Customer Engagement news & resources

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How B2B prospect data is transforming to meet a changing market

by Heidi Tucker

Market changes have forced businesses to reimagine the value and use of prospect data.

Customer Engagement Dynamics 365 Dynamics CRM Marketing

From the Microsoft Dynamics 365 for Customer Engagement / CRM Blogs: Conditional action buttons; Relevance search; Optional fields; Set up a trial

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM
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Microsoft Dynamics 365 PSA tip: Deactivating a project rather than marking it complete

by Kuldeep Gupta

For Microsoft Dynamics 365 PSA projects with less activity, it can be helpful to deactivate without wiping out work

Customer Engagement Dynamics 365 Dynamics CRM Planning & Scheduling Project Management
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Microsoft Dynamics 365 for Finance & Operations: Understanding the E-commerce returns process

by MSDW Reporter

Integrating e-commerce platforms with Dynamics 365 for Finance and Operations is a recipe for enhanced efficiency.

Accounting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Finance and Operations Financial Management Returns Management

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Site map; Azure Functions; Product unit pricing; Email engagement

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs.

Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Email Management Power Automate

Best of 2018: Expert articles on Microsoft Dynamics 365 for Customer Engagement

by Jason Gumpert

No look back at 2018 would be complete without an examination of the many capabilities of Dynamics 365 for Customer Engagement

Customer Engagement Dynamics 365 Marketing Sales Sales & Marketing
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Microsoft Dynamics Profile: Working to boost interest in the intersection of IoT and Customer Engagement

by Linda Rosencrance

Kyle Hill has become an evangelist of sorts for artificial intelligence, IoT, and bots in the contexrt of Dynamics 365 for Customer Engagement.

Bots Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Field Service Field Service Internet of Things (IoT) MVP Manufacturing

Microsoft Dynamics Partner Roundup: Channel Integration Framework; Production IoT; Fashion ERP; Nonprofit partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Fashion Financial Management Furniture Internet of Things (IoT) Not For Profit
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The biggest Microsoft Dynamics stories of 2018

by Jason Gumpert
Leadership, platform, community concerns defined a year in which business apps seemed to coalesce around platform and R&D models.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

Microsoft Dynamics Partner Roundup: Flow connector; VAR acquisition; ERP integration; Manufacturer ERP implementation

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Field Service Field Service Marketing Sales Sales & Marketing

LATEST VENDOR RESOURCES

Preventative Maintenance in Dynamics 365 Field Service

WebSan Solutions

Introducing The Knowledge Hub

Coffee + Dunn

Default Views in Dynamics 365 CRM

Encore Business Solutions

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

DUG Webcast: Optimizing Customer Experience with Dynamics 365 Contact Center

Dynamics User Group (DUG)
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Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales

2025 Microsoft Business Applications Partner Marketing Insights Report

MSDW Features
Exclusive new research from MSDW reveals how Microsoft Biz Apps partners and customers are navigating a rapidly evolving market
Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform Sales & Marketing

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing
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Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics NAV Electronic Signatures Energy Sales Insights

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

Microsoft Dynamics 365 Sales Implementation: How a USA Manufacturer Transformed Its Sales Operations

Dynamics Square USA
Real-time visibility into every stage of the sales pipeline
AI Customer Engagement Distribution Distribution Dynamics 365 Manufacturing Sales Insights

Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection
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Inogic Productivity Apps for Microsoft Business Solutions

Inogic is a leading Microsoft Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on...
AI Azure Copilot Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Dynamics 365 Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive packing...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform
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