Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Fresh fruit supply chain win; VAR acquisition; New hire; New board chair

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations
andrew-king-c.jpg

MSDW Podcast: Winning over SMBs with Microsoft Business Solutions

by Jason Gumpert

Andrew King of WebSan Solutions returns to talk about the Microsoft technology that is winning over new and existing SMB customers.

Azure Bots Business Central Cloud Customer Engagement Data Migration Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Flow MSDW Podcast
antti_pajunen.jpg

Microsoft Dynamics Profile: First-time D365 Field Service & PSA MVP supports growing community

by Linda Rosencrance

Antti Pajunen says the award is the icing on the cake after years of professional progress.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Service Automation Sales Sales & Marketing Service Management

Podcast Review: Adapting Dynamics for marketing with ClickDimensions CEO, Mike Dickerson

by Eamon McCarthy Earls

Mike Dickerson, CEO of ClickDimensions, talks marketing skills gap and go-to market in new MSDW podcast

Customer Engagement Dynamics 365 Marketing Sales Sales & Marketing
mike-dickerson.jpg

MSDW Podcast: Mike Dickerson of ClickDimensions on marketing tech in the Microsoft channel

by Jason Gumpert

Discussing the well-known marketing technology firm, its evolution over the last two years, and some clues about its future.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Marketing Marketing Automation Sales Sales & Marketing
chris_huntingford.jpg

Microsoft Dynamics Profile: First-time D365 CRM MVP encourages better collaboration

by Linda Rosencrance

Chris Huntingford  articulates the value of the Microsoft solution stack by day and cultivates the community with Those Dynamics Guys in his off hours.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM
opentext-logo.jpg

OpenText launches ECM integration for Microsoft Dynamics 365 for Customer Engagement

by MSDW Reporter

OpenText and Contesto co-launch Extended ECM Enabler for Dynamics 365

Content Management Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Marketing Power Automate Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics 365 Portal: Updates accelerate in the October 2018 release and beyond

by Nicholas Hayduk

After a quiet period, Portal gets its most needed enhancements now, and sees a path to joining the Power platform in earnest in the foreseeable future.

Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Portals Power Apps Power BI Power BI Power Platform PowerApps
call-center-screens.jpg

Is your CRM strategy ready for AI?

by Yvonne Dias

How data, analytics, and AI tools are changing our approach to improving customer experience.

AI Artificial Intelligence (AI) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Machine Learning (ML) Marketing Power Automate Sales
calgary-di.png

Calgary Drop-in Centre looks to improve client services with Dynamics 365 CE and facial recognition

by Linda Rosencrance

New system will help the DI know exactly who is entering and leaving the facility

Customer Engagement Dynamics 365 Dynamics CRM Not For Profit Power Automate Project Service Automation Security Service Management facial recognition xRM

LATEST VENDOR RESOURCES

How to Schedule Work Orders in Dynamics 365 Field Service

WebSan Solutions

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Specialized Views in Dynamics 365 CRM

Encore Business Solutions
More Customer Engagement Videos

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

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365
More Customer Engagement White Papers

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
More Customer Engagement Case Studies

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

IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform
More Customer Engagement Solutions