Customer Engagement news & resources

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Scheduling a project task in Microsoft Dynamics 365 Project Service Automation

by Kuldeep Gupta

A good approach to resource allocation through Dynamics 365 Project Service Automation can help you better utilize resources

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management
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Ignite 2018: Microsoft, Adobe, SAP plan Open Data Initiative for improved customer experience

by Jason Gumpert

Shared data across applications, built on Azure data and AI services, aims to bring in other vendors with ideal of lowering barriers to customer data visibility.

Adobe Experience Manager Adobe Marketing Cloud Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics CRM
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Microsoft offers simpler connected field service with Dynamics 365 and Azure IoT Central

by MSDW Reporter

New integration aligns with entry-level spirit of Azure IoT Central

Azure Azure IoT Central Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Flow

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Custom upload; Auditing: Access entity; Account specific dashboards

by MSDW Reporter

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

Auditing Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM
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Workflow efficiency through app integrations with Microsoft Dynamics 365 and Flow

by Jocelyn Ledezma

What we learned from developing a new D365 integration with Flow, the D365 API, and a third party SDK.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics CRM Flow Freshdesk Power Automate Power Platform
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Microsoft Dynamics Profile: Making customers happy is the goal of this four-time MVP

by Linda Rosencrance
Deepesh Somani says he's as happy and honored to receive the fourth award as he was the first time
Customer Engagement Dynamics 365 Dynamics CRM Power Automate
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Microsoft to launch new Dynamics 365 apps for AI, mixed-reality

by Eamon McCarthy Earls

Microsoft announces new Dynamics 365 mixed reality, AI offerings ahead of the Ignite conference

AI Artificial Intelligence (AI) BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Ignite 2018
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GDPR, four months later: How are businesses and consumers adapting?

by Mark Polino

Some early findings are predictable, but the regulation has revealed some surprise outcomes, too.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations GDPR Regulatory Compliance Security
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Microsoft to delay new SKU for Dynamics 365 additional database storage

by Jason Gumpert

Changes communicated to Dynamics partners last week were "incomplete", Microsoft says.

Cloud Solution Provider (CSP) Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations
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New Survey: What do Microsoft Dynamics partners really want from ISVs?

by MSDW Reporter

New VAR survey aims to shed light on their priorities in managing ISV relationships.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations ISV

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
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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
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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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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
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