Customer Engagement news & resources

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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
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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
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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
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Chasing an ISV opportunity in the Microsoft Dynamics channel: A cautionary tale

by Peter Joeckel

What I learned (or should have known) about the observable aspects of one ISV's attempt to break into the Dynamics ecosystem

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations
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Microsoft Dynamics 365 for Customer Service: Unified Client Interface to gain broader exposure

by Jason Gumpert

Plans for the Unified Client Interface, Omni-channel Engagement Hub and Universal Resource Scheduler will reshape customer service offering.

CRMUG Summit 2018 Customer Engagement D365UG Summit 2018 Dynamics 365 Marketing Sales Sales & Marketing Summit 2018
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UG Summit 2018: Microsoft Dynamics 365 AI apps takes shape, with a dose of privacy planning

by Jason Gumpert

Previews of sales, customer service, marketing apps supply business cases for Microsoft's core AI technology

Artificial Intelligence (AI) Azure Machine Learning CRMUG Summit 2018 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service D365UG Summit 2018 Dynamics 365 Dynamics CRM Machine Learning (ML) Marketing
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Founding a Microsoft Dynamics 365 vertical business ISV start-up? Some may call you crazy…

by Mohamed Mostafa

A Microsoft ISV partner success story that will hopefully inspire others to build and grow their own Microsoft Solutions ISV businesses

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM ISV Real Estate Rental xRM

From the Microsoft Dynamics 365 and CRM Blogs: D365 and GDPR; Child entities: Page redirects; Encrypt data; Why use connections

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM Flow GDPR Portals Power Automate Power Platform Regulatory Compliance Security Workflow Management

Microsoft Dynamics Partner Roundup: Rapid deployment; D365 for florists; Distributor taps NAV; Order tracker; Customer service integration

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Order Management

LATEST VENDOR RESOURCES

50 Dynamics 365 Customer Insights Tips in 50 Minutes

Coffee + Dunn

Training That Works: How to Access Self-Paced D365 Learning from Item by Item & MSDW

AI Business Solutions Partner Show, September 2025: Maximizing SMB Sales with Microsoft's Eric Fink

TD SYNNEX

How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies
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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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QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Dynamics 365 Marketing Marketing Automation Oil Sales Sales & Marketing
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Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Platform Project Service Automation Sales

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales

DeDupeD – Detect, Prevent & Merge Duplicates in Dynamics 365 CRM

DeDupeD is an advanced duplicate data management solution for Microsoft Dynamics 365 CRM and Dataverse. It ensures your CRM...
Agriculture Architecture Automotive Customer Engagement Customer Service Data Management Dataverse (CDS) Design & Decorating Dynamics 365 Dynamics CRM Field Service Power Apps

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
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