Customer Engagement news & resources

PTC, Microsoft offer connected field service integration between ThingWorx and Dynamics 365

by MSDW Reporter
Data from ThingWorx, including devices, PLM, to work in conjunction with D365; Mixed reality via HoloLens also available.
Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Internet of Things (IoT)

The new requirements for CSP Direct: Is license administration part of a Microsoft Dynamics partner's core business?

by Guus Krabbenborg
Why all Dynamics VARs have a key decision to make, and why Microsoft expects many to opt for indirect CSP in the long term.
Business Central Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV

MSDW Podcast: CRM training and Microsoft Dynamics 365/CRM in the SMB segment

by Jason Gumpert
RocketCRM is a newer Dynamics 365 consultancy, but the company's founders bring plenty of insight on CRM training and services delivery.
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Training

Microsoft Dynamics Profile: Nishant Rana goes from 'Man of the Series' in cricket to MVP

by Linda Rosencrance
The best way to learn is by helping others, says the CRM and Microsoft veteran.
Customer Engagement Dynamics 365 Dynamics CRM MVP Power Automate

Microsoft Dynamics Partner Roundup: Retail competency; Messaging integration: Reseller agreement

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Power Automate

Microsoft Business Applications Summit Preview: The hands-on event aims for unified vision across broad product line

by Jason Gumpert
Dynamics 365 joins Power BI, PowerApps, and more for three day event based on the earlier Data Insights Summit, with a hint of Convergence
Azure BI and Reporting Business Apps Summit 2018 Business Central Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

Rethinking IT Services for SaaS ERP and CRM, Part 2: A vision for the future

by Elliot Fishman
It is a time for innovation and change - not just in technology, but in the way it is delivered.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Project Management SaaS

Why Apathy Around Security is More Expensive than Compliance

by Mark Polino
Whether complying with GDPR, fighting ransomware, or guarding against common fraud, security is getting harder, not easier.
Accounting Business Central Business Rules Mgmt Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

MSDW Podcast: What the GitHub deal means for Microsoft Dynamics developers

by Jason Gumpert
Veteran developers from the NAV and CRM worlds talk about Microsoft's past, present, and future role in the software development space.
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV GitHub MSDW Podcast

Microsoft to acquire GitHub developer platform

by Jason Gumpert
Platform to stay open, but with new priorities on enterprise capabilities, tools, and services.
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV GitHub

LATEST VENDOR RESOURCES

Copilot Wizardry in Dynamics 365 Customer Insights

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

Dynamics 365 F&O: Benefits of Connecting to CRM, the Power Platform, and the Rest of Your Stack

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions
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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

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil
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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

How Pinnacle Textiles Boosted Sales and Unburdened Service Teams with Dynamics GP-Integrated Ecommerce

k-ecommerce
How k-ecommerce Helped Pinnacle Textiles Reach Their Ecommerce and Customer Service Goals
Business Central Commerce Customer Engagement Dynamics 365 Dynamics GP Sales Textile & Apparel

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
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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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