Customer Engagement news & resources

Best of 2017: Among Microsoft Dynamics 365/CRM experts, some preach pragmatism while others push tech limits

by Jason Gumpert
What we learned about Microsoft’s CRM roadmap in 2017, and how it fits with broader cloud tech plans.
Artificial Intelligence (AI) Azure Azure Machine Learning BI and Reporting CDS Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365

Microsoft Dynamics Webcasts, December 11-15, 2017: Vendor card payments; NAV sales & use tax; Blockchain for CRM; Replace Management Reporter

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting BI and Reporting Budgeting Business Central Credit Card Processing Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Microsoft Dynamics Partner Roundup: Customer engagement for insurance; Payroll for D365; German VAR acquisition; New training; Executive hires

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 HR Management Insurance Marketing Marketing Automation Payroll Processing Power Automate

The Role of Time Tracking Software in Making Your Organization Profitable

by Ruth Ann Ellerbrock
Know the benefits of good time tracking software for Microsoft Dynamics before you begin your evaluation.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Time & Attendance

MSDW Podcast: Microsoft MVP Leon Tribe on Salesforce, Flow, and agile Dynamics 365 CRM projects

by Jason Gumpert
Azure Customer Engagement Dynamics 365 Dynamics CRM Flow MSDW Podcast MVP Power Automate Power Platform Salesforce.com

Microsoft enhances Dynamics 365 data integration in latest Common Data Service update

by MSDW Reporter
Lets users sync accounts from Dynamics 365 for Sales to customers in Dynamics 365 for Finance and Operations, Enterprise edition.
Azure Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Marketing Power Platform Project Management SaaS Sales Sales & Marketing

Microsoft Commercial and Enterprise CVP to analysts: Aggressive cloud investment can co-exist with customers' hybrid, on-prem interests

by Dann Anthony Maurno
The company is ready for customers’ cloud migrations, but at customers' speed, says Microsoft’s Dave O’Hara
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Microsoft Corporate Power Automate azure

Manufacturing and Microsoft: Making the marriage work

by Lou Washington
Microsoft and manufacturers continue to “work on the relationship” to keep it fresh.
Artificial Intelligence (AI) BI and Reporting Business Central Business Performance Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service

Blockchain and CRM: Opportunities to boost our trust in government and industry

by Stefano Tempesta
Understand the technology behind Bitcoin and how it could drive a new generation of government and industry solutions.
Bitcoin Blockchain Customer Engagement Dynamics 365 Dynamics CRM Government Power Automate Security

MSDW Podcast: SAP on Azure; GDPR with D365; NAV excitement; The ISV journey, and more

by MSDW Reporter
A roundup of two weeks of Microsoft Dynamics news and expert opinions with MSDynamicsWorld editors
Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations GDPR MSDW Podcast Power Automate S4HANA SAP Virtualization

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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
AI Azure Business Central Commerce Copilot Customer Engagement Customer Insights Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

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

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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