Customer Engagement news & resources

eXtreme365 Lisbon: Rebranded event broadens Microsoft product focus, opens doors to customers

by Linda Rosencrance
eXtremeCRM rebrands as eXtreme365 for its 14th conference.
Customer Engagement Dynamics 365 Dynamics CRM Power Automate eXtreme365 Lisbon 2017

Mintigo integrates predictive sales AI with Microsoft Dynamics 365

by Linda Rosencrance
Partnership signals “healthy competition” with Microsoft OEM Versium, signed in October 2016
Artificial Intelligence (AI) Customer Engagement Dynamics 365 Marketing Sales Sales & Marketing predictive marketing

Conflict: A critical ingredient to ERP implementation success

by David Ogilvie
In ERP implementations, a healthy level of conflict achieves the best result, observes ERP consultant David Ogilvie
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

Global Software acquires Globe, makers of Atlas reporting solution

by Jason Gumpert
Private equity owned Global adds Dynamics-focused reporting to its Excel-based portfolio

BI and Reporting Business Central Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Financial Management

The MSDW Podcast, February 27, 2017: More Real-World Microsoft Dynamics 365 CRM App Experiences from the Channel

by Jason Gumpert
Eamon O’Toole of BDO Canada describes which applications are customer-ready for Dynamics 365, and how the CRM partner’s role continues to evolve. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service MSDW Podcast Project Management

Preparing for Microsoft Dynamics 365: What CRM partners can expect from eXtreme365

by Guus Krabbenborg
With so many changes in the Microsoft product line, from CRM to Office, what does the future hold CRM partners? Here are eight ideas.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing eXtreme365 Lisbon 2017

Does your organization need automated E-commerce and ERP integration?

by Vishnu Modi
Proactive, Reactive or Inactive – What would you rather be?
Business Central Business Performance Mgmt Business Process Mgmt Commerce Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

Microsoft Dynamics Partner Roundup: Omni-Channel for CRM; Doc management for GP; E-commerce CfMD; Silver CRM cert

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP E-Commerce EDI Field Service

Partners as prospects: Why Microsoft’s Dynamics 365 pitch must reach the channel

by Jason Gumpert
The challenge of Dynamics 365 may come down to how it stands up against motivated competition, and who is leading that charge – Microsoft or its partners. 
AppSource Business Central Common Data Model Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Automate

QBS Group plans next stage of growth as aggregator of Microsoft business apps

by Karen Kroll
Expanding from ERP to CRM to add-on solution delivery, the company has shed the Master VAR title and embraced a broader range of services.
AppSource Business Central Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Master VAR

LATEST VENDOR RESOURCES

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

DUG Webcast: Optimizing Customer Experience with Dynamics 365 Contact Center

Dynamics User Group (DUG)

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

How to Schedule Work Orders in Dynamics 365 Field Service

WebSan Solutions

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn
More Customer Engagement Videos

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
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
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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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