Customer Engagement news & resources

2017 predictions for Microsoft Dynamics: Branding, leadership, upgrades, SMB partners, and more

by Jason Gumpert
Microsoft’s 2016 was too eventful to expect a quiet 2017 for Dynamics users and partners.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Microsoft Corporate

From the Microsoft Dynamics CRM Blogs: Custom fields, biz rules in Dynamics 365; Conquering ActivityParty; Fix broken case forms

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Cricket board selects CRM; NAV boosts WMS; EDI for NAV 2017; LS Nav released

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Azure BI and Reporting Business Central Commerce Customer Engagement Customer Service Customer Service Data Integration Distribution Distribution Dynamics 365

Developing new visualizations and analytics using R: Why Microsoft Dynamics users should get familiar

by Mark Anderson
Whether Microsoft’s R or anyone else’s, this powerful tool of data science is coming into the Dynamics world.
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Forecasting Power BI

The MSDW Podcast, Dec 19 2016: LinkedIn's future, Envision's end, Dynamics 365 here and now

by Jason Gumpert
Pondering events ending, deals beginning, and those developments just coming into focus in the Dynamics community.
Business Central Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Envision 2017 Finance and Operations Financial Management Inventory Management

Microsoft Dynamics Webcasts, Dec 19 - 24: NAV 2017 in Office 365; CRM for emergency response

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction
Business Central Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Data Integration Document Management Dynamics 365 Dynamics CRM Dynamics NAV Education Financial Management Power Automate

From the Microsoft Dynamics NAV Blogs: Flow and Facebook; Item attributes; Simpler user permissions; Big item descriptions

by Linda Rosencrance
A selection of the latest insight from the Dynamics NAV blogs
Accounting Business Central Commerce Customer Engagement Distribution Dynamics 365 Dynamics CRM Dynamics NAV Financial Management Inventory Management Manufacturing Retail

Microsoft Dynamics Partner Roundup: Financials for Dynamics 365; CRM for giving; Supply chain partnership; NAV test vendor

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Services Inventory Management

Adobe Sign integration streamlines signatures, approvals in Microsoft Dynamics CRM, Dynamics 365

by Linda Rosencrance
Adobe Sign the e-signature integration aimed at simplifying and reducing sales cycles, approval process
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

Building an emergency response solution in Dynamics CRM, SharePoint, and the Microsoft Cloud

by Stefano Tempesta
Building a solution for an effective response to emergency events in schools, by automating the assessment of safety status of, and communication to, students via multiple ch...
Automated Data Collection BI and Reporting Bots Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Archiving Data Integration Data Management Dynamics 365

LATEST VENDOR RESOURCES

Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365

Encore Business Solutions

Smarter Sales, Stronger Financials: Driving Revenue with ERP + Dynamics 365 Sales

ENAVATE

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
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AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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
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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 Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing
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User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

PlanAutomate Quick Guide

This Quick Guide will help you understand PlanAutomate and Project Automation at a high-level and how it applies to your...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365

Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security
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