Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: CRM data quality; BPM, mobility for CRM; Customer reference program

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics CRM 2013 Release Preview Guide is out

by Jason Gumpert
As the release of CRM 2013 approaches, the new preview guide organizes enhancements among five investment areas
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo Marketing Mobile Applications Orion Sales
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Microsoft Dynamics GP 2013 module changes bring a mix of opportunities, challenges

by Mark Polino
Microsoft's decision to end OEM agreements for many GP ISV solutions should bring positive outcomes overall
BI and Reporting Collections Management Customer Engagement Dynamics 365 Dynamics GP GP 2013 ISV Professional Services Project Service Automation Risk Management Service Management
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SalesFUSION raises new funding, hires new CEO

by Jason Gumpert
Marketing automation solution provider plans to grow operations with new $800K round
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: RMS Integration; Certified eCommerce; GP Win; GP on campus

by Linda Rosencrance
A selection of recent announcement from around the Dynamics partner channel
Business Central Cloud Commerce Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Dynamics RMS E-Commerce Marketing Retail Sales

WineDirect Acquires Elypsis Winery, adding Dynamics NAV to its direct to consumer wine services

by Jason Gumpert
Elypsis offerings join WineDirect's e-commerce, call center, fulfillment, financial technology
Accounting Business Central Call Tracking Customer Engagement Dynamics 365 Dynamics NAV E-Commerce Financial Management Food & Beverage Marketing Retail POS Sales

How the 'Right' Microsoft Dynamics GP and RMS Integration Can Help Retailers Improve Customer Service and Their Bottom Line

by Jeff Grundey
Why today's data integration for retail should always be about more than moving data from one point to another
Commerce Customer Engagement Customer Service Customer Service Data Integration Distribution Dynamics 365 Dynamics GP Dynamics RMS E-Commerce Inventory Management Manufacturing

Dynamics Profile: From newbie to veteran, one GP user's journey

by Linda Rosencrance
When Palma Hirschfelder Wurzel's company bought GP seven years ago, she dove in, learning about the product and its range of community resources
Accounting Customer Engagement Dynamics 365 Dynamics GP Electronics Project Service Automation Service Management

Managing Complex Relationship models in Microsoft Dynamics CRM, Part 2

by Patrick Huisman
Examining alternative ways to handle Contacts with links to multiple Accounts in Dynamics CRM
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing xRM

Managing complex relationship models in Microsoft Dynamics CRM, Part 1

by Patrick Huisman
Understanding the standard relationships between Accounts, Contacts, and Leads - and valuable alternative scenarios
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing xRM

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
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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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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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