Customer Engagement news & resources

From the Microsoft Dynamics CRM blogs: No-code case resolution reporting; SSRS prefiltering; Better email editor; Contracts creation and renewals

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
BI and Reporting CRM 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Sales Sales & Marketing
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Microsoft Dynamics AX to deliver Windows 8 apps in 2013; Major release 'Rainier' due in 2014

by Jason Gumpert
Demo versions of new Windows 8 apps are a precursor to larger device-focused strategy for AX, company says
AX 2012 R3 Automotive Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Expense Management Financial Services Government Manufacturing Project Service Automation Rainier
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Microsoft confirms plans to release Dynamics CRM 2013 in the fall

by Jason Gumpert
Orion will become CRM 2013 on premise and Fall '13 online release
CRM 2013 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Orion Sales Sales & Marketing WPC2013

Microsoft Dynamics Partner Roundup: AX for Retail in Kuwait; GreenRope plugin for CRM; AX 2012 Rental Management; NAVUG hire

by Jason Gumpert
A selection of announcements from the Dynamics partner channel
AX 2012 AX for Retail Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Marketing Marketing Automation NAVUG

For today's retail business, nothing new under the sun

by Will Roche
For today's retail business, nothing new under the sun
Business Central Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Inventory Management

For public agencies, Microsoft Dynamics CRM integration success starts with smart strategy

by Linda Rosencrance
Three common integration options for integrating Dynamics CRM that, when correctly used, can improve performance, service to public
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Government crmug xRM

Integrating ERP and eCommerce: Experts weigh in on the benefits

by Linda Rosencrance
Looking beyond the hype, analysts and consultants say the value of integrated eCommerce and ERP data is clear
Business Central Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL E-Commerce Financial Management

Orion Update: Microsoft Dynamics CRM major release planned for October 2013

by Jason Gumpert
Both online and on-premise customers would see an October release, with different factors to consider
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Open source shopping carts grow up: How Microsoft Dynamics customers can take advantage

by Archana Yenna
Open source eCommerce has matured, now offering more tangible benefits in cost, integration, and agility
Business Central Commerce Credit Card Processing Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Microsoft Dynamics Partner Roundup: CRM integration tool updates; Low-cost ERP in India; New partnerships and hires

by Linda Rosencrance
A selection of recent news and announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Marketing Sales

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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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