Customer Engagement news & resources

ClickDimensions turns 3, reports revenue, customers base growth

by Linda Rosencrance
Company approaching fifty employees in US, Israel, says CEO John Gravely
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation
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Data integrity matters: Why Microsoft Dynamics CRM users count on accurate data

by Linda Rosencrance
How data integrity impacts your Dynamics CRM solution's adoption and performance - and your company's competitive advantage
Adoption Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM crmug

Dynamics Introspective: Will marketing acquisitions change CRM competitiveness?

by Jason Gumpert
With the Salesforce acquisition of ExactTarget, what's next for CRM customers adopting marketing platforms?
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management ExactTarget Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot Marketo Sales

Microsoft Dynamics Partner Roundup: SL services automation integration; NAV Practice Director; New hosted NAV agreement

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Cloud Customer Engagement Data Integration Dynamics 365 Dynamics NAV Dynamics SL Professional Services Project Service Automation SaaS Service Management

Preparing for Orion: What Microsoft Dynamics CRM customers can do today

by Jukka Niiranen
How to begin planning the impact of the next major release of Dynamics CRM in spite of the limited details
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot Mobile Applications NetBreeze Orion Social Networks

Dynamics CRM + Dynamics GP: Better integration through SharePoint

by Linda Rosencrance
SharePoint-based solutions offer a unique way to boost visibility of CRM and GP data and processes
Accounting BI and Reporting Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics GP KPIs Manufacturing Marketing Sales Sales & Marketing

Automated CRM Systems Can Improve Chronic Disease Care: Key Requirements for Patients and Providers

by Mitch Perkal
Improving a healthcare provider's internal processes and patient-to-hospital communication can drive down cost and boost outcomes
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM HIPAA Health & Wellness Healthcare Marketing Marketing Automation Unified Communication

Microsoft Dynamics CRM Revenue: Debate on the accuracy, importance of new analyst estimates

by Linda Rosencrance
Microsoft watchers weigh in on Gartner's controversial new revenue rankings for the top CRM solutions
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM IBM Marketing Oracle SAP Sales Sales & Marketing

Transforming field sales with mobile POS technology: Tips for planning your solution

by Archana Yenna
Mobile POS solutions can drive measurable ROI for field sales teams, but how do you get started on the path to success?
Business Central Customer Engagement Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Inventory Management Marketing
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In new webcast, Microsoft Dynamics CRM CVP Bob Stutz discusses a vision for game-changing CRM

by Jason Gumpert
Reflecting on Dynamics CRM's place in the larger Microsoft product line for social, collaboration, device experiences, and release planning
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management Marketing Marketing Automation Mobile Applications Sales Sales & Marketing

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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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