Customer Engagement news & resources

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How to create a milestone in Dynamics 365 Project Operations

by Kuldeep Gupta

Milestones can now be created in Project Operations -- if you follow these steps

Customer Engagement Dynamics 365 Project Operations
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Demandbase buys InsideView and DemandMatrix, strengthening data services for B2B sales and marketing

by Jason Gumpert

Demandbase announced two new acquisitions to extend its Demandbase One suite

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 Blogs: Field service inspections; Update Contacts; Connected customer service; Omnichannel

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Apps Power Platform Sales Sales & Marketing
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Microsoft Dynamics Partner Roundup: Sales acceleration; Healthcare RPA; AR automation; SL overlay; Contact center

by MSDW Reporter

A selection of announcements from the Dynamics partner channel 

Business Central Collections Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics SL Healthcare Robotic Process Automation (RPA) Sales & Marketing

MSDW Podcast: Greg Hall on the evolution of digital selling

by MSDW Reporter
Bill Of Material Mgmt CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations MSDW Podcast Sales & Marketing Sales Quoting Sales/Product Configurator
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Free tool solves a credentials challenge with Schedule APIs for Dynamics 365 Project Operations

by Jason Gumpert

proMX created a ne proxy tool to solve server-to-server credentials issues related to the Project for Web licensing

Aerospace & Defense Architecture Construction Customer Engagement Data Integration Dynamics 365 Legal Professional Services Project Management Project Operations Project Service Automation
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Schedule APIs reach GA in Dynamics 365 Project Operations

by Kuldeep Gupta

How API access has changed from D365 PSA to Project Operations and why

Architecture Construction Customer Engagement Dataverse (CDS) Dynamics 365 Engineering Legal Manufacturing Power Platform Professional Services Project Management Project Operations

Microsoft Dynamics Partner Roundup: Acquisition; E-signatures; Data enrichment; Contract management

by MSDW Reporter

A selection of recent partner announcements from the Dynamics partner channel

Business Central Contract Management Customer Engagement Data Management Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Electronic Signatures Finance and Operations
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Customer journey, industry clouds in focus at Dynamics 365, Power Platform 2021 release wave 1 launch

by Jason Gumpert

Integrated customer journeys, industry clouds are in focus as more details are unveiled

2021 release wave 1 AI BI and Reporting Business Process Mgmt Commerce Customer Engagement Customer Insights Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365 Financial Services

Microsoft Dynamics Partner Roundup: Integration; CRM offering; Medallia on AppSource; Acquisition

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing

LATEST VENDOR RESOURCES

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

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
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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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