Customer Engagement news & resources

Preparing for GDPR: How Power BI usage impacts Dynamics 365 / CRM compliance

by Eamon McCarthy Earls
Power BI users need to understand how to prepare for the EU GDPR regulations, set to be implemented in May, 2018
BI and Reporting Customer Engagement Data Archiving Data Integration Data Management Data Warehousing Dynamics 365 Dynamics CRM GDPR Microsoft Power BI Power BI Power BI

Executive Q&A: Changing attitudes toward cloud solutions in the Not-for-Profit (NFP) space

by Jason Gumpert
NFP partner explains where Dynamics 365 and related Microsoft solutions fit into the sector's needs.
Accounting BI and Reporting Budgeting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Executive Q&A

360 Vertical Solutions merges with SAGlobal, growing the Microsoft partner's services industry reach

by Jason Gumpert
Deal increases SAGlobal's presence to 18 countries and adds CRM reach into legal, AEC industries.
Architecture Azure BI and Reporting Construction Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations HR Management Labor Management

Machine learning: Extracting your strategy from your data

by Craig Heckrath
Your organization's data could hold the answer to some your biggest questions about product and market success.
Artificial Intelligence (AI) Azure Machine Learning BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Warehousing Dynamics 365 Dynamics CRM

MSDW Podcast: Early reaction as Dynamics 365 for Marketing, Sales Professional reach the market

by Jason Gumpert
Diving into the CRM spring wave from the partner perspective.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Marketing Marketing Automation Power Automate Sales Sales & Marketing licenses

Microsoft Dynamics Partner Roundup: Marketing platform; Field service partnership; Business Central reporting & budgeting; Rebranding

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
BI and Reporting Budgeting Business Central Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM)

Microsoft partner and CRM consultancy Mint Group acquires Liquid CRM

by MSDW Reporter
Mint Group, in South Africa, acquires Liquid CRM consultancy
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Eliminate the gap between your applications and analytics (Part 2 of 2)

by Zak Pines
Why it's time to move beyond ETL to modern data ingestion methods.
BI and Reporting Customer Engagement Data Integration Data Management Data Warehousing Dynamics 365 Dynamics CRM ETL KPIs Microsoft Power BI Power BI Power BI

KPMG to acquire Adoxio, bolstering position as Microsoft Dynamics 365 integrator

by MSDW Reporter
The deal is set to close at the end of April.
Customer Engagement Dynamics 365 Dynamics CRM Portals

Event Report: Three themes from Extreme365 Dubrovnik that impact Dynamics professionals

by Elena Baeva
Extreme365 provided a venue for exploring issues including partner readiness, the role of women in the channel, and Microsoft's digital transformation vision.
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Microsoft Corporate eXtreme365 Dubrovnik 2018

LATEST VENDOR RESOURCES

Introducing The Knowledge Hub

Coffee + Dunn

Default Views in Dynamics 365 CRM

Encore Business Solutions

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
More Customer Engagement Videos

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
More Customer Engagement White Papers

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
More Customer Engagement Solutions