Sales & Marketing news & resources

Community Summit North America 2026: Dynamics 365 CE plans functional expansion while pursuing Microsoft AI ambitions

by Jason Gumpert
At Community Summit 2026, the Dynamics 365 Customer Engagement keynote session focused on purpose-built agents, Work IQ, Copilot Cowork, and more
Copilot Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Marketing Automation Power Platform Sales Sales & Marketing
Sales Pipeline Analysis information in Copilot

With 30 New CRM skills for Dynamics 365 CE, Microsoft aims to move more processes to Copilot, AI agents

by MSDW Reporter
Pre-written skills cover sales, service, and marketing, intended for use in Copilot Cowork, agents, and beyond.
Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Print industry integration; Social sales; Test agents; ESG reporting

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Automated Testing Business Central Customer Engagement Dynamics 365 Environmental Sustainability Finance and Operations Printing Sales & Marketing Social Networks

From the Microsoft Dynamics 365 CE/CRM blogs: Configuring governance; Existing consent data; How partners handle duplicates; Improving lead management

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics CRM Governance, Risk, and Compliance (GRC) Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM blogs: Sales close agent; Improving data quality; Consolidating CE with D365 Omnichannel, Copilot; Reporting tools

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Customer Service Customer Service Data Management Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM blogs: Add to calendar in Customer Insights; Customer Service + Copilot Studio agents; Cancel segments of booking in Field Service; Designing a pipeline

by MSDW Reporter
A selection of recent announcements from the Microsoft Dynamics 365 CE/CRM blogs
Business Process Mgmt Copilot Studio Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics CRM Event Management Field Service Field Service Power Platform
Mounted red light

Human-in-the-Loop in Dynamics 365: When AI Should Escalate to Sales Managers

by Aishwarya Nagarajan
How much authority should AI have in Dynamics 365 Sales, and how can customers control it?
Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM blogs: Boosting sales performance; Measuring AI agent ROI; A plan for old data problems; Sales Qualification Agent

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing
Routing map

Why Route Optimization Is the Most Underrated Decision in Field Sales

by Sam Kumar
Nobody talks about the drive, but it can reveal important truths
Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Sales Sales & Marketing Web-based Mapping

Microsoft Dynamics Partner Roundup: UAE e-invoicing; Power BI reports for D365BC; 50th app; CRM practice expands into Canada

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV E-Invoicing Finance and Operations Invoice Processing Power BI

LATEST VENDOR RESOURCES

Power Automate Essentials for Customer Insights – Journeys

Coffee + Dunn

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

Marketing4Dynamics: Simplifying Mailchimp and Dynamics 365 CRM Integration

Inogic

Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic
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Downloadable Checklist: Customer Insights-Journeys vs. Marketing Automation

emfluence
A quick checklist to determine whether Customer Insights-Journeys is the right fit for your team.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

Evaluating Microsoft Customer Insights-Journeys: When It Fits and When It Doesn't

emfluence
Is Microsoft Customer Insights-Journeys the right fit? Learn what to evaluate before you decide.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The CX Leader's Guide to Agentic AI

Velosio
Anticipating every need, automating every outcome. Optimizing customer experience in the agentic era.
Azure Business Central Copilot Customer Experience (CX) Dynamics 365 Fabric Finance and Operations Power Platform Sales & Marketing

AI Readiness Assessment

emfluence
A practical self-assessment to determine whether your CRM and marketing automation are truly ready to support intelligent execution.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The AI Readiness Gap: Why CRM and Marketing Automation Must Work Together

emfluence
AI doesn’t fix broken data—this guide explains why CRM and marketing automation must work together before intelligence can deliver real value.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing
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Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

Heathrow Scientific Modernizes ERP with Business Central Cloud

Western Computer
Heathrow Scientific moved from Dynamics NAV to Business Central Cloud to improve visibility, streamline processes, and support growth.
BI and Reporting Business Central Data Management Distribution Dynamics 365 Dynamics NAV Inventory Management Manufacturing Power BI Power Platform Sales & Marketing
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Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

Innovia Power BI Reports Packs

At Innovia Consulting, we developed a portfolio of reports in Power BI to help you see the meaning behind your data. With...
Accounting Auditing BI and Reporting Business Central Dynamics 365 Inventory Management Manufacturing Power BI Power Platform Process Manufacturing Purchasing Sales & Marketing

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
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