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Customer Engagement news & resources
From the Microsoft Dynamics 365 CE/CRM Blogs: Currency mismatch errors; Add, use event images; Too much automation; Top RW2 updates
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement
Dynamics 365
Why Modern CRM Leaders Need a Duplicate Detection Strategy in Microsoft Dynamics 365
by
Sam
Kumar
Not if but how much duplicate data does a CRM manager have to deal with?
Customer Engagement
Customer Relationship Mgmt
Data Management
Dynamics 365
Dynamics CRM
From the Microsoft Dynamics 365 CE/CRM Blogs: Custom productivity tools; Sensitive data redaction; Build update profile form; Row-level filtering
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Contact Center
Contact Center
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Data Management
Dynamics 365
Marketing Automation
Sales
Sales & Marketing
How L&G will deploy Microsoft Dynamics 365 Contact Center to serve millions of retail customers
by
Linda
Rosencrance
2,000+ agents will use the solution as the firm grows its digital innovation initiative
Contact Center
Contact Center
Copilot
Customer Engagement
Customer Experience (CX)
Customer Service
Dynamics 365
From the Microsoft Dynamics 365 CE/CRM Blogs: Search, filtering of sessions; Marketing to segments; Customer Voice automation; CRM vs CE
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement
Customer Experience (CX)
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Voice
Dynamics 365
Marketing Automation
Sales
Sales & Marketing
From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Database log; Declutter mode; Model Context Protocol; Adding attachments to POs
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
AI and Machine Learning
Azure
Customer Engagement
Document Management
Dynamics 365
Dynamics AX
Finance and Operations
Project Operations
Time & Attendance
Microsoft Dynamics Partner Roundup: AI for GP; Custom agent; Copilot Studio data protection; Acquisition; Automotive partnership
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
Automotive
Business Central
Copilot Studio
Customer Engagement
Data Management
Dynamics 365
Dynamics GP
Dynamics NAV
Finance and Operations
Power Platform
Security
Event Preview: ColorCloud returns with expanded plans in 2026
by
Linda
Rosencrance
The Hamburg conference has a new event space and a multi-day schedule, but remains committed to its priorities, organizers say
Business Central
ColorCloud 2026
Customer Engagement
Dynamics 365
Power Platform
From the Microsoft Dynamics 365 CE/CRM Blogs: Synchronous vs asynchronous workflows; Send Trustpilot invitations; Automated notifications; Column offline sync feature
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Customer Engagement
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Dynamics 365
Dynamics CRM
Email Management
Sales
Sales & Marketing
Workflow Management
Microsoft Dynamics Partner Roundup: AI for GP; CRM win; Ukraine partnership; New MVP
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
Business Central
Copilot
Customer Engagement
Dynamics 365
Dynamics CRM
Dynamics GP
Dynamics NAV
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LATEST VENDOR RESOURCES
Videos
White Papers
Case Studies
Solutions
Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Coffee + Dunn
How to Infuse AI into Microsoft Business Applications
HSO
Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap
Plauti
Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365
Encore Business Solutions
Smarter Sales, Stronger Financials: Driving Revenue with ERP + Dynamics 365 Sales
ENAVATE
More Customer Engagement Videos
Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment
Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement
Customer Insights - Journeys (Marketing)
Dynamics 365
Sales & Marketing
Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework
Coffee + Dunn
A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement
Customer Insights - Journeys (Marketing)
Dynamics 365
Marketing Automation
Sales & Marketing
The Modern Guide to Microsoft Dynamics and Marketing Automation
emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement
Dynamics 365
Dynamics CRM
Marketing Automation
Sales & Marketing
AI-Powered xFP&A: The Future of Financial Planning
Solver
Explore the transformative power of AI in xFP&A
BI and Reporting
Business Central
Corporate Perf Mgmt (CPM)
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics SL
Finance and Operations
Financial Management
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
More Customer Engagement White Papers
QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365
Inogic
Customer Engagement
Dynamics 365
Web-based Mapping
Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System
Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement
Dynamics 365
Field Service
Field Service
Manufacturing
Power BI
Power Platform
Sales
Sales & Marketing
Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting
Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement
Dynamics 365
Dynamics GP
Engineering
Sales
Sales & Marketing
Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM
Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement
Dynamics 365
Manufacturing
Sales
Sales & Marketing
Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365
Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement
Customer Insights - Journeys (Marketing)
Dynamics 365
Marketing Automation
Oil
Sales
Sales & Marketing
More Customer Engagement Case Studies
PlanAutomate Project Analyst AI Overview
Download the 2-page brochure to learn more about PlanAutomate's AI Analyst included in their software. Don’t settle for “book...
Aerospace & Defense
Architecture
Chemicals
Construction
Customer Engagement
Dynamics 365
Dynamics AX
Energy
Engineering
Finance and Operations
Government
Government Contractors
PlanAutomate Overview
Download this 2-page brochure that provides a high-level overview of PlanAutomate, our solutions, and services for project...
Aerospace & Defense
Architecture
Business Process Mgmt
Construction
Customer Engagement
Dynamics 365
Dynamics AX
Energy
Engineering
Finance and Operations
Financial Management
Government
User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement
User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Service
Dataverse (CDS)
Dynamics 365
Field Service
Power Apps
Power Platform
Project Service Automation
Sales
PlanAutomate Quick Guide
This Quick Guide will help you understand PlanAutomate and Project Automation for Dynamics 365 Finance at a high-level and...
Aerospace & Defense
Architecture
Chemicals
Construction
Customer Engagement
Dynamics 365
Energy
Engineering
Finance and Operations
Government Contractors
Industrial Equipment
Life Sciences
Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM
Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Service
Dataverse (CDS)
Dynamics 365
Field Service
Power Apps
Power Platform
Project Service Automation
Sales
More Customer Engagement Solutions
