Customer Engagement news & resources

MSDW Podcast: Defining successful AI experiences, live from UG Summit Roadshow Seattle

by MSDW Reporter
Three experts discuss their sessions and experiences working with customers and partners
AI Business Central Copilot Copilot Studio Customer Engagement Dynamics 365 Finance and Operations MSDW Podcast Power Platform
Dynamics Communities Biz Apps Partner Executive Summit 2025

Biz Apps Partner Executive Summit 2025: Microsoft urges partners to embrace AI internally to win in the market

by Jason Gumpert
Ending a strong FY25, Microsoft representatives presented the latest programs and what the changes will mean to Dynamics 365 resellers
AI Biz Apps Partner Summit 2025 Business Central Commerce Copilot Copilot Studio Customer Engagement Dynamics 365 Finance and Operations Power Platform

From the Microsoft Dynamics 365 Customer Engagement Blogs: AI agents for service; Create a case or a lead; Sales workflow; Simplify privileges

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Order Management Sales Sales & Marketing User Management

Microsoft Dynamics Partner Roundup: Translator app; Acquisition; Practice lead; Rebrand

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AI and Machine Learning Azure Business Central Customer Engagement Dynamics 365 Finance and Operations
Power Apps chart visualization with Copilot | Source: Microsoft

Microsoft reveals 2025 Release Wave 2 plans for Dynamics 365 and Power Platform, focused on copilots and AI agents

by Jason Gumpert
The AI-heavy release wave plan also includes traditional enhancements, new localizations, and more.
AI Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Dataverse (CDS) Dynamics 365 Field Service
IBI-One homepage

MSDW partners with Item by Item to support IBI One training for individual learners

by MSDW Reporter
IBI’s expands training offerings with role-based curriculum, 90 learning paths
Commerce Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Sales Training

From the Microsoft Dynamics 365 CRM Blogs: Populate dates; Conversational CRM; Duplicate data; Close an opportunity

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Business Process Mgmt Copilot Customer Engagement Customer Insights Customer Relationship Mgmt Data Management Dynamics 365 Power Automate Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Roses grower selects Agriware; Healthcare firm taps Contracts 365; Electric firm selects SIS system; Solutions Partner

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Agriculture Contract Management Customer Engagement Dynamics 365 Healthcare Project Management Supply Chain Management

From the Microsoft Power Platform blogs: Single-page apps; Customer service agents; Track time and cost savings; Command button

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Portals Power Apps Power Automate Power Pages Power Platform

Microsoft Dynamics Partner Roundup: Ag sales, commodity accounting; AI Agent initiative; New executive chairman; Solutions partner

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AI Agriculture Copilot Customer Engagement Dynamics 365 Finance and Operations Financial Services

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From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Specialized Views in Dynamics 365 CRM

Encore Business Solutions

Copilot Wizardry in Dynamics 365 Customer Insights

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn
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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

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce
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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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