Customer Engagement news & resources

Best Practices for Managing Custom Alerts and Reminders in Dynamics 365 Customer Engagement

by Sam Kumar

Why taking a strategic, measured approach is key to creating a real system of engagement

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales & Marketing User Management

From the Microsoft Dynamics 365 CE/CRM Blogs: View audit storage; Suppression list rules; Agents to boost productivity; Export reports

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CE/CRM blogs

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing

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

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti

How to Inject Mobility Into Your Construction Operation with WorkSiteOps + Resco

Resco

Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

WebSan Solutions

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam

Ready to modernize your contact center? This guide breaks down exactly how.

Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

Your Guide, Your Partner, Your Microsoft Advantage

JourneyTeam

When technology projects feel overwhelming, the right partner changes everything.

Azure Copilot Customer Engagement Dynamics 365 Fabric Partner Strategy Power Platform Purview

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam

Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity

AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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

More Customer Engagement White Papers

Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam

How Palmer-Donavin moved from spreadsheets to real-time insights

Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam

Unifying operations and scaling faster with Dynamics 365 Business Central

Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam

Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution

Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

Modernizing Student Engagement at UVA’s Batten School with Microsoft Power Platform

JourneyTeam

Outgrown its legacy student engagement tools, relying on scattered systems and manual processes

Azure Customer Engagement Dataverse (CDS) Dynamics 365 Education Power Apps Power BI Power Pages Power Platform Student Information System

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic

Customer Engagement Dynamics 365 Web-based Mapping

More Customer Engagement Case Studies

Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...

Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

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