Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Financial automation partnership; Integration partnership; New ag apps; CRM backup and recovery

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Agriculture Business Central Customer Engagement Data Archiving Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Management

From the Microsoft Dynamics 365 CE/CRM blogs; Agent governance; Consolidating D365 CE, Omnichannel, and Copilot; Usage data; Shadow architectures

by MSDW Reporter

A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs

Customer Engagement Customer Service Dynamics 365 Dynamics CRM Governance, Risk, and Compliance (GRC) Sales

MSDW Podcast: How to Prepare Dynamics 365 CE Data for Agents

by MSDW Reporter

Experts discuss how they help customers tackle common problems that have a new urgency

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM MSDW Podcast

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

Finance Where I'm From: What French SMBs Actually Get Wrong When Consolidating SaaS Tools Into a Dynamics 365 + Power Platform Ecosystem

by Yann Laporte

Exploring the common structure underlying successful mid-market implementations

Business Central Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Finance where I'm from GDPR Localization Power Apps Power Automate Power Platform Regulatory Compliance

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

Microsoft Dynamics Partner Roundup: Acquisitions; New D365 hires; Levridge 2026 R2 available; Expanded Microsoft partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Agriculture Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

Microsoft’s Project Mia to launch as new service focused on bringing Salesforce customers to Dynamics 365

by Jason Gumpert

Project Mia started as an F&SCM toolset and has become Dynamics 365 Activate, starting with CRM but still looking toward ERP projects

AI and Machine Learning Azure Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Microsoft Corporate Salesforce

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

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

LATEST VENDOR RESOURCES

Is Your Dynamics CRM Ready for Copilot? See What's Wrong, Fix It, Keep It Fixed

Plauti

CRM @ Work: Connecting Dynamics 365 Sales and Contract Management with Contracts 365

TD SYNNEX

Power Automate Essentials for Customer Insights – Journeys

Coffee + Dunn

Benefiting from Microsoft's FY27 CSP Changes: Incentives, Margins, Compliance, and Beyond

MSDW Features

CRM @ Work: Modernizing Quote-to-Cash in Dynamics 365 with Native CPQ and Document Automation

TD SYNNEX

From Revenue Friction to Revenue Flow with CRM Modernization

Velosio

Where CRM friction is slowing revenue growth and how modernization can help.

Copilot Customer Engagement Dynamics 365

Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople

How to keep Microsoft Dynamics creating value long after go-live.

Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Deploying OpenClaw for Business: From Local Agent to Secure Business Infrastructure

RapidStart

How to turn OpenClaw into secure, governed business infrastructure on Microsoft.

AI Agents AI and Machine Learning Azure Business Central Copilot Customer Engagement Customer Service Dynamics 365 Enterprise Architecture Field Service Power Platform Sales

5 Operational Gaps Manufacturers Must Address Before AI

Inner Join Technologies

Assess your manufacturing organization's readiness for AI.

AI Agents AI and Machine Learning Azure Business Central Business Performance Mgmt Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Databases

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA

Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.

AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

More Customer Engagement White Papers

How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti

How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.

AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Unifying Operations with Microsoft Dynamics 365 Finance and Supply Chain Management

iTransition

Automotive Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Human Resources (Talent) Power Platform Sales Supply Chain Management

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

Optimizing Field Service Operations with Dynamics 365

iTransition

AI and Machine Learning Azure Business Process Mgmt Customer Engagement Dynamics 365 Field Service Field Service Healthcare

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

More Customer Engagement Case Studies

Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...

AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...

Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

Microsoft Dynamics 365 CE/CRM Health Check

Maximize Your Investments With a Dynamics 365 Health Check • Is CRM adoption meeting expectations? • Is CRM being used the...

TextSMS4Dynamics - SMS Integration for Dynamics 365 CRM

TextSMS4Dynamics is a powerful SMS integration solution for Microsoft Dynamics 365 CRM and Dataverse that enables businesses...

Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...

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