Customer Engagement news & resources

calgary-di.png

Calgary Drop-in Centre looks to improve client services with Dynamics 365 CE and facial recognition

by Linda Rosencrance

New system will help the DI know exactly who is entering and leaving the facility

Customer Engagement Dynamics 365 Dynamics CRM Not For Profit Power Automate Project Service Automation Security Service Management facial recognition xRM
fishing-rod-dock.jpg

Chasing an ISV opportunity in the Microsoft Dynamics channel: A cautionary tale

by Peter Joeckel

What I learned (or should have known) about the observable aspects of one ISV's attempt to break into the Dynamics ecosystem

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations
customer_owned_omni-channel_engagement_hub.png

Microsoft Dynamics 365 for Customer Service: Unified Client Interface to gain broader exposure

by Jason Gumpert

Plans for the Unified Client Interface, Omni-channel Engagement Hub and Universal Resource Scheduler will reshape customer service offering.

CRMUG Summit 2018 Customer Engagement Customer Insights - Journeys (Marketing) D365UG Summit 2018 Dynamics 365 Sales Sales & Marketing Summit 2018
kpis_for_customer_service-business_applications_release_notes_october_2018.png

UG Summit 2018: Microsoft Dynamics 365 AI apps takes shape, with a dose of privacy planning

by Jason Gumpert

Previews of sales, customer service, marketing apps supply business cases for Microsoft's core AI technology

Artificial Intelligence (AI) Azure Machine Learning CRMUG Summit 2018 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service D365UG Summit 2018 Dynamics 365 Dynamics CRM Machine Learning (ML)
leap-faith-balloons.jpg

Founding a Microsoft Dynamics 365 vertical business ISV start-up? Some may call you crazy…

by Mohamed Mostafa

A Microsoft ISV partner success story that will hopefully inspire others to build and grow their own Microsoft Solutions ISV businesses

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM ISV Real Estate Rental xRM

From the Microsoft Dynamics 365 and CRM Blogs: D365 and GDPR; Child entities: Page redirects; Encrypt data; Why use connections

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Flow GDPR Portals Power Automate Power Platform Regulatory Compliance Security Workflow Management

Microsoft Dynamics Partner Roundup: Rapid deployment; D365 for florists; Distributor taps NAV; Order tracker; Customer service integration

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Order Management

InsideView launches integration with Microsoft Dynamics 365 relationship assistant

by MSDW Reporter

InsideView integrates its Targeting Intelligence platform with Microsoft Relationship Assistant

Artificial Intelligence (AI) Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Microsoft Relationship Sales Power Automate Sales Sales & Marketing Sales & Ops Planning Sales and Operations Planning
cif-high-level-architecture.png

Davinci App is early adopter of Microsoft Dynamics 365 Channel Integration Framework for contact center communications

by MSDW Reporter

The cloud-based contact center solution consolidates communication channels.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Touchless invoice processing; Acquisition; Retail replenishment; New implementation; Cleaner data

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Invoice Processing Robotic Process Automation (RPA)

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
More Customer Engagement Videos

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...
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

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
More Customer Engagement Solutions