Customer Engagement news & resources

From the Microsoft Dynamics 365 for Customer Engagement & CRM Blogs: Missing form; Field service: e-Signatures; Portal page; Comparing dates

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Security; Support offering; Healthcare interoperability; Education win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Education Finance and Operations Healthcare Power Automate Security

Scheduling a project task in Microsoft Dynamics 365 Project Service Automation

by Kuldeep Gupta

A good approach to resource allocation through Dynamics 365 Project Service Automation can help you better utilize resources

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management

Ignite 2018: Microsoft, Adobe, SAP plan Open Data Initiative for improved customer experience

by Jason Gumpert

Shared data across applications, built on Azure data and AI services, aims to bring in other vendors with ideal of lowering barriers to customer data visibility.

Adobe Experience Manager Adobe Marketing Cloud Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics CRM

Microsoft offers simpler connected field service with Dynamics 365 and Azure IoT Central

by MSDW Reporter

New integration aligns with entry-level spirit of Azure IoT Central

Azure Azure IoT Central Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Flow

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Custom upload; Auditing: Access entity; Account specific dashboards

by MSDW Reporter

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

Auditing Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM

Workflow efficiency through app integrations with Microsoft Dynamics 365 and Flow

by Jocelyn Ledezma

What we learned from developing a new D365 integration with Flow, the D365 API, and a third party SDK.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics CRM Flow Freshdesk Power Automate Power Platform

Microsoft Dynamics Profile: Making customers happy is the goal of this four-time MVP

by Linda Rosencrance

Deepesh Somani says he's as happy and honored to receive the fourth award as he was the first time

Customer Engagement Dynamics 365 Dynamics CRM Power Automate

Microsoft to launch new Dynamics 365 apps for AI, mixed-reality

by Eamon McCarthy Earls

Microsoft announces new Dynamics 365 mixed reality, AI offerings ahead of the Ignite conference

Artificial Intelligence (AI) BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Ignite 2018

GDPR, four months later: How are businesses and consumers adapting?

by Mark Polino

Some early findings are predictable, but the regulation has revealed some surprise outcomes, too.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations GDPR Regulatory Compliance Security

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