Customer Engagement news & resources

Microsoft Dynamics Webcasts, October 16-20, 2017: Automated budgeting; Azure AD Integration; What’s new in CRM?; Smart budgeting for GP

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Budgeting Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

From the Microsoft Dynamics CRM/365 Blogs: Option sets; Autonumber; Relevance Search; License required?

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM/D365 blogs.
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Data Migration Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: HP taps CafeX; No-cost AX migrations/upgrades; Cloud collaboration; AX for warehousing

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Collaborative Workspaces Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Inventory Management Omnichannel

Summit 2017: Microsoft introduces Dynamics 365/CRM v9 enhanced usability, LinkedIn integration, Azure analytics

by Jason Gumpert
Sales Navigator integration is improving, company says, and so are analytics tools like Customer Insights.
CRMUG Summit 2017 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM LinkedIn LinkedIn Sales Navigator Sales

LinkedIn rolls out Sales Navigator updates for CRM data validation, sales & marketing integration, Dealbook

by MSDW Reporter
Updates aim to help sales, marketing professionals work better together.
Customer Engagement Dynamics 365 Dynamics CRM LinkedIn LinkedIn Sales Navigator

MSDW Podcast: Recapping Directions EMEA & Previewing Summit Nashville 2017 with Microsoft MVP James Crowter

by MSDW Reporter
Microsoft MVP James Crowter recaps Directions EMEA and previews Summit Nashville 2017 and what SMB users can expect to learn about the future of their investments.
Business Central CRMUG Summit 2017 Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV MSDW Podcast NAVUG Summit 2017 Summit 2017

Opinion: With Microsoft Dynamics 365 SMB plans firmed, NAV & CRM partners can plan for a bright future

by James Crowter
With old ideas and rumors now put to bed, Dynamics SMB NAV & CRM partners have many reasons to be excited about Dynamics 365 in 2018.
Business Central Customer Engagement Directions EMEA 2017 Dynamics 365 Dynamics CRM Dynamics NAV Microsoft Corporate Power Automate Tenerife

Summit Nashville 2017 Preview: Microsoft to share vision for purpose-built apps suited to Dynamics ERP & CRM users

by Jason Gumpert
One of Microsoft’s revamped leadership team explains the “new value” that LinkedIn, PowerApps, embedded Power BI and more deliver to Microsoft Dynamics users.
Azure Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI Power BI Power Platform

InsideView boosts Microsoft's Insights, launches Refresh data cleaner for Dynamics 365

by MSDW Reporter
Insights enables more effective prospecting while Refresh keeps CRM data fresh
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

ClickDimensions, Oktopost team on new social engagement platform

by MSDW Reporter
Partnership marries B2B social media tools with marketing automation from a Microsoft Dynamics 365 interface
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Social Networks

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
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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
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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
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