Customer Engagement news & resources

Biz Apps Classroom, Ep. 14: Joe Griffin at DynamicsMinds 2024

by MSDW Reporter
Biz Apps Classroom Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Power Platform
Grey phone on wood panel

Microsoft announces new AI-centric Business App, Dynamics 365 Contact Center

by Jason Gumpert
New Copilot-focused solution reaches GA on July 1
Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Dynamics CRM Telephony
Tower with DynamicsMinds logo

DynamicsMinds 2024: Microsoft prepares Dynamics community for latest AI vision

by Jason Gumpert
Microsoft officials share plans for agentification, Copilot ERP, and emergence of autonomous systems
BI and Reporting Business Central Business Process Mgmt Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV DynamicsMinds 2024 Finance and Operations

From the Microsoft Dynamics 365 CE/CRM Blogs: Automate processes; Embed Power BI; Enhance Customer Service

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Data Management Dynamics 365 Dynamics CRM Field Service Field Service Sales

From the Microsoft Dynamics 365 Business Central blogs: App identity; Master data management; Personalization issues; CRM integration

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics NAV Master Data Mgmt User Management
People.ai integrated with Microsoft Dynamics 365 Sales

People.ai announces Microsoft Dynamics 365 Sales integration

by MSDW Reporter
People.ai's seller insights aim to augment data, monitor deal health, and deliver next steps
Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

From the Microsoft Dynamics 365 CE Blogs: Booking status; Data quality; Disable Copilot features; Knowledge articles

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Mapping certification; Automotive and equipment partnership; Integration; Acquisition

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Automotive Business Central Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Industrial Equipment Transportation Web-based Mapping

DynamicsCon Live 2024: Microsoft roadmap for Dynamics 365 Customer Service gets serious about Copilot and unified scenarios

by Jason Gumpert
Copilot and Nuance technology will power a more comprehensive offering to meet evolving expecations, the product team believes
AI and Machine Learning Azure Compute Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Development Dynamics 365 Dynamics CRM DynamicsCon May 2024

From the Microsoft Dynamics 365 CRM Blogs: Refresh CRM subgrid; Email attachments; Custom views; Managing work orders

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Email Management Power Apps Power Platform Sales Sales & Marketing

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Copilot Wizardry in Dynamics 365 Customer Insights

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

Dynamics 365 F&O: Benefits of Connecting to CRM, the Power Platform, and the Rest of Your Stack

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions
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How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil
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Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics NAV Electronic Signatures Energy Sales Insights

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

Microsoft Dynamics 365 Sales Implementation: How a USA Manufacturer Transformed Its Sales Operations

Dynamics Square USA
Real-time visibility into every stage of the sales pipeline
AI Customer Engagement Distribution Distribution Dynamics 365 Manufacturing Sales Insights

How Pinnacle Textiles Boosted Sales and Unburdened Service Teams with Dynamics GP-Integrated Ecommerce

k-ecommerce
How k-ecommerce Helped Pinnacle Textiles Reach Their Ecommerce and Customer Service Goals
Business Central Commerce Customer Engagement Dynamics 365 Dynamics GP Sales Textile & Apparel

Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Dynamics 365 Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive packing...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform
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