Customer Engagement news & resources

From the Microsoft Dynamics 365 CRM Blogs: Dataverse search; Multiple cases; Keep data clean; Import records

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Student info system; D365 win; FP&A research; International expansion

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Education Finance and Operations Financial Management Industrial Equipment Project Management Project Operations Service Management
Dynamics 365 Sales Copilot home

Microsoft announces 2024 release wave 2 for Dynamics 365 apps

by Jason Gumpert
Preview and GA features across the suite focus on Copilot, core functions, and integrated scenarios
Accounting Business Central Commerce Contact Center Contact Center Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Fabric

From the Microsoft Dynamics 365 CRM Blogs: Customer Service Copilot; Extend dialogs; Personal settings; AI summaries

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Platform Sales Sales & Marketing

From the Microsoft Power Platform blogs: Live coauthoring; Multiple flow triggers; Customer enquiry; Delegate approval tasks

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Copilot Studio Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power Platform Workflow Management

Microsoft Dynamics Partner Roundup: New partners; Fashion & apparel copilot; New hire; Partner designation

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Customer Engagement Dynamics 365 Fashion Finance and Operations Manufacturing Power Platform Supply Chain Management Warehouse Management

From the Microsoft Dynamics 365 CRM Blogs: Marketing consent; Sales strategies; Dialer enhancements; Clone order records

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Sales Order Processing
Microsoft Dynamics 365 Contact Center

Microsoft reveals pricing of Dynamics 365 Contact Center and a new Customer Service Premium option

by Jason Gumpert
D365 Contact Center reaches GA as planned, with a new option that adds Customer Service Enterprise
Contact Center Contact Center Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM
Copilot menu

Maximizing the Benefits of Copilot in Dynamics 365: Best-Practices and Strategies for Users

by Jamie Evans
In its current form, Copilot in Dynamics 365 has three core uses for most customers
AI Customer Engagement Customer Experience (CX) Customer Service Data Management Dynamics 365 Email Management Knowledge Management

Microsoft names 2024 Partner of the Year Winners and Finalists

by MSDW Reporter
Seven business app categories see dense cluster of winners and finalists
AI Business Central Business Process Mgmt Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights Customer Service Dynamics 365 Finance and Operations Financial Management Power Apps

LATEST VENDOR RESOURCES

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

How to Schedule Work Orders in Dynamics 365 Field Service

WebSan Solutions

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence
More Customer Engagement Videos

Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales

2025 Microsoft Business Applications Partner Marketing Insights Report

MSDW Features
Exclusive new research from MSDW reveals how Microsoft Biz Apps partners and customers are navigating a rapidly evolving market
Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform Sales & Marketing

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

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
More Customer Engagement White Papers

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

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

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection
More Customer Engagement Case Studies

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
More Customer Engagement Solutions