Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Cross-border payments; E-commerce integration; New CEOs

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Banking Business Central Customer Engagement Data Integration Dynamics 365 E-Commerce Finance and Operations Power Platform

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Landing cost; Managing loaned assets; Automate invoice copy; Project management

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Accounting Customer Engagement Dynamics 365 Dynamics AX Enterprise Asset Mgmt Finance and Operations Invoice Processing Project Management Project Operations

From the Microsoft Dynamics 365 CE/CRM Blogs: Net Promoter Score feedback; Smarter loyalty programs; New marketing capabilities

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing
A hierarchy of accounts with the top account selected, and a side panel allowing edits. (Source: Microsoft)

New hierarchical visualization control in Microsoft Dynamics 365 Sales reaches preview

by Jason Gumpert
Planned for October 2025 release with a second version in Feb 2026
Customer Engagement Dataverse (CDS) Dynamics 365 Power Apps Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Field-associated workflows; Post-delivery service; Sales sequence info; Sales Qualification Agent

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Waste management; Port modernization; Global expansion; Account insights

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Copilot Studio Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Platform Sales & Marketing Shipping Transportation
TechFluent cohort participants and trainers

TechFluent's latest training cohort gains momentum on Microsoft Power Platform, Dynamics 365

by Linda Rosencrance
The organization also welcomes a new program director as students go deep on multiple technologies
BI and Reporting Business Process Mgmt Copilot Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI Power Platform

Microsoft Dynamics Partner Roundup: Food & Beverage partner program; New Microsoft Cloud business unit; Nonprofit ERP; APAC expansion

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Azure Business Central Customer Engagement Dynamics 365 Food & Beverage Project Management Project Operations
Best Practices for Complex Salesforce to Dynamics 365 Migrations

Lessons I've Learned Migrating Complex Salesforce Solutions to Dynamics 365

by Pradeep Raja
A practical guide to rethinking CRM strategy, streamlining operations, and unlocking AI-powered insights during Salesforce to Dynamics 365 migrations
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Data Migration Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Automate Power BI Power Platform Salesforce

From the Microsoft Dynamics 365 CE/CRM Blogs: One-click unsubscribe; Real-time journeys; AI-powered CRM agents; Filters, sort options

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing

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
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