Customer Engagement news & resources

From the Microsoft Dynamics 365 CRM Blogs: Warehouse and inventory; Track site visits; Lead qualification; AI-generated account summary

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Field Service Field Service Inventory Management Marketing Automation Sales

From the Microsoft Power Platform blogs: Approval reminder; Power Platform catalog; Coauthoring; Startup app for mobile

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Customer Engagement Dynamics 365 Mobile Applications Power Apps Power Automate Power Platform Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Modernize forms; Audio files in IVR; Streamlining workflows; Customize record forms

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Business Process Mgmt Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Workflow Management

Microsoft Dynamics Partner Roundup: Time tracking; Shipping enhancements; E-invoicing; D365 CE services

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Dynamics 365 E-Invoicing Finance and Operations Invoice Processing Project Management Shipping Time & Attendance Transportation Management

Microsoft Corporate Vice President Vik Singh to Keynote Community Summit North America 2024

by MSDW Reporter
Vik Singh, CVP of AI and Apps at Microsoft, will keynote Community Summit NA on Oct 14, 2024, in San Antonio
Business Central Community Summit North America 2024 Copilot Customer Engagement Dynamics 365 Dynamics GP Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: Financial spreading; Banking Partnership; New HQ

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting Banking Business Central Customer Engagement Data Integration Dynamics 365 Finance and Operations Financial Management Financial Services

From the Microsoft Dynamics 365 CRM Blogs: Process returns; Marketing calendar; Optimize dashboard; Aligning sales & marketing

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Dynamics 365 Field Service Field Service Marketing Automation Sales Sales & Marketing
d365psa-project-planning.png

The end is near for Dynamics 365 Project Service Automation, Microsoft reminds commercial customers

by Jason Gumpert
Customers should embrace the upgrade process for the newer D365 Project Operations; Gov cloud deadline not yet set
Customer Engagement Dynamics 365 Project Management Project Operations Project Service Automation

Biz Apps Classroom, Ep. 17: Power Platform Community Conference 2024 Preview with Lisa Crosbie

by MSDW Reporter
Lisa's AI-centric workshop at #PPCC24 takes a different approach to introducing AI and Copilot concepts
Biz Apps Classroom Copilot Copilot Studio Customer Engagement Dynamics 365 MSDW Podcast Power Apps Power Automate Power Platform Power Platform Community Conference 2024

MSDW Podcast: Why CTI is a customer service game-changer, with Upland Software

by MSDW Reporter
Why CTI holds a fascinating place among IT assets as a bridge between AI and customer experience
Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Telephony

LATEST VENDOR RESOURCES

50 Dynamics 365 Customer Insights Tips in 50 Minutes

Coffee + Dunn

Training That Works: How to Access Self-Paced D365 Learning from Item by Item & MSDW

AI Business Solutions Partner Show, September 2025: Maximizing SMB Sales with Microsoft's Eric Fink

TD SYNNEX

How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies
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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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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
Business Central Commerce Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Dynamics GP
More Customer Engagement White Papers

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing
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Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales

DeDupeD – Detect, Prevent & Merge Duplicates in Dynamics 365 CRM

DeDupeD is an advanced duplicate data management solution for Microsoft Dynamics 365 CRM and Dataverse. It ensures your CRM...
Agriculture Architecture Automotive Customer Engagement Customer Service Data Management Dataverse (CDS) Design & Decorating Dynamics 365 Dynamics CRM Field Service Power Apps

Inogic Productivity Apps for Microsoft Business Solutions

Inogic is a leading Microsoft Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on...
Azure Copilot Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI
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