Customer Engagement news & resources

New analyst shortlist of sales productivity tools: What Dynamics CRM / 365 customers stand to gain

by Jason Gumpert
Improved productivity and execution are core goals of CRM, sales productivity apps promise to bring those results the rest of the way round.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

11 steps to conducting an effective ERP vendor due diligence

by David Ogilvie
The right questions keep your company moving forward rather than trying to “get back on the rails," says ERP Consultant David Ogilvie.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Project Management

Microsoft rolls out Dynamics 365 for PSA Power BI solution template

by Linda Rosencrance
Includes reports for professional service practice managers, resource and account managers
Azure BI and Reporting Business Performance Mgmt Customer Engagement Dynamics 365 Dynamics CRM Power BI Power BI Power Platform Professional Services Project Management

Executive Q&A: How a CRM firm grows and adapts in Microsoft's innovation ecosystem

by Dann Anthony Maurno
PowerObjects SVP Jim Sheehan describes the company’s journey with Microsoft Dynamics CRM, and the opportunity that Microsoft’s relentless R&D engine presents
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Executive Q&A Finance and Operations Power Automate

Sable37 acquires stake in Payfields payroll solution, Xalari

by Linda Rosencrance
New deal aimed at expanding development, reach of Xalari payroll offering
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Payroll Processing Regulatory Compliance Security

Microsoft Dynamics Webcasts, March 6-10, 2017: Dynamics AX MPOS; CRM + IoT + Machine Learning; Dynamics AX for Commodities

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Performance Mgmt Business Process Mgmt Commerce Contract Management Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

The MSDW Podcast: ISV perspective on the promise of Microsoft Dynamics 365 SMB CRM apps

by Jason Gumpert
Dynamics CRM MVP Steve Mordue has a few recommendations, and a few questions, for Microsoft about Dynamics 365 Business Edition.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Sales Sales & Marketing xRM

Oh No, Not Again!?! How A Second Global IT Outage Suggests Delta Airlines Still Has No Decent Disaster Recovery Strategy

by Greg Pierce
Following its massive 2016 IT outage, Delta must have learned and adjusted, right? Maybe not.
Business Central Cloud Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Transportation

eXtreme365 Lisbon: Rebranded event broadens Microsoft product focus, opens doors to customers

by Linda Rosencrance
eXtremeCRM rebrands as eXtreme365 for its 14th conference.
Customer Engagement Dynamics 365 Dynamics CRM Power Automate eXtreme365 Lisbon 2017

Mintigo integrates predictive sales AI with Microsoft Dynamics 365

by Linda Rosencrance
Partnership signals “healthy competition” with Microsoft OEM Versium, signed in October 2016
Artificial Intelligence (AI) Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales Sales & Marketing predictive 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