Customer Engagement news & resources

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

Copilot in Microsoft Dynamics 365: Improving Customer Service with AI

by Jamie Evans
Why early adopters of Copilot capabilities are finding benefits
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365

Microsoft Dynamics Partner Roundup: Mobile & edge tech; Payments integration; Student information system; New hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Education Finance and Operations Manufacturing Manufacturing Mobile Applications Payment Processing

Microsoft Dynamics 365 Business Central to Field Service integration reaches GA

by Jason Gumpert
The supported integration begins with BC Projects, will extend soon to Service Management
Business Central Customer Engagement Data Integration Dataverse (CDS) Directions NA 2024 Dynamics 365 Field Service Field Service Mobile Applications Power Platform

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
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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 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
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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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