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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
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
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
Customer Engagement
Customer Experience (CX)
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Dynamics 365
Marketing Automation
Sales
Sales & Marketing
Sales Order Processing
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
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
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
Business Central
Business Process Mgmt
Copilot Studio
Customer Engagement
Customer Experience (CX)
Customer Insights - Data
Customer Service
Dynamics 365
Finance and Operations
Financial Management
Power Apps
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Case Studies
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Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365
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Dynamics GP
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Finance and Operations
Financial Management
Project Management HEADSTART for Microsoft Dynamics 365 Sales
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A project management solution to help you manage your workforce effectively.
BI and Reporting
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Dynamics 365
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2025 Microsoft Business Applications Partner Marketing Insights Report
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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
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Connect the Customer Journey with Dynamics and Marketing Automation
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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
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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PlanAutomate Quick Guide
This Quick Guide will help you understand PlanAutomate and Project Automation at a high-level and how it applies to your...
Aerospace & Defense
Architecture
Chemicals
Construction
Customer Engagement
Dynamics 365
Energy
Engineering
Finance and Operations
Government Contractors
Industrial Equipment
Life Sciences
Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM
Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Service
Dataverse (CDS)
Dynamics 365
Field Service
Power Apps
Power Platform
Project Service Automation
Sales
Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365
Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement
Customer Service
Dataverse (CDS)
Dynamics 365
Field Service
Power Apps
Power Platform
Project Service Automation
Sales
SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM
SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Document Management
Dynamics 365
Field Service
Power Apps
Power Platform
Project Service Automation
Sales
Security
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
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