Customer Engagement news & resources

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 Dynamics 365 Contact Center

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
Copilot menu

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

Microsoft Dynamics Partner Roundup: M&A; Healthcare invoice capture; Managed services win; New COO

by MSDW Reporter
VAR and ISV news from the Microsoft Business Applications channel
Business Central Customer Engagement Dynamics 365 Finance and Operations Health & Wellness Healthcare Invoice Processing Transportation

Event Recap: Preparing for M&A as a Microsoft Dynamics Partner

by MSDW Reporter
Discussing headwinds and tailwinds in today's market for different kinds of IT services organizations
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power Platform

Biz Apps Classroom, Ep. 15: Derik Bormann

by MSDW Reporter
Derik discusses his work and his own efforts to prepare for certification exams
Biz Apps Classroom Copilot Studio Customer Engagement Dynamics 365 MSDW Podcast Power Apps Power Automate Power BI Power Platform Training

LATEST VENDOR RESOURCES

Create Customer Journeys in Dynamics 365 Marketing

Encore Business Solutions

The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti
More Customer Engagement Videos

End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

Your Guide, Your Partner, Your Microsoft Advantage

JourneyTeam
When technology projects feel overwhelming, the right partner changes everything.
Azure Copilot Customer Engagement Dynamics 365 Fabric Partner Strategy Power Platform Purview

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales & Marketing
More Customer Engagement White Papers

Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

Modernizing Student Engagement at UVA’s Batten School with Microsoft Power Platform

JourneyTeam
Outgrown its legacy student engagement tools, relying on scattered systems and manual processes
Azure Customer Engagement Dataverse (CDS) Dynamics 365 Education Power Apps Power BI Power Pages Power Platform Student Information System

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping
More Customer Engagement Case Studies

Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

PlanAutomate Project Analyst AI Overview

Download the 2-page brochure to learn more about PlanAutomate's AI Analyst included in their software. Don’t settle for “book...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Government Government Contractors

PlanAutomate Overview

Download this 2-page brochure that provides a high-level overview of PlanAutomate, our solutions, and services for project...
Aerospace & Defense Architecture Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Financial Management Government
More Customer Engagement Solutions