Customer Engagement news & resources

Microsoft Dynamics Retail Essentials offering for SMBs met with optimism, questions as RMS end nears

by Valerie Miller
Dynamics RMS partners respond favorably to the approach, but the scope and direction of the new offering will require more learning
AX 2012 R3 Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics RMS Inventory Management Payment Processing Retail POS Retail Realm 2014

Five Habits of Data-Driven Sales Departments

by Dave Boulet
From the VP of Sales down to the intern, there are lessons to learn for optimizing processes without adding headcount
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Microsoft maps out Dynamics for Retail plans for enterprise, SMB markets at Retail Realm event in Las Vegas

by Valerie Miller
Retail Essentials aims to simplify Dynamics for Retail for smaller deployments; Standalone Essentials release in the works
AX 2012 R3 AX for Retail Commerce Credit Card Processing Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics RMS E-Commerce Mobile Applications Retail

Choosing a focal point: How to approach Microsoft Dynamics CRM's Spring 2014 release wave

by Jason Gumpert
Details of this release wave cement Microsoft’s commitment to a broader product strategy
CRM 2013 CRM Online Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Automation Marketing Resource Mgmt (MRM)

Market forces shaping Microsoft Dynamics CRM partners' cloud ambitions

by Jason Gumpert
As software giants build out unified cloud platforms, integrated vertical offerings remain a lucrative market, executives say
CRM 2013 Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Dynamics Marketing Government IBM Life Sciences

HP expanding delivery of Microsoft Dynamics AX, CRM enterprise services in Asia

by Linda Rosencrance
Acquisition of Arvato Systems’ regional Dynamics practice will accelerate investments in cloud, analytics, data management, mobility, company says
Automotive Banking Cloud Commerce Consumer Goods Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics AX

Ambition abounds in Microsoft Dynamics AX 2012 R3 launch event

by Linda Rosencrance
From cloud to mobile to retail to customer experience, Microsoft expands Dynamics AX vision with 2012 R3
AX 2012 R3 BI and Reporting Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Government Manufacturing Manufacturing Power Automate

From the Microsoft Dynamics CRM Blogs: Yammer API update; Outlook contact sync; Mail Merge tips; CRM 2013 developer updates

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales Sales & Marketing Yammer

Adding mobility to Microsoft Dynamics CRM: The best app for the job

by Jason Gumpert
How the NFL’s Detroit Lions satisfied demands of both sales and marketing with a new mobile sales app
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Management Dynamics 365 Dynamics CRM Media & Entertainment Mobile Applications OneDrive Sales Sales & Marketing

Adding mobility to Microsoft Dynamics CRM: A case for customization

by Jason Gumpert
How one building services firm found new efficiencies in a mobile solution that blended the right elements of Dynamics CRM and GP
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics GP Mobile Applications Professional Services Sales Sales & Marketing Sales Order Processing

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
More Customer Engagement White Papers

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