Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: SL services automation integration; NAV Practice Director; New hosted NAV agreement

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Cloud Customer Engagement Data Integration Dynamics 365 Dynamics NAV Dynamics SL Professional Services Project Service Automation SaaS Service Management

Preparing for Orion: What Microsoft Dynamics CRM customers can do today

by Jukka Niiranen
How to begin planning the impact of the next major release of Dynamics CRM in spite of the limited details
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot Mobile Applications NetBreeze Orion Social Networks

Dynamics CRM + Dynamics GP: Better integration through SharePoint

by Linda Rosencrance
SharePoint-based solutions offer a unique way to boost visibility of CRM and GP data and processes
Accounting BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics CRM Dynamics GP KPIs Manufacturing Sales Sales & Marketing

Automated CRM Systems Can Improve Chronic Disease Care: Key Requirements for Patients and Providers

by Mitch Perkal
Improving a healthcare provider's internal processes and patient-to-hospital communication can drive down cost and boost outcomes
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM HIPAA Health & Wellness Healthcare Marketing Automation Unified Communication

Microsoft Dynamics CRM Revenue: Debate on the accuracy, importance of new analyst estimates

by Linda Rosencrance
Microsoft watchers weigh in on Gartner's controversial new revenue rankings for the top CRM solutions
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM IBM Oracle SAP Sales Sales & Marketing

Transforming field sales with mobile POS technology: Tips for planning your solution

by Archana Yenna
Mobile POS solutions can drive measurable ROI for field sales teams, but how do you get started on the path to success?
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Inventory Management
StutzRBio.jpg

In new webcast, Microsoft Dynamics CRM CVP Bob Stutz discusses a vision for game-changing CRM

by Jason Gumpert
Reflecting on Dynamics CRM's place in the larger Microsoft product line for social, collaboration, device experiences, and release planning
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management Marketing Automation Mobile Applications Sales Sales & Marketing

Will Microsoft split MarketingPilot into a series of MRM components for Dynamics CRM?

by Jason Gumpert
Dynamics CRM CVP Bob Stutz recently discussed the need to let customers choose the MRM capabilities they want
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

Microsoft Dynamics Partner Roundup: EDI for NAV 2013, Extender 2013; CRM, AX 2012 Wins; New AX Apparel PLM Solution

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV EDI Fashion GP 2013 Industrial Equipment Manufacturing

Reducing hospital readmission: Can Microsoft Dynamics CRM help hospitals meet new patient standards?

by Linda Rosencrance
New US regulations aim to cut readmission rates, and a new XRM solution aims to make an impact
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Regulatory Compliance Risk Management Workflow Management xRM

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