Customer Engagement news & resources

Event Preview: Solving Customer Master Data Challenges at Community Summit 2025

by Eamon McCarthy Earls
Why improving customer data management is so critical for the future of business solution requirements
BI and Reporting Community Summit North America 2025 Customer Engagement Customer Relationship Mgmt Data Management Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Master Data Mgmt Power Platform
AllRize logo

Microsoft partner AllRize introduces AI agents for legal practice management

by Linda Rosencrance
The Dynamics and M365-driven solution’s new agents for client intake, post-hearing activities, billing
AI and Machine Learning Azure Customer Engagement Dynamics 365 Legal Power Platform

From the Microsoft Dynamics 365 CE/CRM Blogs: Predictive models; Real-time segments; Blog post emails; Dynamics 365 Sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: AI in D365 Customer Service; Shared record links; Email engagement; Unwanted solution components

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Contact Center Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Email Management Sales
Microsoft 365 Copilot for Finance

More Microsoft 365 Copilot users will get access to sales, service, and finance role-based AI

by Jason Gumpert
The latest adjustment to role-based M365 Copilot add-ons could broaden access
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Sales

From the Microsoft Dynamics 365 CE/CRM Blogs: Sales sequence reporting; Enable recycle bin; Copilot in D365; CRM for wholesale distribution

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Dynamics CRM Sales & Marketing

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Foreign currency revaluation; Manage stocked products; Fixed asset performance; Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Accounting Customer Engagement Dynamics 365 Dynamics AX Enterprise Asset Mgmt Finance and Operations Inventory Management Multicurrency Project Management Project Operations

From the Microsoft Power Platform blogs: User-defined functions; Masking rules; Copilot Studio Agent Academy; Error in field service app

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Copilot Studio Customer Engagement Dynamics 365 Field Service Power Apps Power Platform
Managing telephony in Dynamics 365 Contact Center

Microsoft extends Dynamics 365 Contact Center telephony with Teams Phone

by Jason Gumpert
Following April preview, GA allows customers to use Teams Phone and related licenses for Contact Center telephony
Contact Center Contact Center Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Telephony

Microsoft Dynamics Partner Roundup: Cross-border payments; E-commerce integration; New CEOs

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Banking Business Central Customer Engagement Data Integration Dynamics 365 E-Commerce Finance and Operations Power Platform

LATEST VENDOR RESOURCES

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

Plauti

How to Inject Mobility Into Your Construction Operation with WorkSiteOps + Resco

Resco

Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

WebSan Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO
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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

Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework

Coffee + Dunn
A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales & Marketing

The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing
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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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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

User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

PlanAutomate Quick Guide

This Quick Guide will help you understand PlanAutomate and Project Automation for Dynamics 365 Finance at a high-level and...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Energy Engineering Finance and Operations Government Contractors Industrial Equipment Life Sciences
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