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Customer Engagement news & resources
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
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
From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Landing cost; Managing loaned assets; Automate invoice copy; Project management
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
Invoice Processing
Project Management
Project Operations
From the Microsoft Dynamics 365 CE/CRM Blogs: Net Promoter Score feedback; Smarter loyalty programs; New marketing capabilities
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Dynamics 365
Dynamics CRM
Marketing Automation
Sales
Sales & Marketing
New hierarchical visualization control in Microsoft Dynamics 365 Sales reaches preview
by
Jason
Gumpert
Planned for October 2025 release with a second version in Feb 2026
Customer Engagement
Dataverse (CDS)
Dynamics 365
Power Apps
Power Platform
Sales
Sales & Marketing
From the Microsoft Dynamics 365 CE/CRM Blogs: Field-associated workflows; Post-delivery service; Sales sequence info; Sales Qualification Agent
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement
Customer Relationship Mgmt
Customer Service
Dynamics 365
Dynamics CRM
Field Service
Field Service
Sales
Sales & Marketing
Microsoft Dynamics Partner Roundup: Waste management; Port modernization; Global expansion; Account insights
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
Business Central
Copilot Studio
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics NAV
Finance and Operations
Power Platform
Sales & Marketing
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LATEST VENDOR RESOURCES
Videos
White Papers
Case Studies
Solutions
Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Coffee + Dunn
How to Infuse AI into Microsoft Business Applications
HSO
Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap
Plauti
Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365
Encore Business Solutions
Smarter Sales, Stronger Financials: Driving Revenue with ERP + Dynamics 365 Sales
ENAVATE
More Customer Engagement Videos
AI-Powered xFP&A: The Future of Financial Planning
Solver
Explore the transformative power of AI in xFP&A
BI and Reporting
Business Central
Corporate Perf Mgmt (CPM)
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics SL
Finance and Operations
Financial Management
Project Management HEADSTART for Microsoft Dynamics 365 Sales
Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting
Customer Engagement
Dynamics 365
Project Management
Sales
2025 Microsoft Business Applications Partner Marketing Insights Report
MSDW Features
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
Sales & Marketing
Connect the Customer Journey with Dynamics and Marketing Automation
emfluence
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
More Customer Engagement Case Studies
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
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
More Customer Engagement Solutions
