Customer Engagement news & resources

Microsoft announces new AI agents, accelerator program for sellers

by Jason Gumpert

New Sales Agent can close some sales on its own, Microsoft claims

Copilot Customer Engagement Customer Service Dynamics 365 Field Service Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Data visibility in D365CE; Dynamic email signatures; Streamlining data access; Copilot record summaries

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Sales Sales & Marketing

Microsoft launches D365 Contact Center survey capabilities in Copilot Studio

by Jason Gumpert

New capabilities, now in preview, include voice-based surveys

Contact Center Contact Center Customer Engagement Customer Service Customer Voice Dataverse (CDS) Dynamics 365 Power Automate Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Manage cases; Natural language search; Copilot page; Customer Service timeline

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

Copilot Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Autonomous agents; Field-level security; Update data; Customer Service Copilot

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

Contact Center Copilot Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Power Platform Sales Sales & Marketing

Navigating Your Microsoft Dynamics 365 Licensing Needs

by Yogesh Kasat

How to optimize your licensing spend, aligning with the organization needs and while achieving compliance

Business Central Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Licensing Power Platform Software Licensing

From the Microsoft Dynamics 365 CRM Blogs: Opportunity to quote; Field-level security; Update data; Copilot

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CE/CRM blogs

CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales Quoting

Microsoft Dynamics Partner Roundup: e-commerce platform; FP&A on Azure; Reporting online; PE funding; Rental management

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV E-Commerce Finance and Operations Power Platform Rental

From the Microsoft Dynamics 365 Customer Engagement Blogs: Customer Insights – Data; AIClassify; Smart agents; New Sales features

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Field Service Power Automate Power Platform Sales

Microsoft to shutter Smart Assist in Dynamics 365 Customer Service this year, urging users toward Copilot

by MSDW Reporter

Support for the feature ends June 2, 2025 with removal by end of the year

Copilot Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management

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

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...

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