Customer Engagement news & resources

Westcon-Comstor

Westcon-Comstor Optimizes Global Sales Process with Dynamics 365 Sales Solution

by Jason Gumpert
Technology distributor’s sales process optimization effort built atop critical integrations and broader IT modernization
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Partner Relationship Management (PRM) Robotic Process Automation (RPA) Sales Sales & Marketing Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Object reference not set error; Website tracking; Multilingual voice agents

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Contact Center Customer Engagement Customer Insights Customer Service Dynamics 365 Marketing Marketing Automation Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Security role reports; Process automation; Implementation tips; User adoption issues

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Project Management User Adoption User Management Workflow Management
Satya Nadella

Dynamics 365 in 2025 and Beyond: Microsoft’s plan to collapse apps into AI agents

by Jason Gumpert
Why Microsoft believes today’s D365 applications will disappear thanks to AI agents
AI and Machine Learning Azure Business Central Copilot Customer Engagement Dynamics 365 Finance and Operations Microsoft Corporate Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Maximizing data; Split your audience; End of outbound marketing; Smart copy-paste

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

From the Microsoft Dynamics 365 Business Central blogs: Role centers & permissions; Copilot options; Dimensions setup; Project Operations integration

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Accounting Business Central Copilot Customer Engagement Data Integration Dynamics 365 Dynamics NAV Project Management Project Operations Security

Microsoft Dynamics Partner Roundup: Warehousing and distribution partnerships; Inventory reporting; Payment integration; Headless quoting

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Accounting Business Central CPQ (Configure, Price, Quote) Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Inventory Management Manufacturing

MSDW Podcast: Empowering The Connected Worker with Purpose-Driven Frontline Tech

by MSDW Reporter
Exploring the integration of Microsoft Teams and Dynamics 365, RFID asset tracking, voice automation, and connected worker solutions
AI Azure Customer Engagement Dynamics 365 Field Service Field Service Finance and Operations MSDW Podcast Mixed Reality Mobile Applications Power Platform RFID

Microsoft introduces multilingual voice agents in Dynamics 365 Contact Center

by MSDW Reporter
There are two ways to deploy support for multiple languages in a single agent
Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Power Platform Telephony

From the Microsoft Dynamics 365 CRM Blogs: Pipeline optimization; Enhancing forms; Manage email bounces; Copilot and customer service reps

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing

LATEST VENDOR RESOURCES

Countdown to June 30: Transition to Real-Time Journeys in D365 Customer Insights

Coffee + Dunn

Event Check-in Pro for Dynamics 365

Coffee + Dunn

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Change Management for D365 CE: Proven strategies for user training and adoption

ClickLearn

Benefits of Integrating Dynamics 365 CRM with Dynamics 365 Business Central

Encore Business Solutions
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Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing
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Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection

How This Wedding Venue Business Nailed Their Salesforce to Dynamics 365 Sales Migration

Dynamics Square USA
A smarter move from Salesforce to Dynamics 365 Sales
Customer Engagement Data Migration Dynamics 365 Sales

Boosting ROI with Dynamics 365 CRM and Marketing Automation: A Case Study

emfluence
Discover how Tension Corporation transformed its sales and marketing process by integrating CRM and marketing automation for better lead management and efficiency.
Customer Engagement Dynamics 365 Marketing Automation Sales & Marketing

Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform
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MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing
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