Customer Engagement news & resources

From the Microsoft Dynamics 365 CRM Blogs: Copilot case summaries; Customer Service workspace; Core mappings restriction; Renaming root business unit

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM

From the Microsoft Dynamics 365 Business Central blogs: Extensions; D365BC and D365 CE; Change log management; Inventory visibility

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Auditing Business Central Customer Engagement Data Integration Dynamics 365 Dynamics NAV Inventory Management
Agent preview from Dynamics 365 Sales

Microsoft publishes 2025 Release Wave 1 Plans for Biz Apps, Role-based Copilots, Industry Clouds

by Jason Gumpert
Microsoft publishes its semi-annual flurry of new and updated feature plans across the apps and services
AI Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Dataverse (CDS) Dynamics 365 Field Service

Microsoft Dynamics Partner Roundup: Aircraft maintenance; Cannabis compliance; Forms integration; New VP of sales

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Aerospace & Defense Business Central Customer Engagement Document Automation Dynamics 365 Manufacturing Pharmaceuticals Power Platform Preventive Maintenance Regulatory Compliance

From the Microsoft Dynamics 365 CRM Blogs: D365 CRM 8.2; Address entity records; Field operations; Email templates

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

From the Microsoft Power Platform blogs: Maker & admin deployment pages; Copilot to access SharePoint docs; AI prompts in Power Automate; Resolve 403 CORS error

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Azure Copilot Customer Engagement Dataverse (CDS) Development Dynamics 365 Power Apps Power Platform Sales

Microsoft Dynamics Partner Roundup: Contact Center support; Digital retail acquisition; Quality Inspector; Exec appointment; Service referrals

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Contact Center Contact Center Customer Engagement Customer Service Customer Service Dynamics 365 E-Commerce Field Service Finance and Operations Quality Control

From the Microsoft Dynamics 365 CE/CRM Blogs: 'Given key not present' error; Poor lead management; Copilot Studio agents; Workflows for orphaned leads

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Customer Engagement blogs
Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Marketing Marketing Automation Power Apps Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup; Industry partnerships; BC field service connector; Insurance CRM win

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Distribution Dynamics 365 Field Service Manufacturing Retail
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

LATEST VENDOR RESOURCES

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

Dynamics 365 F&O: Benefits of Connecting to CRM, the Power Platform, and the Rest of Your Stack

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan Solutions

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

Coffee + Dunn
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Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

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
More Customer Engagement White Papers

Microsoft Dynamics 365 Sales Implementation: How a USA Manufacturer Transformed Its Sales Operations

Dynamics Square USA
Real-time visibility into every stage of the sales pipeline
AI Customer Engagement Distribution Distribution Dynamics 365 Manufacturing Sales Insights

How Pinnacle Textiles Boosted Sales and Unburdened Service Teams with Dynamics GP-Integrated Ecommerce

k-ecommerce
How k-ecommerce Helped Pinnacle Textiles Reach Their Ecommerce and Customer Service Goals
Business Central Commerce Customer Engagement Dynamics 365 Dynamics GP Sales Textile & Apparel

Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights

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
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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 - Dynamics 365 Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive packing...
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)

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform
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