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Customer Engagement news & resources
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
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
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LATEST VENDOR RESOURCES
Videos
White Papers
Case Studies
Solutions
Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot
JourneyTeam
Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator
MSDW Features
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
More Customer Engagement Videos
Lead the Change: Build a Future-Proof Customer Contact Center with AI
JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking
Contact Center
Contact Center
Customer Engagement
Customer Experience (CX)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Telephony
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
More Customer Engagement White Papers
Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365
JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement
Customer Service
Distribution
Dynamics 365
Sales
Sales & Marketing
Sales & Ops Planning
How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central
JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting
Business Central
Business Process Mgmt
Customer Engagement
Customer Service
Dynamics 365
Furniture
Manufacturing
Power BI
Power Platform
Retail
Sales
Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform
JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive
Customer Engagement
Customer Experience (CX)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Field Service
Field Service
Power Platform
Project Operations
Project Service Automation
Modernizing Student Engagement at UVA’s Batten School with Microsoft Power Platform
JourneyTeam
Outgrown its legacy student engagement tools, relying on scattered systems and manual processes
Azure
Customer Engagement
Dataverse (CDS)
Dynamics 365
Education
Power Apps
Power BI
Power Pages
Power Platform
Student Information System
QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365
Inogic
Customer Engagement
Dynamics 365
Web-based Mapping
More Customer Engagement Case Studies
Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM
Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Service
Document Management
Dynamics 365
Field Service
Power Apps
Power Platform
Project Service Automation
Sales
Storage
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
More Customer Engagement Solutions
