Customer Engagement news & resources

TechFluent cohort participants and trainers

TechFluent's latest training cohort gains momentum on Microsoft Power Platform, Dynamics 365

by Linda Rosencrance
The organization also welcomes a new program director as students go deep on multiple technologies
BI and Reporting Business Process Mgmt Copilot Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI Power Platform

Microsoft Dynamics Partner Roundup: Food & Beverage partner program; New Microsoft Cloud business unit; Nonprofit ERP; APAC expansion

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Azure Business Central Customer Engagement Dynamics 365 Food & Beverage Project Management Project Operations
Best Practices for Complex Salesforce to Dynamics 365 Migrations

Lessons I've Learned Migrating Complex Salesforce Solutions to Dynamics 365

by Pradeep Raja
A practical guide to rethinking CRM strategy, streamlining operations, and unlocking AI-powered insights during Salesforce to Dynamics 365 migrations
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Data Migration Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Automate Power BI Power Platform Salesforce

From the Microsoft Dynamics 365 CE/CRM Blogs: One-click unsubscribe; Real-time journeys; AI-powered CRM agents; Filters, sort options

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CPQ integration; Sales insights; Construction go-live; Manufacturer modernization; Startups Pegasus Program

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

MSDW Podcast: How partners are preparing for Microsoft's FY2026 strategy, with Joe Corigliano

by MSDW Reporter
How will partners evolve in the face of rapid changes at Microsoft?
Biz Apps Partner Executive Summit 2025 Business Central Copilot Customer Engagement Dynamics 365 Finance and Operations MSDW Podcast Microsoft Corporate Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Form submission counts; Dataverse optimization; Integration architecture; Social media leads

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Azure Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365
Dynamics Communities Biz Apps Partner Executive Summit 2025

Microsoft plans aggressive maneuvers to gain an edge in fight for AI agent market share

by Jason Gumpert
Company is hiring for Forward Deployment Engineer roles and building an agent library to win more AI deals
Biz Apps Partner Executive Summit 2025 Copilot Copilot Studio Customer Engagement Dynamics 365 Finance and Operations Microsoft Corporate Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Content management; Event invitations; Reporting: New features in D365 Sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
BI and Reporting Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales Sales & Marketing

MSDW Podcast: Defining successful AI experiences, live from UG Summit Roadshow Seattle

by MSDW Reporter
Three experts discuss their sessions and experiences working with customers and partners
Business Central Copilot Copilot Studio Customer Engagement Dynamics 365 Finance and Operations MSDW Podcast Power Platform

LATEST VENDOR RESOURCES

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

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

The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

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
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
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