Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: CRM integration; Partnership; Apps on AppSource; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Services Sales & Marketing

Microsoft Dynamics Partner Roundup: QMS, analytics partnerships; Typeface AI integration; New VAR president

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Customer Engagement Customer Experience (CX) Customer Insights - Data Data Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Marketing Automation

Strategies for Elevating Sales Performance with Microsoft Dynamics CRM

by Satish Reddy

Check out five strategies for simplifying the Dynamics 365 CRM interface to empower sales teams to exceed their quotas and drive business growth

Customer Engagement Dynamics 365

Microsoft announces new retail-focused AI and data tools and partnerships

by Jason Gumpert

Industry updates coming to Cloud for Retail, Dynamics 365 Customer Insights, Azure Open AI Service

AI and Machine Learning Azure BI and Reporting Communications Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 E-Commerce NRF 2024 Project Management

Field Service: Death by a thousand paper cuts?

by Satish Reddy

What factors are keeping field service teams on their paper-based processes?

Construction Customer Engagement Customer Service Data Integration Dynamics 365 Field Service Manufacturing Mobile Applications Professional Services Property Management User Adoption

Travel Insurance Industry’s Email Problem: Storage strategies for Microsoft customers

by Ankit Shah

In an email-intensive industry like travel insurance, organizations need a plan to avoid costly storage mistakes

Azure BI and Reporting Customer Engagement Customer Service Data Management Data Warehousing Databases Dynamics 365 Email Management Insurance Sales Storage

DynamicsMinds 2024 Preview: Community members share memories, tips

by MSDW Reporter

Six community members share their outlook on the growing community event

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV DynamicsMinds 2024 Finance and Operations Power Platform

Ways to optimize Dynamics 365 CE in a high-turnover environment

by Tara Porter

From onboarding to ongoing training, use these strategies to keep your Dynamics game strong

Customer Engagement Dynamics 365 Training User Adoption User Management

Top Microsoft Dynamics ERP & CRM News of 2023

by Jason Gumpert

AI dominated Microsoft presentations, blog posts, and earnings calls, with cloud services not far behind

AI and Machine Learning Accounting Azure BI and Reporting Business Central Customer Engagement Data Management Data Warehousing Databases Dataverse (CDS) Dynamics 365

Why Using Microsoft Clarity for Dynamics 365 CE Is a Game-Changer

by Tara Porter

Steps you can take with Clarity findings to level up your team's adoption of D365 applications

Customer Engagement Dynamics 365 Dynamics CRM Power Apps Power Platform User Adoption

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