Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: New hire; Acquisition; COO hire; Dealer integration; Warehouse Insight update

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Construction Customer Engagement Data Integration Dynamics 365 Finance and Operations Industrial Equipment Power Platform Rental

Biz Apps Classroom, Episode 2: Why Microsoft certifications matter

by MSDW Reporter
Discussing certification experiences over the years, both good and bad, and what Microsoft has done to improve their approach
Biz Apps Classroom Customer Engagement Dynamics 365 MSDW Podcast Power Platform Training

How to resolve post-update display issues in a Dynamics 365 organization

by Nikhil Rajendran
When this mode is enabled, model-driven apps in Dynamics 365 can be opened in a browser without menus, navigation, or toolbars
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Power Apps Power Platform

From the Microsoft Dynamics 365 CRM Blogs: Monitoring and resolving issues; Retrieving audit data; Managing appointments; Focused view

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Auditing Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Dynamics 365 Sales & Marketing

Beyond Implementation: Providing Continuous Learning for Your Microsoft Dynamics 365 Users

by Tara Porter
To get the most out of Dynamics, it’s important to keep users learning and using it effectively.
Business Central Customer Engagement Dynamics 365 Finance and Operations User Adoption

Biz Apps Classroom, Episode 1: Let's talk training and learning

by MSDW Reporter
Kicking off a new podcast series all about training and learning in the Microsoft Dynamics 365 and Power Platform space.
Biz Apps Classroom Customer Engagement Dynamics 365 Power Platform Training

MSDW Podcast: Assessing Microsoft Dynamics 365 Service Providers

by MSDW Reporter
Reviewing Everest Group's latest ratings of systems integrators in the Microsoft Dynamics 365 ecosystem
Customer Engagement Dynamics 365 Finance and Operations
Copilot in Dynamics 365 Guides with HoloLens 2

Ignite 2023: Microsoft to add Copilot to mixed reality experience of Dynamics 365 Guides

by Jason Gumpert
The AI-based experience comes first to HoloLens2, then to mobile devices
Customer Engagement Dynamics 365 Field Service Field Service Guides HoloLens Ignite 2023 Knowledge Management Mixed Reality Remote Assist

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

Ignite 2023: Microsoft broadens role-based generative AI with Copilot for Service preview

by Jason Gumpert
Preview in December will offer pre-built CRM and contact center app integrations
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Ignite 2023 Knowledge Management Sales & Marketing Service Management

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
More Customer Engagement Videos

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...
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

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
More Customer Engagement Solutions