Customer Engagement news & resources

From the Microsoft Dynamics 365 CRM Blogs: Deleting work orders; Attachment control; Customer voice surveys; Fix CRM with Power Platform

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CE/CRM blogs

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Customer Voice Dynamics 365 Dynamics CRM Field Service Field Service Power Platform Sales

Microsoft Dynamics Partner Roundup: Low-code partnership; Cobrowse app; Loan origination; AEC win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Architecture Construction Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations Project Management

Microsoft Dynamics Partner Roundup: AP automation; Conversation analytics; New product for D365 CE

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Business Central Call Tracking Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Partner Relationship Management (PRM) Payment Processing

TechFluent Academy seeks trainers for new Dynamics 365 CE / Power Platform Curriculum

by MSDW Reporter

New cohort starts in July, featuring technical and consulting skills

Customer Engagement Dynamics 365 Power Platform

MSDW Podcast: Inspections, AI, and more at Resco Next 2025

by MSDW Reporter

Highlights of interviews with Resco, Microsoft, partners, and customers at Resco Next 2025

Construction Copilot Customer Engagement Dataverse (CDS) Dynamics 365 Energy Fabric Field Service Field Service MSDW Podcast Medical Devices

Connecting the Dots: Marketing Automation Strategies Fueled by Dynamics 365

by MSDW Reporter

Exploring the ways that organizations win when data flows well between sales and marketing

Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Proactive engagement/ conversational journeys; Solution versioning; Customer intent agent; Update your Copilot

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

Copilot Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Sales & Marketing

Velosio Acquires Strava Technology Group

by MSDW Reporter

Deal aims to enhance Velosio's customer engagement capabilities across the Microsoft Cloud

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Power Platform Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Customer Feedback Survey Agent; Sales challenges; Customer service benefits guide; Kanban boards

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

Copilot Customer Engagement Dynamics 365

MSDW Podcast: How to turn Dynamics data into marketing wins

by MSDW Reporter

How data from a Dynamics 365 CRM system can help marketers get the best results for their sales teams

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service MSDW Podcast Marketing Automation Sales Sales & Marketing

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

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

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence

Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.

Customer Engagement Dynamics 365 Dynamics CRM Sales

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