Customer Engagement news & resources

WalkMe announces UI process analysis tool for Microsoft Dynamics 365

by MSDW Reporter

UI Intelligence for Microsoft Dynamics 365 is the first in a new line of analytical tools for enterprise systems

Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 User Adoption

4 recommendations for a successful Microsoft Dynamics 365 CRM user adoption strategy

by Sam Kumar

Keep these capabilities in mind when looking for user adoption tools to support your CRM solution

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing User Adoption User Management

Security and blockchain for Microsoft business apps: A Q&A with Thomas Berndorfer

by Eamon McCarthy Earls

Connecting Software founder and CEO Thomas Berndorfer explains how the company leverages blockchain and their work in the Microsoft channel

AppSource Azure Compute Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations ISV Connect Integration Power Automate

Planning a document management investment with Dynamics 365 CRM: 5 ways to prioritize

by Sam Kumar

How to improve your productivity and select the right type of solution for your needs

Content Management Customer Engagement Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Enterprise Content Mgmt Security

MSDW Podcast: Document visibility across Dynamics applications

by MSDW Reporter

Business Central Business Performance Mgmt Content Management Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

A better way to open Project Tasks in Dynamics 365 Project Operations

by Kuldeep Gupta

How Microsoft (mostly) resolved a small but serious usability issue

Customer Engagement Dynamics 365 Professional Services Project Management Project Operations

Canada-based Microsoft Dynamics 365 partners XRM Vision and TDT join forces

by MSDW Reporter

The combined organization covers broader geography with 80 staff

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Education Financial Services Government Healthcare Insurance Manufacturing Power Platform Sales & Marketing

Location Intelligence: Know the 'where' of your Dynamics 365 data

by Sam Kumar

Examining common use cases for location data in the context of marketing, sales, and service scenarios

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Field Service Power Platform Sales Sales & Marketing

MSDW Podcast: Reviewing Ignite Fall 2021 with Asif Rehmani

by Jason Gumpert

Azure Customer Engagement Customer Insights - Data Dynamics 365 Finance and Operations Guides Ignite November 2021 MSDW Podcast Mixed Reality Mixed Reality Power Apps

Finding a subscription and recurring billing app for Dynamics 365 CRM and your SaaS business

by Sam Kumar

Key features your subscription and recurring billing management app must have and how it should work in the context of Dynamics 365 CRM

Customer Engagement Customer Service Dynamics 365 Field Service Project Operations Sales Subscription Management Subscription billing

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