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Customer Engagement news & resources
With AI plans intensifying, Microsoft is reshaping Dynamics 365 priorities: DynamicsMinds 2025
by
Jason
Gumpert
AI agents and MPC server development plans are key to the next phase of ERP and CRM at Microsoft
Copilot
Customer Engagement
Dynamics 365
DynamicsMinds 2025
Finance and Operations
Microsoft Corporate
Power Platform
From the Microsoft Dynamics 365 CE/CRM Blogs: Customer knowledge management agent; Segment in Customer Insights; D365 Sales + D365BC; WhatsApp & Dynamics 365 Contact Center
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Business Central
Contact Center
Contact Center
Copilot
Customer Engagement
Customer Insights - Data
Customer Relationship Mgmt
Customer Service
Customer Service
Data Integration
Dynamics 365
Resco unveils product roadmap focused on 3 priorities at Resco Next 2025
by
Jason
Gumpert
Product strategy focuses on mobile, inspections, and components includes steady increase in AI capabilities
Copilot
Customer Engagement
Dataverse (CDS)
Dynamics 365
Dynamics CRM
Fabric
Field Service
Mobile Applications
Power Apps
Power Automate
Power BI
Microsoft Dynamics Partner Roundup: Streamlining purchase-to-pay; Revenue AI integration; Director of sales; Head of data/AI; AI assessment
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
Construction
Copilot
Customer Engagement
Dynamics 365
Finance and Operations
Sales
Sales & Marketing
From the Microsoft Dynamics 365 Finance and Supply Chain Management: Deep links to records; User license enforcement; Batch and serial numbers; CRM connection issue resolved
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Customer Engagement
Data Integration
Dynamics 365
Dynamics AX
Finance and Operations
Licensing
Product Traceability
From the Microsoft Dynamics 365 CRM Blogs: Leads vs. opportunities; Adding age verification; Email engagement; Track outbound sales activity
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement
Dynamics 365
Email Management
Sales
Sales & Marketing
MSDW Podcast: CRM and the evolution of buyer behavior, with Thomas Manders
by
MSDW
Reporter
Sharing examples of business processes that Dynamics 365 users can execute on today to help unify sales and marketing
Customer Engagement
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Dynamics 365
Dynamics CRM
MSDW Podcast
Sales & Marketing
TechFluent Academy plans a new training cohort, seeks Dynamics and Power Platform mentors
by
Linda
Rosencrance
Training in D365, Power BI, and Power Platform, as well as consulting fundamentals aims to build career-ready skills
Customer Engagement
Dynamics 365
Power Apps
Power Automate
Power BI
Power Platform
Microsoft Dynamics Partner Roundup: New platform features; Automotive partnership; Regional expansion; Enterprise planning
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
Business Central
Customer Engagement
Distribution
Dynamics 365
Dynamics AX
Dynamics GP
Dynamics NAV
Field Service
Finance and Operations
Planning & Scheduling
Power BI
Power Platform
From the Microsoft Dynamics 365 CRM Blogs: Boost field service operations; Connected customer service; Case management agent; Speed up form filling
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Field Service
Field Service
Sales
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Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress
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Your Guide, Your Partner, Your Microsoft Advantage
JourneyTeam
When technology projects feel overwhelming, the right partner changes everything.
Azure
Copilot
Customer Engagement
Dynamics 365
Fabric
Partner Strategy
Power Platform
Purview
Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM
JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning
Azure
Contact Center
Contact Center
Copilot
Customer Engagement
Customer Experience (CX)
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment
Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement
Customer Insights - Journeys (Marketing)
Dynamics 365
Sales & Marketing
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
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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
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WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM
WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Dynamics 365
Power Apps
Power Platform
Sales
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
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