Customer Engagement news & resources

Microsoft Dynamics 365 nonprofit accelerator improves project, finance, case management

by MSDW Reporter

Updates to the data model, solutions, and mobile app.

Customer Engagement Dataverse (CDS) Dynamics 365 Expense Management Financial Management Mobile Applications Not For Profit Power Apps Power Platform Project Management Service Management Time & Attendance

Microsoft Dynamics Partner Roundup: PSA partnership; Cloud migration; New hire; EDI integration

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Data Integration Data Migration Dynamics 365 EDI Project Management Service Management

Flows from the field: Service Bus Queues; Maintaining user security settings; Generating data; Grouping and summing

by Eamon McCarthy Earls

Recent Power Automate flows from intrepid D365 professionals - and beyond

Azure Customer Engagement Dynamics 365 Integration Power Automate Power Platform Robotic Process Automation (RPA) Sales Security Storage

Navigating the dangerous waters of data management to find a practical solution

by Adam Perry

Two concepts about data management will help you focus your team's efforts and investments.

Customer Engagement Data Management Dynamics 365 Dynamics CRM Power Platform Sales & Marketing

MSDW Podcast: Mike Dickerson on marketing in a crisis and the needs of Microsoft partners

by MSDW Reporter

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM ISV Connect MSDW Podcast Marketing Automation Sales & Marketing

MSDW Podcast: Guus Krabbenborg on the challenge of better enterprise software projects

by MSDW Reporter

Business Central Customer Engagement Dynamics 365 Dynamics NAV Finance and Operations MSDW Podcast

Insurance models and apps coming to Microsoft Dynamics 365 Financial Services Accelerator

by Jason Gumpert

Microsoft rolls out the new Dynamics 365 Financial Services Accelerator, focusing on insurance

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Financial Services Insurance Portals Power Apps Power Automate

Former Microsoft business applications sales chief heads to Pega

by MSDW Reporter

Hayden Stafford will lead client engagement for Pega, reporting to the CEO

Business Central Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Microsoft Corporate Power Platform

Microsoft previews a bundled cloud healthcare offering, focused on providers

by Jason Gumpert

Microsoft believes its Cloud for Healthcare will become its own product offering in the future

Azure Customer Engagement Dynamics 365 Power BI Power Platform

MSDW Podcast: Developing a roadmap to solution development success

by MSDW Reporter

Azure Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations MSDW Podcast

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