Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: CRM integration; Workflow automation; Partnership; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Financial Services Professional Services Regulatory Compliance

Fast tracking the sales process in Microsoft Dynamics 365 Project Service Automation with Power Apps and Power Automate flows

by Kuldeep Gupta

Discover how to accelerate the opportunity to contract pathway in Dynamics 365 Project Service Automation

Business Process Mgmt Customer Engagement Dynamics 365 Power Apps Power Automate Power Platform Project Management Project Service Automation Sales & Marketing Sales Quoting Service Management Workflow Management

The race to tune large-scale Dynamics 365 Finance & Operations implementations

by Eamon McCarthy Earls

Senior D365 Finance and Operations architect and trainer Brandon Ahmad shares some of the key challenges facing new, large-scale implementations

Azure Business Central Business Performance Mgmt Customer Engagement Development Dynamics 365 Finance and Operations

Microsoft Dynamics Partner Roundup: CRM IP deal; CPQ partnership; Process automation; New hire

by MSDW Reporter

The latest partner news in the Microsoft Dynamics ecosystem.

Accounting Azure Billing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

Podcast Review: The challenge of unifying sales front and back offices

by Eamon McCarthy Earls

Dynamics 365 professional Frieda Maher shares her thoughts on current day deployment strategies and the changes brought by cloud-based apps

Agile Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Platform Project Management Sales & Marketing Scrum

MSDW Podcast: Frieda Maher on the challenges of the sales back office

by MSDW Reporter

Agile Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Project Management Sales & Marketing Scrum

MSDW Podcast: News Roundup on coronavirus, conferences, release wave, virtual accounting, and more

by MSDW Reporter

AP Automation Accounting Architecture Business Central Business Process Mgmt Collections Management Construction Customer Engagement Customer Relationship Mgmt Customer Service Data Integration Dataverse (CDS)

From the Microsoft Dynamics 365 for Customer Engagement Blogs: System configuration; Omnichannel engagement; Command checker tool

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Customer Engagement blogs

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

WalkMe supports digital adoption platform on Microsoft Dynamics 365 Sales

by MSDW Reporter

Partnership aims to increase productivity and user adoption among sales teams.

AppSource Customer Engagement Dynamics 365 Sales Sales & Marketing Training User Adoption

More Microsoft, channel conferences upended in response to coronavirus

by MSDW Reporter

Ignite 2020 goes digital-only; Directions North America postponed to December

Business Central Customer Engagement Directions NA 2020 Dynamics 365 Dynamics NAV Ignite 2020

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