Customer Engagement news & resources

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Update policies; Solution layering; Authentication; Editing the DOM

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Power Platform PowerApps control framework (PCF)

MSDW Podcast: News roundup featuring Project Service, solution architects, IoT and blockchain, PCF

by MSDW Reporter
Azure BI and Reporting Blockchain Business Central Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX FastTrack Finance and Operations Internet of Things (IoT) MSDW Podcast
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Thriving in the rental industry: What you need to know about pricing

by Michiel Toppers

Companies need to understand rental and leasing price models to stay afloat

Advanced Pricing Customer Engagement Dynamics 365 Finance and Operations Rental
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Integrate Dynamics 365 for Customer Engagement apps with Microsoft Teams

by Abhishek Kumar

Learn how to make Dynamics 365 for Customer Engagement a tab on Teams for easy accesss to customer information

Bots Collaborative Workspaces Customer Engagement Data Integration Dynamics 365 Microsoft Teams
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Microsoft unveils Dynamics 365 FastTrack Recognized Solution Architects designation and inaugural group

by Jason Gumpert

Select group of D365 Customer Experience and F&O architects demonstrated specific levels of experience – and project outcome.

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM FastTrack Finance and Operations

Microsoft Dynamics Partner Roundup: Services in China; Contact center; D365 backups; CX acquisition

by MSDW Reporter

A selection of this week's news and announcements from the Microsoft Dynamics partner channel.

AppSource Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365
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Microsoft will reformulate Dynamics 365 Project Service Automation with MS Project tools

by Jason Gumpert

D365 PSA to replace project planning tools with MS Project, while remaining a CDS-based application.

Azure Customer Engagement Dataverse (CDS) Dynamics 365 Power Platform Project Management Project Service Automation
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What if a resource requirement still appear after a task is deleted from Schedule in Dynamics 365 Project Service Automation V3?

by Kuldeep Gupta

Resource requirements don't get deleted when a task in the Dynamics 365 Project Service Automation schedule is removed prompting workarounds

Customer Engagement Dynamics 365 Planning & Scheduling Project Management Project Service Automation
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Beyond the Data, Part 2: Turning Industry Insights into Icebreakers

by Heidi Tucker

Why industry knowledge is so important when meeting your prospects.

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Data migration; Resource scheduling; Static marketing list; Email

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

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

LATEST VENDOR RESOURCES

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

50 Dynamics 365 Customer Insights Tips in 50 Minutes

Coffee + Dunn

Training That Works: How to Access Self-Paced D365 Learning from Item by Item & MSDW

More Customer Engagement Videos

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

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 at a high-level and how it applies to your...
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

Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365

Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security
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