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Customer Engagement news & resources
From the Microsoft Dynamics 365 CE/CRM Blogs: Sales journeys; Customer retention; Integrated search providers; Mastering sales territories
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Copilot
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Email Management
Marketing Automation
Sales
Sales & Marketing
Microsoft Dynamics Partner Roundup: Indonesia acquisition; Life sciences partnership; Partner executive hire; AEC win
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
Architecture
Business Central
Construction
Customer Engagement
Dynamics 365
Engineering
Finance and Operations
Life Sciences
Manufacturing
Regulatory Compliance
Microsoft announces new AI agents, accelerator program for sellers
by
Jason
Gumpert
New Sales Agent can close some sales on its own, Microsoft claims
Copilot
Customer Engagement
Customer Service
Dynamics 365
Field Service
Sales
Sales & Marketing
From the Microsoft Dynamics 365 CRM Blogs: Data visibility in D365CE; Dynamic email signatures; Streamlining data access; Copilot record summaries
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement
Customer Insights - Journeys (Marketing)
Customer Service
Customer Service
Dynamics 365
Sales
Sales & Marketing
Microsoft launches D365 Contact Center survey capabilities in Copilot Studio
by
Jason
Gumpert
New capabilities, now in preview, include voice-based surveys
Contact Center
Contact Center
Customer Engagement
Customer Service
Customer Voice
Dataverse (CDS)
Dynamics 365
Power Automate
Power Platform
From the Microsoft Dynamics 365 CRM Blogs: Manage cases; Natural language search; Copilot page; Customer Service timeline
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Copilot
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Sales
Sales & Marketing
From the Microsoft Dynamics 365 CE/CRM Blogs: Autonomous agents; Field-level security; Update data; Customer Service Copilot
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Contact Center
Copilot
Copilot Studio
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Power Platform
Sales
Sales & Marketing
Navigating Your Microsoft Dynamics 365 Licensing Needs
by
Yogesh
Kasat
How to optimize your licensing spend, aligning with the organization needs and while achieving compliance
Business Central
Customer Engagement
Dataverse (CDS)
Dynamics 365
Finance and Operations
Licensing
Power Platform
Software Licensing
From the Microsoft Dynamics 365 CRM Blogs: Opportunity to quote; Field-level security; Update data; Copilot
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
CPQ (Configure, Price, Quote)
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Data Management
Dynamics 365
Dynamics CRM
Sales
Sales & Marketing
Sales Quoting
Microsoft Dynamics Partner Roundup: e-commerce platform; FP&A on Azure; Reporting online; PE funding; Rental management
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting
Business Central
Corporate Perf Mgmt (CPM)
Customer Engagement
Dynamics 365
Dynamics AX
Dynamics CRM
Dynamics NAV
E-Commerce
Finance and Operations
Power Platform
Rental
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LATEST VENDOR RESOURCES
Videos
White Papers
Case Studies
Solutions
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
More Customer Engagement Solutions
