Customer Engagement news & resources

MSDW Podcast: Jukka Niiranen on Power Platform licensing, AI, and career changes

by MSDW Reporter

Talking career evolution, Jukka's current work, technology outlook, conference plans, and more

Copilot Customer Engagement Dynamics 365 MSDW Podcast Power Apps Power Platform xRM

From the Microsoft Dynamics 365 CRM Blogs: Quote and order emails; Copilot for D365 Sales; Address management; Marketing features

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CRM blogs

CPQ (Configure, Price, Quote) Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing

MSDW Podcast: 5 Tactical Ways to Strengthen Sales with Marketing Automation

by MSDW Reporter

How to get more out of your marketing technology investment

Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Power Platform Sales & Marketing

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

LATEST VENDOR RESOURCES

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

Coffee + Dunn

How to Infuse AI into Microsoft Business Applications

HSO

Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap

Plauti

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 Sales & Marketing

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

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

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

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