Customer Engagement news & resources

Microsoft plans to shift Project Service Automation app away from Dynamics 365 portfolio

by Jason Gumpert

New guidance to partners shows that PSA will be offered in new combination with MS Project, Project Online, not in D365.

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management
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Microsoft quietly sets new data storage pricing for PowerApps, Dynamics 365 Customer Engagement

by Jason Gumpert

New Common Data Model for Apps storage pricing goes into effect April 1, 2018.

Business Central Common Data Service Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Apps Power Platform

Using Microsoft Flow to allocate Outlook meetings on the schedule board in Dynamics 365 Project Service Automation

by Kuldeep Gupta

Using Microsoft Flow and Dynamics 365 Project Service Automation together can help avoid the risks of overbooking

Customer Engagement Data Integration Dynamics 365 Dynamics CRM Flow Planning & Scheduling Power Automate Power Platform Project Management Project Service Automation Service Management
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Formstack acquires online data integration platform Bedrock Data

by MSDW Reporter

Deal is part of Formstack's larger data platform vision, says CEO.

Business Process Mgmt Customer Engagement Data Integration Document Automation Dynamics 365 Dynamics CRM
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What should IT leaders know about Azure management groups?

by Greg Leonardo

Azure management groups offer users a chance to simplify subscription management

Business Central Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics SL Finance and Operations Power Automate
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Managing Microsoft Dynamics 365 for Customer Engagement documents in SharePoint Online

by Abhishek Kumar

Thanks to the integration between SharePoint and Dynamics 365, you can store documents and control their security permissions

Customer Engagement Document Management Dynamics 365 Dynamics CRM Security

Run on-demand workflows with Microsoft Flow in Dynamics 365 for Customer Engagement UCI Apps

by Shailesh Wath

Microsoft has introduced a new user experience that uses responsive web design and by default requires the use of Flow for on-demand workflows via configuration. 

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Production instance; Mailbox details; Disaster recovery; Authentication

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM
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Microsoft bolsters Dynamics 365 with new mixed reality, analytics, virtual agents, fraud detection

by Jason Gumpert

Fraud detection, Android support for mixed reality, and new customer service tools add to existing spring release plans.

BI and Reporting Bots Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mixed Reality Sales Sales & Marketing
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Microsoft to support enterprise-grade surveys with Forms Pro, aligned with Office 365, business apps

by Jason Gumpert

Introduction of Forms Pro and updates to Power Platform, Microsoft Business Apps gain traction

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

LATEST VENDOR RESOURCES

Create Customer Journeys in Dynamics 365 Marketing

Encore Business Solutions

The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti
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End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

Your Guide, Your Partner, Your Microsoft Advantage

JourneyTeam
When technology projects feel overwhelming, the right partner changes everything.
Azure Copilot Customer Engagement Dynamics 365 Fabric Partner Strategy Power Platform Purview

Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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
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Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

Modernizing Student Engagement at UVA’s Batten School with Microsoft Power Platform

JourneyTeam
Outgrown its legacy student engagement tools, relying on scattered systems and manual processes
Azure Customer Engagement Dataverse (CDS) Dynamics 365 Education Power Apps Power BI Power Pages Power Platform Student Information System

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping
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Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

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
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