Customer Engagement news & resources

From the Microsoft Dynamics 365 Customer Engagement Blogs: Customer Insights – Data; AIClassify; Smart agents; New Sales features

by MSDW Reporter

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

Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Field Service Power Automate Power Platform Sales

Microsoft to shutter Smart Assist in Dynamics 365 Customer Service this year, urging users toward Copilot

by MSDW Reporter

Support for the feature ends June 2, 2025 with removal by end of the year

Copilot Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management

From the Microsoft Dynamics 365 CRM Blogs: Copilot case summaries; Customer Service workspace; Core mappings restriction; Renaming root business unit

by MSDW Reporter

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

Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM

From the Microsoft Dynamics 365 Business Central blogs: Extensions; D365BC and D365 CE; Change log management; Inventory visibility

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 Business Central blogs

Auditing Business Central Customer Engagement Data Integration Dynamics 365 Dynamics NAV Inventory Management

Microsoft publishes 2025 Release Wave 1 Plans for Biz Apps, Role-based Copilots, Industry Clouds

by Jason Gumpert

Microsoft publishes its semi-annual flurry of new and updated feature plans across the apps and services

Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service Dataverse (CDS) Dynamics 365 Field Service

Microsoft Dynamics Partner Roundup: Aircraft maintenance; Cannabis compliance; Forms integration; New VP of sales

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Aerospace & Defense Business Central Customer Engagement Document Automation Dynamics 365 Manufacturing Pharmaceuticals Power Platform Preventive Maintenance Regulatory Compliance

From the Microsoft Dynamics 365 CRM Blogs: D365 CRM 8.2; Address entity records; Field operations; Email templates

by MSDW Reporter

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

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

From the Microsoft Power Platform blogs: Maker & admin deployment pages; Copilot to access SharePoint docs; AI prompts in Power Automate; Resolve 403 CORS error

by MSDW Reporter

A selection of the latest insight from the Power Platform blogs

Azure Copilot Customer Engagement Dataverse (CDS) Development Dynamics 365 Power Apps Power Platform Sales

Microsoft Dynamics Partner Roundup: Contact Center support; Digital retail acquisition; Quality Inspector; Exec appointment; Service referrals

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Contact Center Contact Center Customer Engagement Customer Service Customer Service Dynamics 365 E-Commerce Field Service Finance and Operations Quality Control

From the Microsoft Dynamics 365 CE/CRM Blogs: 'Given key not present' error; Poor lead management; Copilot Studio agents; Workflows for orphaned leads

by MSDW Reporter

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

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Marketing Automation Power Apps Power Platform Sales Sales & Marketing

LATEST VENDOR RESOURCES

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

AI Business Solutions Partner Show, September 2025: Maximizing SMB Sales with Microsoft's Eric Fink

TD SYNNEX

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