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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
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Videos
White Papers
Case Studies
Solutions
Exploring Microsoft Copilot in Dynamics 365 and Microsoft 365
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Finance and Operations
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Project Management HEADSTART for Microsoft Dynamics 365 Sales
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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
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Connect the Customer Journey with Dynamics and Marketing Automation
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Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement
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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
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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
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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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