Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Low-code partnership; Cobrowse app; Loan origination; AEC win

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Architecture Construction Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations Project Management

Microsoft Dynamics Partner Roundup: AP automation; Conversation analytics; New product for D365 CE

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Business Central Call Tracking Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Partner Relationship Management (PRM) Payment Processing
TechFluent

TechFluent Academy seeks trainers for new Dynamics 365 CE / Power Platform Curriculum

by MSDW Reporter
New cohort starts in July, featuring technical and consulting skills
Customer Engagement Dynamics 365 Power Platform
MSDW joins Resco Next 2025

MSDW Podcast: Inspections, AI, and more at Resco Next 2025

by MSDW Reporter
Highlights of interviews with Resco, Microsoft, partners, and customers at Resco Next 2025
AI Construction Copilot Customer Engagement Dataverse (CDS) Dynamics 365 Energy Fabric Field Service Field Service MSDW Podcast Medical Devices
Connected strings of lights

Connecting the Dots: Marketing Automation Strategies Fueled by Dynamics 365

by MSDW Reporter
Exploring the ways that organizations win when data flows well between sales and marketing
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Proactive engagement/ conversational journeys; Solution versioning; Customer intent agent; Update your Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Copilot Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Sales & Marketing
velosio-logo-tm.png

Velosio Acquires Strava Technology Group

by MSDW Reporter
Deal aims to enhance Velosio's customer engagement capabilities across the Microsoft Cloud
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Power Platform Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Customer Feedback Survey Agent; Sales challenges; Customer service benefits guide; Kanban boards

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Copilot Customer Engagement Dynamics 365
MSDW Podcast: How to turn Dynamics data into marketing wins

MSDW Podcast: How to turn Dynamics data into marketing wins

by MSDW Reporter
How data from a Dynamics 365 CRM system can help marketers get the best results for their sales teams
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service MSDW Podcast Marketing Automation Sales Sales & Marketing
DynamicsMinds 2025 keynote stage

With AI plans intensifying, Microsoft is reshaping Dynamics 365 priorities: DynamicsMinds 2025

by Jason Gumpert
AI agents and MPC server development plans are key to the next phase of ERP and CRM at Microsoft
AI Copilot Customer Engagement Dynamics 365 DynamicsMinds 2025 Finance and Operations Microsoft Corporate Power Platform

LATEST VENDOR RESOURCES

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

Dynamics 365 F&O: Benefits of Connecting to CRM, the Power Platform, and the Rest of Your Stack

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

The Impact of AI on (our) Business - Dynamics 365 Customer Service

WebSan Solutions
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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

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil
More Customer Engagement White Papers

Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics NAV Electronic Signatures Energy Sales Insights

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

Microsoft Dynamics 365 Sales Implementation: How a USA Manufacturer Transformed Its Sales Operations

Dynamics Square USA
Real-time visibility into every stage of the sales pipeline
AI Customer Engagement Distribution Distribution Dynamics 365 Manufacturing Sales Insights

How Pinnacle Textiles Boosted Sales and Unburdened Service Teams with Dynamics GP-Integrated Ecommerce

k-ecommerce
How k-ecommerce Helped Pinnacle Textiles Reach Their Ecommerce and Customer Service Goals
Business Central Commerce Customer Engagement Dynamics 365 Dynamics GP Sales Textile & Apparel

Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights
More Customer Engagement Case Studies

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Dynamics 365 Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive packing...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform
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