Customer Insights - Data news & resources

CRM and the evolution of buyer behavior, with Thomas Manders

MSDW Podcast: CRM and the evolution of buyer behavior, with Thomas Manders

by MSDW Reporter
Sharing examples of business processes that Dynamics 365 users can execute on today to help unify sales and marketing
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Sales & Marketing

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

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
Agent preview from Dynamics 365 Sales

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

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 Dynamics 365 CE/CRM Blogs: Object reference not set error; Website tracking; Multilingual voice agents

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Contact Center Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Marketing Automation Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Auto assign leads; Resource allocation; Hierarchical view button; Outbound sales

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 Field Service Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Outbound segments; Queue items control; Locking fields; Document summary

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Field Service Field Service Marketing Automation Sales

From the Microsoft Dynamics 365 CRM Blogs: Marketing consent; Sales strategies; Dialer enhancements; Clone order records

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing Sales Order Processing

Microsoft names 2024 Partner of the Year Winners and Finalists

by MSDW Reporter
Seven business app categories see dense cluster of winners and finalists
Business Central Business Process Mgmt Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Service Dynamics 365 Finance and Operations Financial Management Power Apps

LATEST VENDOR RESOURCES

50 Dynamics 365 Customer Insights Tips in 50 Minutes

Coffee + Dunn

The Future of Profit Maximization for Distributors

Cavallo

Cavallo's Profit Max Platform

Cavallo

Introducing The Knowledge Hub

Coffee + Dunn

CDP 101: The Lowdown on Customer Data Platforms

Coffee + Dunn
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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

Stop Churn Before It Starts: A Playbook for Manufacturing & Distribution Leaders

Cavallo
Spot early signals, prioritize high-value accounts, and run coordinated sales-and-marketing actions that address churn
Business Central Customer Insights - Data Distribution Dynamics 365 Dynamics GP Finance and Operations Manufacturing

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

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

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 and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service Customer Voice Dynamics 365

The Shift to Customer Experience in Retail

Prodware

Customer xxperience overtakes price and product

Commerce Consumer Goods Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service
More Customer Insights - Data White Papers

Global Rotational Molded Plastics Transforms with Business Central

VCIO Global
Learn how PolyJohn Enterprises undertook their digital transformation with VCIO Global, M365, CRM and Business Central.
AI and Machine Learning Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Manufacturing Power Apps Power Automate Power BI

WatchBox Personalizes the Retail Experience

Plauti
But legacy data migrations and multiple CRM data channels created challenges and eroded the customer 360 view
Customer Insights - Data Data Management Dynamics 365 Jewelry Retail

Future-Proofing the Insurance Experience with a Policyholder 360

Plauti
Delivering a superb insurance experience to policyholders requires the empowerment of employees with the right insights
Customer Insights - Data Data Management Dynamics 365

Booksy Improves Customer and Employee Experience

Plauti
Bad data quality is the party-crasher
Customer Insights - Data Data Management Dynamics 365

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 - Data Customer Service Dynamics 365 Dynamics NAV Electronic Signatures Energy
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