Customer Insights 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
AI Customer Engagement Customer Insights Dynamics 365 Field Service Marketing 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
AI Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights 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
AI Customer Engagement Customer Insights Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing 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
AI Contact Center Customer Engagement Customer Insights Customer Service Dynamics 365 Marketing 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
AI Customer Engagement Customer Insights Dynamics 365 Field Service Field Service Marketing 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
AI Copilot Customer Engagement Customer Insights Customer Service Customer Service Dynamics 365 Field Service Field Service Marketing 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
AI Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dynamics 365 Marketing 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
AI Business Central Business Process Mgmt Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights Customer Service Dynamics 365 Finance and Operations Financial Management Power Apps

From the Microsoft Dynamics 365 CRM Blogs: Extend copilot; Automate key processes; Add custom domain; Improve connectivity;

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Customer Service Customer Service Insights Dynamics 365 Field Service Field Service Marketing

Biz Apps Classroom, Episode 9: Preparing for MB-260 with Microsoft MVP Malin Martnes

by MSDW Reporter
AI Biz Apps Classroom Customer Engagement Customer Insights Dynamics 365 MSDW Podcast Marketing

LATEST VENDOR RESOURCES

Challenges, Goals and Benefits of Implementing Microsoft D365 at Learning Resources

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Why Manufacturers Can’t Ignore Project Accounting

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HEADSTART: Accelerated ERP for Equipment and ETO Manufacturers

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Thriving with Dynamics 365: Why City of Austin Chose Microsoft

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Microsoft D365 CRM Client Spotlight: City of Austin's Economic Development Department

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Revenue Recognition Module Deprecation in D365 Finance and Next Steps

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Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

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This guide is designed to concentrate on actionable steps
AI Bill Of Material Mgmt Complex Billing Customer Engagement Customer Insights Customer Service Dynamics 365 Fraud Protection Marketing Insights Revenue recognition Sales Sales Insights

5 Simple Steps for Safeguarding Your Revenue

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This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice

The Ultimate Guide to Implementing Revenue Operations 

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This comprehensive guide takes you through each step of the RevOps process, offering valuable insights into fostering cross-functional collaboration at each transitional stage
AI Azure Business Central Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Development Dynamics 365 Finance and Operations Financial Management

The Shift to Customer Experience in Retail

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Customer xxperience overtakes price and product

AI Commerce Consumer Goods Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Customer Service Customer Service Insights
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Infographic: How Learning Resources Leverages Microsoft Dynamics 365 to Expand and Drive Future Growth

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Discover how Learning Resources and Hand2Mind transformed their operations and achieved operational excellence with Microsoft Dynamics 365 Finance and Supply Chain Management.
AI Customer Insights Dynamics 365 Finance and Operations Manufacturing Marketing Insights Power Apps Power Automate Power BI Power Platform Sales Insights Supply Chain Insights

Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

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Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

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Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Vitaldent Connects Patients and Healthcare Providers in the Cloud to Achieve More Personalized Care

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A seamless data set that gives patients the best experience when they visit their clinics

AI Azure Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365 Email Management Finance and Operations Health & Wellness
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emfluence Marketing Platform

The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
Customer Engagement Customer Insights Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights Power Apps Sales
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