Customer Service news & resources

Microsoft Dynamics Partner Roundup: Services in China; Contact center; D365 backups; CX acquisition

by MSDW Reporter

A selection of this week's news and announcements from the Microsoft Dynamics partner channel.

AppSource Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365
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Beyond the Data, Part 2: Turning Industry Insights into Icebreakers

by Heidi Tucker

Why industry knowledge is so important when meeting your prospects.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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Microsoft Forms Pro preview: Experts see promise with Flow, Common Data Service tie-ins

by Jason Gumpert

Integrating Forms Pro into sales and service scenarios holds real promise, but its preview status suggests caution is still needed

BI and Reporting Common Data Model Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Forms Pro Marketing

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Automated tests; Migrate Unified Service Desk; Toast notification; Workflow

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 and CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM xRM
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Seven tips for a successful omni-channel banking project

by Wim Geukens

Maximizing the value of Dynamics 365 and having an integrated platform are just a few of the critical factors in omni-channel banking success

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing
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Power Platform, take the wheel: The new destiny of Dynamics 365 Customer Engagement customers

by Jason Gumpert

With PowerApps, Flow, and CDS taking priority, Dynamisc 365 CRM customers should prepare to re-calibrate their expectations of Microsoft product planning.

Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Flow Marketing Power Apps Power Automate
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Upgrading large Microsoft Dynamics 365 Customer Engagement on-prem deployments to online

by Gustaf Westerlund

Moving from Dynamics CRM 2011 to Dynamics 365 for Customer Engagement isn't an easy undertaking, but strong understanding of what to expect will help

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Dynamics 365 Dynamics CRM Flow GDPR
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MSDW Podcast: A Microsoft Dynamics news roundup, with Portals, PSA, PowerApps, product previews, and more

by MSDW Reporter
Azure Business Central Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV
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Microsoft Forms Pro now in public preview

by MSDW Reporter

Company touts pre-built analytics, CDS integration, Office 365 & Dynamics 365 tie-ins.

BI and Reporting Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow
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Inventory management with Microsoft Dynamics 365 for Field Service: A real growth opportunity

by Allan Lee

Integrated inventory management with Dynamics 365 for Field Service is vital for fixing service contractor inefficiencies

Business Performance Mgmt Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service Field Service Inventory Management Project Service Automation Service Management

LATEST VENDOR RESOURCES

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions
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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

The Shift to Customer Experience in Retail

Prodware

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

Achieving Greater Insight, Not Bigger Data

Prodware

Shift your focus from data to insight to produce the right product at the right time

AI AI and Machine Learning Automated Data Collection Azure Consumer Goods Customer Engagement Customer Experience (CX) Customer Insights Customer Service Customer Service Insights Data Management Databases

How Dynamics CRM/CE Partners Benefit from ITSM Technology

Prodware

How Dynamics 365 Customer Service and ITIL help Microsoft partners meet customer demand through technology and best practice

Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Hosting Services IT Asset Management (ITAM) IT Service Management (ITSM) Inventory Management KPIs Knowledge Management
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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

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

Sikich
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

Sikich
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
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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

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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