Customer Service news & resources

MSDW Podcast: Gus Gonzalez on delivering Microsoft Dynamics 365/CRM success

by Jason Gumpert
A wide ranging discussion on fixed fee projects, gaining MVP status, partner learning priorities, vertical specialization, LinkedIn, and more.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast MVP Professional Services Sales Sales & Marketing

Predictive analytics and Microsoft Dynamics AX: How JJ Food Service delivers real customer engagement results

by Linda Rosencrance
UK-based food distributor streamlines customer calls and enables customized deals, cross sell opportunities with Dynamics AX services.
BI and Reporting Business Performance Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Finance and Operations Food & Beverage

Vic Air Supplies moves to the cloud with Microsoft Dynamics NAV

by Linda Rosencrance
Microsoft Gold Partner EBS helps company move to the cloud, and to bring along some reluctant employees
Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

Microsoft Dynamics Partner Roundup: CX acquisition; D365 IEM configurator; Scheduling app; Retail win

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Manufacturing Product Lifecycle Mgmt Retail Retail POS

The Missing Link in Fraud Detection: Content Management

by Francois Pienaar
Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?
Auditing Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: NAV go-live in IT support; Partner wins in citrus, bakery equipment; Enterprise VAR enters SMB

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Agriculture Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Food & Beverage Manufacturing

Executive Q&A: Tribridge on the cloud-friendly public sector vertical

by Jill Rose
Once legendary as a “slow-turning boat,” the public sector vertical has experimented with the cloud in Microsoft Office 365, and is ready for Dynamics 365.
Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Government Inspire 2017 Manufacturing SaaS

Machine learning for Dynamics, Part 2: Making the most of machine learning with Dynamics 365 / CRM

by Mark Anderson
Experts offer best practices and use cases that CRM users should remember when considering a new ML endeavor.
Automated Data Collection Azure Machine Learning Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM

CaféX Cosmos release of Live Assist for Dynamics 365 streamlines bot, AI vision

by Linda Rosencrance
Months-long collaboration with Microsoft integrates AI in a “bring-your-own chatbot” approach
Customer Engagement Customer Service Customer Service Dynamics 365

Microsoft Dynamics Partner Roundup: EDI on AppSource; Commerce for D365; PDF forms for D365; Creative agency integrates CRM

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce Customer Engagement Customer Service Customer Service Distribution Document Management Dynamics 365 E-Commerce EDI Electronic Signatures Manufacturing Retail

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Delivering a Connected Customer Experience with Dynamics 365

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Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople
How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Deploying OpenClaw for Business: From Local Agent to Secure Business Infrastructure

RapidStart
How to turn OpenClaw into secure, governed business infrastructure on Microsoft.
AI Agents AI and Machine Learning Azure Business Central Copilot Customer Engagement Customer Service Dynamics 365 Enterprise Architecture Field Service Power Platform Sales

5 Operational Gaps Manufacturers Must Address Before AI

Inner Join Technologies
Assess your manufacturing organization's readiness for AI.
AI Agents AI and Machine Learning Azure Business Central Business Performance Mgmt Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Databases

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA
Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

Building a Connected Revenue Engine with Microsoft Dynamics 365, Customer Insights, and AI

Coffee + Dunn
Predictable growth starts with a connected revenue engine. Learn how Microsoft Dynamics 365 and AI can help align sales, marketing, service, and data.
AI and Machine Learning Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Finance and Operations
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How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti
How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

3PL Logistics Provider Cuts Monthly Invoicing from 25 Days to Just 1, Unlocks New Revenue Streams

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AP Automation Billing Business Process Mgmt Complex Billing Customer Engagement Customer Service Distribution Distribution Dynamics 365 Finance and Operations Financial Management

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

How Maxi Lift Connected Dynamics 365 Sales and Business Central to Streamline Quoting

New Dynamic
Deployment Planning Process Reduces Risk and Speeds Up Solution Design and Development and Development for Maxi-Lift
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Field Service Manufacturing Minerals Sales
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

Microsoft Dynamics 365 CE/CRM Health Check

Maximize Your Investments With a Dynamics 365 Health Check • Is CRM adoption meeting expectations? • Is CRM being used the...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

TextSMS4Dynamics - SMS Integration for Dynamics 365 CRM

TextSMS4Dynamics is a powerful SMS integration solution for Microsoft Dynamics 365 CRM and Dataverse that enables businesses...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication
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