Customer Service news & resources

Making Microsoft Dynamics 365 & CRM predictive for sales: R scripting with Power BI

by Mark Anderson
The “lingua franca of data science” is also a versatile and effective forecasting tool in Dynamics CRM and Dynamics 365
BI and Reporting Business Performance Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Power BI

From the Microsoft Dynamics CRM Blogs: Custom fields, biz rules in Dynamics 365; Conquering ActivityParty; Fix broken case forms

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Cricket board selects CRM; NAV boosts WMS; EDI for NAV 2017; LS Nav released

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Azure BI and Reporting Business Central Commerce Customer Engagement Customer Service Customer Service Data Integration Distribution Distribution Dynamics 365

Microsoft Dynamics 365 update to CRM partners includes unified client plans, CRM app improvements

by Jason Gumpert
From data warehousing to event management to IoT, Microsoft is pushing the CRM app suite of 365 forward.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Data Warehousing Dynamics 365 Dynamics CRM Event Management

How Microsoft's Bot Framework works with Dynamics CRM

by Andre Margono
The new framework enables devs to build a bot once and deploy it to many different channels
Bots Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Power Automate

What's new in Microsoft Dynamics 365 for Operations (AX7), Part 1: Supply chain

by Rahul Mohta
No more clumsy workarounds in supply chain. In Microsoft Dynamics 365 for Operations, those capabilities are integrated, native functionality.
3PL Accounting Advanced Pricing BI and Reporting Bill Of Material Mgmt Business Central Collaborative Workspaces Customer Engagement Customer Service Customer Service Data Integration Distribution

Timing Microsoft Dynamics 365: CRM partners lament 'fuzzy' pre-launch license planning

by Jason Gumpert
With Dynamics 365 pricing and license guides due on November 1, some CRM partners have raised concerns on how to handle the first wave of customer renewals.
Cloud Solution Provider (CSP) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Project Management Sales

Microsoft Dynamics Partner Roundup: Campus control; Higher ed CRM; New Dynamics 365 partner; AX & fresh produce

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Agriculture BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Education Email Management

SS&C to Acquire Microsoft Dynamics CRM Solution Provider Salentica

by Linda Rosencrance
Deal brings client experience capabilities for financial advisors
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services

CafeX plans broad Microsoft Dynamics 365 integration for omnichannel customer engagement

by Linda Rosencrance
Immersive solution extends in-app live assistance to customers, with first look planned for November, general availability in 2017.
CafeX Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Microsoft Corporate Mobile Applications

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Plauti Deduplicate at a glance

Plauti

Dynamics GP “Would You Rather?” with Syvantis

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Syvantis Learn | What is it?

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Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Dynamics 365 Customer Service: Cases, Self-Service, Omnichannel, and More!

Western Computer
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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

Avantiico
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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