Customer Insights - Data news & resources

From the Microsoft Dynamics 365 CE/CRM Blogs: Synchronous vs asynchronous workflows; Send Trustpilot invitations; Automated notifications; Column offline sync feature

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Sales Sales & Marketing Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Predictive models; Real-time segments; Blog post emails; Dynamics 365 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) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Form submission counts; Dataverse optimization; Integration architecture; Social media leads

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Azure Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365

From the Microsoft Dynamics 365 CRM Blogs: Content management; Event invitations; Reporting: New features in D365 Sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
BI and Reporting Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales Sales & Marketing
Power Apps chart visualization with Copilot | Source: Microsoft

Microsoft reveals 2025 Release Wave 2 plans for Dynamics 365 and Power Platform, focused on copilots and AI agents

by Jason Gumpert
The AI-heavy release wave plan also includes traditional enhancements, new localizations, and more.
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: Populate dates; Conversational CRM; Duplicate data; Close an opportunity

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Business Process Mgmt Copilot Customer Engagement Customer Insights - Data Customer Relationship Mgmt Data Management Dynamics 365 Power Automate Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: D365 Sales sequences; Masked field values; Dashboards; Migrate to Customer Insights – Journeys

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Data Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Customer knowledge management agent; Segment in Customer Insights; D365 Sales + D365BC; WhatsApp & Dynamics 365 Contact Center

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Business Central Contact Center Contact Center Copilot Customer Engagement Customer Insights - Data Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365
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

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
More Customer Insights - Data Videos

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

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

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights - Data Customer Voice Dynamics 365 Financial Management
More Customer Insights - Data Case Studies

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 - Data Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Automation Power Apps Sales
More Customer Insights - Data Solutions