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Customer Insights - Data news & resources
From the Microsoft Dynamics 365 CE/CRM Blogs: Generate, share screen in PDFs; Create hierarchy overview; D365 personalization; Drag, drop metadata
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement
Customer Experience (CX)
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Document Automation
Dynamics 365
Marketing Automation
Power Apps
Power Platform
Regulatory Compliance
Sales
Why Data Duplication is Quietly Killing CRM ROI (and How to Stop It)
by
Sam
Kumar
How to avoid the cumulative effects of a day-to-day problem
Contact Center
Customer Engagement
Customer Experience (CX)
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Customer Relationship Mgmt
Customer Service
Customer Service
Data Management
Dynamics 365
Dynamics CRM
Sales
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
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
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Customer Service
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Dynamics 365
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LATEST VENDOR RESOURCES
Videos
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50 Dynamics 365 Customer Insights Tips in 50 Minutes
Coffee + Dunn
The Future of Profit Maximization for Distributors
Cavallo
Cavallo's Profit Max Platform
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Introducing The Knowledge Hub
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Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM
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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
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Global Rotational Molded Plastics Transforms with Business Central
VCIO Global
Learn how PolyJohn Enterprises undertook their digital transformation with VCIO Global, M365, CRM and Business Central.
AI and Machine Learning
Azure
Business Central
Copilot Studio
Customer Engagement
Customer Insights - Data
Customer Insights - Journeys (Marketing)
Dynamics 365
Manufacturing
Power Apps
Power Automate
Power BI
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
More Customer Insights - Data Case Studies
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