Customer Engagement news & resources

Heavy equipment in a field

Microsoft plans new rental operations features in Dynamics 365 ERP

by Linda Rosencrance
Planned for late 2026, new features will cover quoting and reservations, contract management, pricing, and more
Advanced Pricing Contract Management Copilot Studio Customer Engagement Dynamics 365 Field Service Finance and Operations Industrial Equipment Inventory Management Power Platform Project Operations Rental
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WhatsApp Messaging in Dynamics 365 CRM: Creating an AI-supported strategy

by Sam Kumar
How to align customer experience goals with integration of the popular messaging app
Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications

From the Microsoft Dynamics 365 CE/CRM Blogs: Boost sales productivity; Segments and triggers; Update entity records; AI to enhance lead management

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing
Dataverse capacity table example

Microsoft updates Dataverse capacity and entitlements for Dynamics 365, Power Platform

by Jason Gumpert
Dynamics 365 F&O and CE apps, Power platform services seeing varying rates of increase
Customer Engagement Data Integration Data Management Data Warehousing Dataverse (CDS) Dynamics 365 Finance and Operations Human Resources (Talent) Power Apps Power Automate Power Pages Power Platform

Microsoft Dynamics Partner Roundup; Predictive analytics and sales forecasting; Robotics platform integration; BC win

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Experience (CX) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Sales & Marketing Warehouse Management
Files on shelves

Understanding Security Gaps in Dynamics 365 – SharePoint Integrations: A Practical Guide

by Sam Kumar
Where the risks become real, why manual governance fails, and how to take control for the future
Auditing Customer Engagement Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Dynamics CRM Field Service Governance, Risk, and Compliance (GRC) Sales Security

From the Microsoft Dynamics 365 CE/CRM Blogs: Format recipient names; Enable navigation; Mind-map view; ROI of D365 Field Service

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

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: Automate service reports, part 2; Lead qualification; Tools to drive sales; Use cases for smarter CRM

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Field Service Sales Sales & Marketing
Hands holding a clipboard and pen

Microsoft Dynamics 365 CE Is Evolving: Why Automated Record Creation Is Leading the Change

by Sam Kumar
Charting one element of the shift toward autonomous systems
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales & Marketing

LATEST VENDOR RESOURCES

Create Customer Journeys in Dynamics 365 Marketing

Encore Business Solutions

The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti
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End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

Lead the Change: Build a Future-Proof Customer Contact Center with AI

JourneyTeam
Ready to modernize your contact center? This guide breaks down exactly how.
Call Tracking Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Telephony

Your Guide, Your Partner, Your Microsoft Advantage

JourneyTeam
When technology projects feel overwhelming, the right partner changes everything.
Azure Copilot Customer Engagement Dynamics 365 Fabric Partner Strategy Power Platform Purview

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

Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales & Marketing
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Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation

Modernizing Student Engagement at UVA’s Batten School with Microsoft Power Platform

JourneyTeam
Outgrown its legacy student engagement tools, relying on scattered systems and manual processes
Azure Customer Engagement Dataverse (CDS) Dynamics 365 Education Power Apps Power BI Power Pages Power Platform Student Information System

QualiChem Drives Smarter Field Operations with Maplytics for Dynamics 365

Inogic
Customer Engagement Dynamics 365 Web-based Mapping
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Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

PlanAutomate Project Analyst AI Overview

Download the 2-page brochure to learn more about PlanAutomate's AI Analyst included in their software. Don’t settle for “book...
Aerospace & Defense Architecture Chemicals Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Government Government Contractors

PlanAutomate Overview

Download this 2-page brochure that provides a high-level overview of PlanAutomate, our solutions, and services for project...
Aerospace & Defense Architecture Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Financial Management Government
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