Sales news & resources

Community Summit North America 2026: Dynamics 365 CE plans functional expansion while pursuing Microsoft AI ambitions

by Jason Gumpert
At Community Summit 2026, the Dynamics 365 Customer Engagement keynote session focused on purpose-built agents, Work IQ, Copilot Cowork, and more
Copilot Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Marketing Automation Power Platform Sales Sales & Marketing
Sales Pipeline Analysis information in Copilot

With 30 New CRM skills for Dynamics 365 CE, Microsoft aims to move more processes to Copilot, AI agents

by MSDW Reporter
Pre-written skills cover sales, service, and marketing, intended for use in Copilot Cowork, agents, and beyond.
Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM blogs; Agent governance; Consolidating D365 CE, Omnichannel, and Copilot; Usage data; Shadow architectures

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Governance, Risk, and Compliance (GRC) Sales

From the Microsoft Dynamics 365 CE/CRM blogs: Configuring governance; Existing consent data; How partners handle duplicates; Improving lead management

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics CRM Governance, Risk, and Compliance (GRC) Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM blogs: Sales close agent; Improving data quality; Consolidating CE with D365 Omnichannel, Copilot; Reporting tools

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Customer Service Customer Service Data Management Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM blogs: Add to calendar in Customer Insights; Customer Service + Copilot Studio agents; Cancel segments of booking in Field Service; Designing a pipeline

by MSDW Reporter
A selection of recent announcements from the Microsoft Dynamics 365 CE/CRM blogs
Business Process Mgmt Copilot Studio Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics CRM Event Management Field Service Field Service Power Platform
Mounted red light

Human-in-the-Loop in Dynamics 365: When AI Should Escalate to Sales Managers

by Aishwarya Nagarajan
How much authority should AI have in Dynamics 365 Sales, and how can customers control it?
Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM blogs: Boosting sales performance; Measuring AI agent ROI; A plan for old data problems; Sales Qualification Agent

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing
Routing map

Why Route Optimization Is the Most Underrated Decision in Field Sales

by Sam Kumar
Nobody talks about the drive, but it can reveal important truths
Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Sales Sales & Marketing Web-based Mapping

From the Microsoft Dynamics 365 CE/CRM blogs: Sales agent projects; Sales Opportunity Agent; Pipeline health; Proactive service

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Sales Sales & Marketing Sales & Ops Planning

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The Ultimate Guide to Dynamics 365 | Expert Edition 2026

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Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
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Building a Connected Revenue Engine with Microsoft Dynamics 365, Customer Insights, and AI

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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

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How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
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Sales Automation for a Special Equipment Dealer

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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...
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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...
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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...
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TextSMS4Dynamics - SMS Integration for Dynamics 365 CRM

TextSMS4Dynamics is a powerful SMS integration solution for Microsoft Dynamics 365 CRM and Dataverse that enables businesses...
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LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
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