Microsoft Dynamics 365 Contact Center often enters the conversation when an organization reaches a renewal, faces rising costs, or wants to reduce the complexity of its current contact center stack. […]
CRM Developer Blog

Microsoft Sales Agent in Dynamics 365 CE/CRM: What has Changed with Copilot Cowork and Work IQ
Organizations that evaluated Sales Agent earlier this year were looking at a fairly contained story. Sellers worked mainly in Outlook and Teams, while Microsoft Sales Agent brought Dynamics 365 Sales […]

Dynamics 365 CE/CRM Support: Five Signs Your Environment Has Outgrown Its Current Model
Teams often define Microsoft Dynamics 365 CE/CRM Support around the environment that exists at go-live. They decide who handles user questions, who administers the platform, when a partner gets involved, […]

How Do You Plan an On-Premises Microsoft Dynamics CRM Upgrade?
Upgrading an older on-premises Microsoft Dynamics CRM environment requires careful planning, especially when customizations, integrations, databases, and multiple CRM versions are involved. A reliable upgrade plan should account for backups, […]

AI Agent Governance in Microsoft Dynamics 365 CE/CRM: Security and Control at Scale
Most agent pilots are easy to keep track of because only a few people know what has been built. That changes once Sales, Customer Service, Marketing, and Power Platform teams […]

How to Load Databricks Lakehouse Data into Dynamics 365 Dataverse
Customer data can be prepared for Microsoft Dataverse by staging it in a Databricks Lakehouse, applying reusable cleansing and validation rules through a SQL view, and then using SSIS to […]

Microsoft Dynamics 365 Activate: What Enterprise CRM Teams Should Evaluate Before Migration
Microsoft Dynamics 365 Activate arrives at a point many enterprise CRM teams recognize. The platform decision is on the table, but the current environment is still difficult to scope. A […]

How to Prepare Dynamics 365 Customer Service for Copilot Studio Agents
Copilot Studio agents in Dynamics 365 Customer Service have shifted fast. Twelve months ago, most organizations were still evaluating whether agentic AI was real. Today, those organizations are asking a […]

How to Measure AI Agent ROI in Microsoft Dynamics 365 Sales and Service
AI Agent ROI in Microsoft Dynamics 365 Sales and Service usually becomes a serious question when someone asks what changed after the agent arrived. That question can surface during evaluation, […]

Sales Agent in Microsoft 365 Copilot with Dynamics 365: Pilot to Production
Sales agent projects rarely begin from the same place. One organization may still be deciding whether the capability fits its sales process, while another is already in pilot and trying […]

Microsoft Sales Agent in Dynamics 365 CE/CRM: What has Changed with Copilot Cowork and Work IQ

Organizations that evaluated Sales Agent earlier this year were looking at a fairly contained story. Sellers worked mainly in Outlook and Teams, while Microsoft Sales Agent brought Dynamics 365 Sales […]

Dynamics 365 CE/CRM Support: Five Signs Your Environment Has Outgrown Its Current Model

Teams often define Microsoft Dynamics 365 CE/CRM Support around the environment that exists at go-live. They decide who handles user questions, who administers the platform, when a partner gets involved, […]

How Do You Plan an On-Premises Microsoft Dynamics CRM Upgrade?

Upgrading an older on-premises Microsoft Dynamics CRM environment requires careful planning, especially when customizations, integrations, databases, and multiple CRM versions are involved. A reliable upgrade plan should account for backups, […]

AI Agent Governance in Microsoft Dynamics 365 CE/CRM: Security and Control at Scale

Most agent pilots are easy to keep track of because only a few people know what has been built. That changes once Sales, Customer Service, Marketing, and Power Platform teams […]

How to Load Databricks Lakehouse Data into Dynamics 365 Dataverse

Customer data can be prepared for Microsoft Dataverse by staging it in a Databricks Lakehouse, applying reusable cleansing and validation rules through a SQL view, and then using SSIS to […]

Microsoft Dynamics 365 Activate: What Enterprise CRM Teams Should Evaluate Before Migration

Microsoft Dynamics 365 Activate arrives at a point many enterprise CRM teams recognize. The platform decision is on the table, but the current environment is still difficult to scope. A […]

How to Prepare Dynamics 365 Customer Service for Copilot Studio Agents

Copilot Studio agents in Dynamics 365 Customer Service have shifted fast. Twelve months ago, most organizations were still evaluating whether agentic AI was real. Today, those organizations are asking a […]

How to Measure AI Agent ROI in Microsoft Dynamics 365 Sales and Service

AI Agent ROI in Microsoft Dynamics 365 Sales and Service usually becomes a serious question when someone asks what changed after the agent arrived. That question can surface during evaluation, […]

Sales Agent in Microsoft 365 Copilot with Dynamics 365: Pilot to Production

Sales agent projects rarely begin from the same place. One organization may still be deciding whether the capability fits its sales process, while another is already in pilot and trying […]
