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Issued

We are so excited to launch the first edition of the CX Newsletter!

Like many of you, we've been avid readers of Megan V. Walker's newsletter over the years and have discovered countless helpful articles, tips, and community voices through her work. As that chapter comes to an end, we'd love to carry forward some of that legacy while creating something with our own flavour and focus on Customer Experience, Dynamics 365, and the Power Platform.

This newsletter is for the community, by the community. So if we've missed a brilliant article, overlooked a blogger, or if you simply have feedback, please reach out. We'd love to hear from you. 👋

D365 Sales

The new Copy Opportunity feature: a blessing or a curse?

Copying an opportunity sounds like a small productivity improvement, but the new feature raises some important questions around what exactly gets duplicated and how it fits into existing sales processes. The feature's benefits, limitations, and potential surprises are worth understanding before enabling it.

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D365 Customer Insights

Retrieving Marketing Form Values in Power Automate

Form submissions can be the starting point for much more than just storing data. By retrieving individual submitted values in Power Automate, you can use them reliably for routing, assignments, approvals, or any other follow-up logic.

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4 Learnings from Multi-Session Events in Customer Insights - Journeys

Multi-session events look straightforward at first, but real-world requirements quickly expose a few gaps. From preventing attendees from selecting overlapping sessions to displaying the right agenda in confirmation emails and handling cancellations, there are several details worth considering before going live.

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Björn's pick of the week

Advanced Connector Policies: Don't Break Customer Insights - Journeys Publishing

Advanced Connector Policies can unexpectedly prevent journeys from being published, even when the journey itself is perfectly valid. Discover which native connector CI-J relies on, why it must be allowed, and how to configure governance without blocking your marketing team.

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Power Fx in Customer Insights Emails: A Practical Guide

Power Fx can now be used directly in CI-J email personalization to clean up and transform dynamic values at send time. Discover how a few simple expressions can make your emails more polished, personalized, and useful.

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The Marketing Entities Strike Back: What CI-J's New Config Tables Tell Us About Microsoft's Strategy

New configuration and analytics tables are opening up interesting possibilities around automation, security, and interaction data. Some of these additions also hint at where the platform could be heading next.

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D365 Customer Service

How to enable and configure Service Agent in D365

Setting up the Service Agent involves more than just switching on a feature. From the required Microsoft 365 and Dynamics roles to enabling Dataverse access and configuring the agent through its conversational Maker Mode, this step-by-step guide shows you how to get started and avoid common setup pitfalls

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D365 Contact Center

What does a Dynamics 365 Contact Center actually cost? I built a calculator to find out

Telephony, AI consumption, Dataverse capacity and ongoing operations can significantly change the overall costs of a contact center, especially over several years. The calculator presented here brings these different cost drivers together and makes them easier to estimate.

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Microsoft Blogs

Pauline's pick of the week

One always-on roadmap: Dynamics 365, Power Platform, and Dataverse join the AI at Work roadmap

The familiar twice-yearly release wave model is coming to an end. Microsoft is moving to an always-on roadmap where new capabilities are published continuously and tracked from development through rollout to launch. For anyone responsible for release planning, this changes not only where to look for upcoming features, but also how often you should review and prepare for change.

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Building a Microsoft Release Radar with MCP in Copilot Studio and VS Code

By connecting Microsoft's Release Communications MCP Server to Copilot Studio or GitHub Copilot, you can turn current roadmap data into your own AI-powered release radar and ask naturally what is changing, when it is coming, and where action might be needed

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