Customer Engagement news & resources

Satish Thomas

Microsoft Business Apps executive departing for Google

by Jason Gumpert
Company veteran Satish Thomas has held many manager and executive positions related to Dynamics 365
Copilot Copilot Studio Customer Engagement Dynamics 365 Finance and Operations Power Platform
Colored blocks

Why CRM Data Exports Are Critical in Modern Enterprise Operations

by Sam Kumar
Trends, challenges, and expectations for 2026
Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Disconnect from sales sequence; Generate temporary download URLs; Show/hide custom buttons; D365 Sales drives results

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Dataverse (CDS) Dynamics 365 Dynamics CRM Power Platform Sales Sales & Marketing Workflow Management

Microsoft Dynamics Partner Roundup: WhatsApp integration; RFQs & quotes; New CRM, ERP services; Automation

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Proposal Generation Sales Quoting

Microsoft Dynamics Partner Roundup: Construction go-live; New integration partner; Ag-tech ERP release; Acquisition

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Construction Copilot Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Project Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Filtering price lists; Connect CRM to external apps; Fix SharePoint's 5k-item limit

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Advanced Pricing Customer Engagement Data Integration Dataverse (CDS) Document Management Dynamics 365 Dynamics CRM Power Platform

Top Dynamics 365 News of 2025

by MSDW Reporter
Recapping a year of significant changes for the Microsoft Dynamics 365 channel
AI Agents Azure Business Central Copilot Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Fabric Finance and Operations Power Apps Power Automate

Microsoft Dynamics Partner Roundup; AI law practice platform; Enavate gets investment; Dataverse integration; proMX celebrates 25 years

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting Business Central Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Power Platform

From the Microsoft Dynamics 365 CE/CRM Blogs: Fluent v2.0 for Customer Service; Article content blocks; Create records; Use Copilot in D365 Field Service

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

From the Microsoft Dynamics 365 CE/CRM Blogs: Segment execution records; Agentic sales qualification; Visualize complex relationships; Download large files

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

LATEST VENDOR RESOURCES

AI powered Selling: Copilot for Dynamics 365 Sales in Action

Rand Group

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

Rand Group

Measuring What Matters - Dynamics 365 Field Service KPIs and Dashboards

Rand Group

The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam
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2026 Tax Changes: A Compliance Guide for Businesses

Avalara
The 10th edition of Avalara's annual tax changes report.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Whitepaper: Avalara 1099 Readiness Report

Avalara
Most Businesses Still Rely on Manual 1099 Processes Despite Rising Compliance Risk, Avalara Finds
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Infographic: Avalara 1099 & W-9

Avalara
This infographic discusses the importance of using automation software for W-9 and 1099 compliance to avoid IRS penalties.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

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
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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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