Customer Engagement news & resources

Microsoft Dynamics Profile: Nishant Rana goes from 'Man of the Series' in cricket to MVP

by Linda Rosencrance
The best way to learn is by helping others, says the CRM and Microsoft veteran.
Customer Engagement Dynamics 365 Dynamics CRM MVP Power Automate

Microsoft Dynamics Partner Roundup: Retail competency; Messaging integration: Reseller agreement

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Power Automate

Microsoft Business Applications Summit Preview: The hands-on event aims for unified vision across broad product line

by Jason Gumpert
Dynamics 365 joins Power BI, PowerApps, and more for three day event based on the earlier Data Insights Summit, with a hint of Convergence
Azure BI and Reporting Business Apps Summit 2018 Business Central Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

Rethinking IT Services for SaaS ERP and CRM, Part 2: A vision for the future

by Elliot Fishman
It is a time for innovation and change - not just in technology, but in the way it is delivered.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Project Management SaaS

Why Apathy Around Security is More Expensive than Compliance

by Mark Polino
Whether complying with GDPR, fighting ransomware, or guarding against common fraud, security is getting harder, not easier.
Accounting Business Central Business Rules Mgmt Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

MSDW Podcast: What the GitHub deal means for Microsoft Dynamics developers

by Jason Gumpert
Veteran developers from the NAV and CRM worlds talk about Microsoft's past, present, and future role in the software development space.
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV GitHub MSDW Podcast

Microsoft to acquire GitHub developer platform

by Jason Gumpert
Platform to stay open, but with new priorities on enterprise capabilities, tools, and services.
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV GitHub

Agile estimating and planning for Microsoft Dynamics 365/CRM projects

by Neil Benson
Exploring the agile planning and estimating techniques that I use on my Dynamics 365 kinds, and you can, too.
Agile Customer Engagement Dynamics 365 Dynamics CRM Project Management Scrum

What partners should expect at Directions North America 2018

by Eamon McCarthy Earls
The Directions North America conference, taking place in San Diego in October, 2018, will highlight the impact of Dynamics 365 Business Central and the rise of cloud migratio...
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Directions NA 2018 Dynamics 365 Dynamics NAV Sales Sales & Marketing

Nine Steps to Getting the HubSpot-Dynamics 365/CRM Integration You Need and Want

by John Joseph
Why you will get more value out of an integration and the systems that are custom designed to fit your needs.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM HubSpot Marketing Automation Sales Sales & Marketing

LATEST VENDOR RESOURCES

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

WebSan Solutions

Measuring What Matters - Dynamics 365 Field Service KPIs and Dashboards

WebSan 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
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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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