Customer Engagement news & resources

Survey Report: Are Microsoft Dynamics Users Open to 'Smart' Timesheet Applications?

by Kari Foster
When you think of the future of work, what do you envision?
Artificial Intelligence (AI) Business Central Customer Engagement Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft Dynamics Profile: For new Australian MVP, love of the D365 / CRM platform drove professional growth

by Linda Rosencrance
Ly says he fell in love with the platform because of everything it can do
Customer Engagement Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Subscription billing; Retail CRM; D365 in Saudi Arabia; Insurance accelerator

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Insurance

Microsoft advises remaining Dynamics 365/CRM Online customers on v8.1: Prepare to update

by MSDW Reporter
All 8.1 users must be up to v9 by July 31, Microsoft stated in a new blog post
Customer Engagement Dynamics 365 Dynamics CRM

Dynamics channel vet Mike Gillis named leader of DXC Technology North American Microsoft practice

by MSDW Reporter
Enterprise software veteran to oversee practice, including Tribridge and Concerto Cloud subsidiaries.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

From the Microsoft Dynamics 365/CRM Blogs: Virtual entities; Email invoice; Duplicate e-mail signatures; Restrict 'from lookup'

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM Email Management Invoice Processing

Microsoft Dynamics Partner Roundup: D365 cloud integration; Credit union CRM win; Workflow for D365; Reseller network grows

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV Workflow Management

Microsoft intros Outlook category-based tracking in server-side synchronization for Dynamics 365

by MSDW Reporter
Microsoft aims to bridge the gap between the D365 App for Outlook and the legacy Outlook add-in
Customer Engagement Dynamics 365 Dynamics CRM Email Management

Summit EMEA News & Notes, Part 1: Microsoft Dynamics 365 for Finance and Operations

by Jason Gumpert
Microsoft focuses on service, data analytics, and PowerApps in discussions of Dynamics 365 at Summit EMEA
AXUG Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Human Resources (Talent) Summit EMEA 2018 Talent crmug

Summit EMEA News & Notes, Part 2: Microsoft Dynamics 365 for Customer Experience

by Jason Gumpert
Microsoft seems destined to blur product lines even further, based on presentations at Summit EMEA
BI and Reporting Bots Business Performance Mgmt Business Process Mgmt Business Rules Mgmt CDS CDS for Analytics CDS for Apps Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service

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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