Customer Engagement news & resources

Building a Smart Customer Service Desk in Microsoft Dynamics 365 with Artificial Intelligence

by Stefano Tempesta
Exploring three cognitive services tools that can add improve to a service agent's performance with D365 and Unified Service Desk.
Artificial Intelligence (AI) Azure Machine Learning Business Process Mgmt Cloud Customer Engagement Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM Power Automate

Microsoft Dynamics Partner Roundup: Omnichannel service; NFP acquisition; Business Central consulting; Digital strategy; Predictive hiring

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Artificial Intelligence (AI) Bots Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Not For Profit Tenerife

Migrating from Salesforce to Microsoft Dynamics 365: Preparing for effective resource management

by James Lloyd
Switching to Dynamics 365 can do wonders for your organization, but it means nothing if your people aren’t using it correctly - or at all.
Adoption Customer Engagement Dynamics 365 Dynamics CRM Salesforce.com

Microsoft is losing more Dynamics 365 R&D leadership, now on the CRM side

by Jason Gumpert
Principal program manager for Marketing Kishan Chetan will depart, with two other CRM program managers rumored to be leaving.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Microsoft Corporate Sales Sales & Marketing xRM

From the Microsoft Dynamics 365 / CRM blogs: External scheduler; Reset CRM version; Ownership records; Creating a trial

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Sales Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: ISV acquired; Automotive deal; EDI partnership; VAR celebrates 65 years

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Automotive Azure Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM EDI Finance and Operations Food & Beverage Freight Management Power BI Power BI

Dynamics 365 Saturday heads to the US with a first stop in Dallas

by Linda Rosencrance
Event organizer and D365 solution architect Brandon Ahmad discusses the event schedule and how it came together.
365 Saturday Accounting BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service

Microsoft Dynamics Webcasts, March 5 - 9, 2018: Sales intelligence; CSP demystified; AX to 365 transformation

by MSDW Reporter
A review of the week’s Dynamics webcasts
Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations ICSP

When Your Field Reps Have to Call Service Reps for Sales Insights - It's Time for Digital Change

by Sarah Morgan
How one industrial equipment manufacturer transformed its field service through an agile data management and reporting initiative with Power BI.
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations Industrial Equipment Manufacturing Manufacturing

From the Microsoft Dynamics 365/AX Blogs: User color theme; Case status; Actions feature; Draining the AOS

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/AX blogs.
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Finance and Operations

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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