Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: UK auto dealership win; D365 for property management; APAC pharma customer engagement

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Automotive Azure Machine Learning Business Central Commerce Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV LinkedIn Pharmaceuticals Power Automate Property Management

Executive Q&A: MindsUnited on standing up a 'CRM for SMB' practice

by Dann Anthony Maurno
The implementation is the easy part, says MindsUnited CEO Arjen Jansen; "buyers' strike" is the hard part.
Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Dynamics NAV Implementation Managed Services

4 steps that keep Microsoft Dynamics 365/CRM implementations from running off the rails

by Ian Mennie
User involvement begins with user understanding; they must understand the benefit, and be given time to learn the system, finds Preact.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

MSDW Podcast: CafeX and the Microsoft Dynamics 365 customer service opportunity

by Jason Gumpert
Lisa Craig, director of channel marketing at CafeX, talks customer service and partnering with Microsoft in an OCP world.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast One Commercial Partner

Microsoft Dynamics 365 and GDPR: What do customers and partners really think?

by Mohamed Mostafa
New data and a chance to participate in a new anonymous survey about Dynamics 365/CRM users' GDPR requirements.
Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM GDPR Regulatory Compliance SaaS Sales

Executive Q&A: How to accelerate the Microsoft Dynamics NAV channel's cloud journey

by Dann Anthony Maurno
The channel cannot wait to embrace the cloud when born-in-the-cloud ERP providers are eager for their business; they need to align with cloud partners, says SaaSplaza.
Business Central Cloud Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Managed Services

Microsoft Dynamics Partner Roundup: Data integration for AX; CPQ in a hurry; D365 fashion retail app

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Migration Dynamics 365 Dynamics AX Dynamics CRM Fashion Finance and Operations Manufacturing Marketing Automation

Esri releases subscription-based GIS for Power BI

by MSDW Reporter
Esri's Plus service aimed at enabling business users to do more with spatial data from Power BI
Automated Data Collection Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI Power BI Power Platform

Microsoft Dynamics partners urge execs: Embrace digital transformation despite employee fears

by Linda Rosencrance
There is fear among users’ ranks about job loss, complexity. So digital transformation is a “people exercise,” as well as an organizational change.
Business Central Customer Engagement Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Event Management Finance and Operations

Microsoft announces Skype Professional Account Preview, with native billing, scheduling and notes

by Dann Anthony Maurno
Yes, you can give a guitar lesson and bill for it via Skype; you can also consult with customers.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Services Invoice Processing Professional Services

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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