Customer Engagement news & resources

MSDW Podcast: eXtreme365 US 2017 Wrap-up with Joe Corigliano

by Jason Gumpert
An event that got Dynamics 365 partners thinking about change - in their own businesses and at Microsoft.
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast eXtreme365 US 2017

MSDW Podcast: Dynamics 365/CRM channel impressions with Rick McCutcheon, from eXtreme365 US 2017

by Jason Gumpert
How One Commercial Partner, Dynamics 365, and the latest Microsoft product team shifts came to light at this week's eXtreme365.
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Power Automate eXtreme365 US 2017

Microsoft Dynamics Partner Roundup: GSA contract; SOC 2 Type II certification; UK partner buyout; Microsoft CRM vet joins partner

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

Microsoft Dynamics Webcasts, November 13-17, 2017: Upgrade to D365; EDI for GP& NAV; Top 10 EDI facts; D365 for SMBs

by MSDW Reporter
Microsoft Dynamics Webcasts, November 13-17, 2017: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
Business Central Customer Engagement Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV E-Commerce EDI Finance and Operations

Are Microsoft Dynamics users (and VARs) ready for ASC 606 revenue recognition standards?

by Linda Rosencrance
Not really, say experts, and neither are out-of-the-box Dynamics solutions.
Accounting Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Invoice Processing Regulatory Compliance

Single Sign-On announced for connecting to data sources from Power BI Service

by MSDW Reporter
On-premise data sources include SQL Server, Teradata, SAP HANA
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI Power BI Power Platform

eXtreme365: Microsoft Dynamics 365 vision draws ever closer to LinkedIn, Office 365, Azure Cognitive Services

by Jason Gumpert
Addressing Dynamics 365 partners, Microsoft Technical Fellow Mike Ehrenberg stressed the importance of data, tools surrounding Dynamics as key to future success.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Insurance LinkedIn

Microsoft and Adobe build on partnership with integration of Adobe Experience Manager, Dynamics 365

by Jason Gumpert
New integration aims to provide “hyper-personalized engagement” by connecting more marketing content and data with sales activities at scale.
Adobe Adobe Experience Manager Adobe Marketing Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Sales Sales & Marketing

New version of Power BI Report Server enables scheduled data refresh, Direct Query, new REST API

by MSDW Reporter
Update to August Microsoft Power BI Report Server preview includes several new capabilities, by popular demand
BI and Reporting Business Central Customer Engagement Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI

Microsoft Dynamics Partner Roundup: CRM for mortgage brokers; Digital transformation in aerospace; D365 for higher ed; NAV for fresh food supply chain

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Aerospace & Defense Azure Azure Machine Learning Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Education

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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