Customer Engagement news & resources

Power BI Premium: Expect higher capacity, simpler licensing, private cloud (or on-prem), at a premium price

by Dann Anthony Maurno
Power BI Premium aimed at enterprise-level distribution, consumption of business intelligence
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

Dynamics Profile: New Microsoft MVP brings .NET expertise to growing CRM career

by Linda Rosencrance
Perseverance paid when this Microsoft Dynamics MVP was nominated once, then twice for the award
Customer Engagement Dynamics 365 Dynamics CRM Electronics

Microsoft Dynamics Partner Roundup: Dynamics on AWS; Azure portal; D365 doc management; Live Assist; ISV's new director

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
AP Automation Business Central Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

The MSDW Podcast: What IoT is, isn't & could be

by Dann Anthony Maurno
Start with a compelling business need, says Nucleus Research Analyst Joe Mathias, but beware of marketing labels.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Internet of Things (IoT) MSDW Podcast

InsideSales rolls out "AI-fueled sales growth" with Playbooks for Dynamics 365

by Linda Rosencrance
“Neuralytics” help sales reps to take the next logical action to close a deal, says InsideSales.com
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Sales Sales & Marketing

ESW Capital Acquires RoseASP, Adds New Leadership

by Linda Rosencrance
Former CEO Linda Rose announces her retirement from the Dynamics channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft plans native Dynamics 365 apps built on Common Data Service for retail, talent

by Jason Gumpert
CDS-native retail and talent apps will make use of Microsoft business apps platform increasingly attractive, company expects.
Commerce Common Data Service Customer Engagement Customer Service Customer Service Data Integration Dataverse (CDS) Dynamics 365 Flow HR Management LinkedIn LinkedIn Recruiter

Microsoft Dynamics Webcasts, May 1-5, 2017: Integrate EDI with AX or D365; Manage financial documents

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Business Central Customer Engagement Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV EDI Finance and Operations Financial Management

Microsoft Dynamics Partner Roundup: Targeted CRM intelligence; Revenue recognition; Marijuana grower win; Partner adds NAV, D365

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Agriculture Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

The MSDW Podcast: JC Quintana on customer relationships and experience (they’re not the same)

by Jason Gumpert
Customer relationship management is no longer a practice, it’s a technology. JC Quintana describes how relationships get lost, and how to get them back. 
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Sales Sales & Marketing

LATEST VENDOR RESOURCES

AI powered Selling: Copilot for Dynamics 365 Sales in Action

Rand Group

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

Rand Group

Measuring What Matters - Dynamics 365 Field Service KPIs and Dashboards

Rand Group

The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam
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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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