Customer Engagement news & resources

From the Microsoft Power Platform blogs: Virtual code components; Table permissions issue; Compare two arrays; Flow vs. process workflow

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Customer Engagement Dynamics 365 Power Automate Power Pages Power Platform

Microsoft Dynamics Partner Roundup: Finance training; New CEO; Compliance-centric tools; GenAI tools

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Copilot Customer Engagement Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management Food & Beverage Governance, Risk, and Compliance (GRC) Life Sciences Regulatory Compliance

Microsoft Dynamics Partner Roundup: Property management; D365 win; Contract intelligence; Construction solution

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Construction Contract Management Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Property Management Sales

From the Microsoft Dynamics 365 CRM Blogs: Show/hide content; Duplicate icons; Favorite marketing features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Email Management Marketing Automation Portals Power Pages Power Platform Sales Sales & Marketing

MSDW Podcast: Expanding the marketing automation landscape, with emfluence CEO David Cacioppo

by MSDW Reporter
Discussing the technology marketers need to expand their support for customer journeys
Customer Engagement Customer Experience (CX) Dataverse (CDS) Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Power Platform Sales & Marketing
Alithya

Alithya acquires Microsoft Biz Apps specialist XRM Vision for C$35 million

by MSDW Reporter
Deal adds Dynamics 365, Power Platform, and project portfolio management IP and resources to Alithya's Microsoft practice
Copilot Customer Engagement Customer Relationship Mgmt Customer Relationship Mgmt Dynamics 365 Power Platform Project Management Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: Live chat; Accounts payable; New hire; Order management

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Business Central Customer Engagement Dynamics 365 Finance and Operations Order Management Printing

From the Microsoft Dynamics 365 CRM Blogs: Auto assign leads; Resource allocation; Hierarchical view button; Outbound sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Field Service Field Service Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Acquisition; D365BC affiliate program; Credit cards for D365 Field Service; Contract management

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Contract Management Credit Card Processing Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics NAV Finance and Operations Payment Processing Supply Chain Management

MSDW Podcast: Kuldeep Gupta's favorite Copilot features in Dynamics 365 Project Operations

by MSDW Reporter
Task plan generation, risk assessments, PSA migration, and more
Copilot Customer Engagement Dynamics 365 MSDW Podcast Project Management Project Operations Project Service Automation Time & Attendance

LATEST VENDOR RESOURCES

So You Wanna Build a Bot?

Coffee + Dunn

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
More Customer Engagement Videos

Agentic AI at Work Inside Business Central: Unlocking Scalable Recurring Revenue Beyond Out-Of-The-Box Limits

Bluefort
Discover how agentic AI turns Business Central into a scalable engine for intelligent recurring revenue
AI Agents Business Central Complex Billing Customer Engagement Dataverse (CDS) Dynamics 365 Food & Beverage Footwear Health & Wellness Media & Entertainment Payment Processing Power Platform

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
More Customer Engagement White Papers

Global Rotational Molded Plastics Transforms with Business Central

VCIO Global
Learn how PolyJohn Enterprises undertook their digital transformation with VCIO Global, M365, CRM and Business Central.
AI and Machine Learning Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Manufacturing Power Apps Power Automate Power BI

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
More Customer Engagement Case Studies

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
More Customer Engagement Solutions