Customer Engagement news & resources

From the Microsoft Dynamics CRM Blogs: Diagnostic web sign-in; Data migration from MySQL; Form headers in Dynamics 365; Relationship insights

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Customer Engagement Data Migration Dynamics 365 Dynamics CRM Security

Dynamics User Group (DUG) bolsters leadership, plans new offerings

by Jason Gumpert
Two AX consulting veterans join Erik Ernst, plan to transform DUG into US non-profit entity.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

What's new in Microsoft Dynamics CRM Portals

by Nicholas Hayduk
Partner relationship management, government support, advanced visualization and even new languages make for a very significant CRM Portals release.
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Government Knowledge Management Portals Procurement

Service Industry Focus: Advertising, marketing & PR, powered by Microsoft Dynamics AX

by Dann Anthony Maurno
Dynamics AX’s project lifecycle capabilities are exactly what the service industries like advertising require. But don’t expect an all-in-one solution from Dynamics AX, or Dy...
Accounting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Finance and Operations HR Management Marketing Automation Project Management Unified Communication

How Microsoft's Bot Framework works with Dynamics CRM

by Andre Margono
The new framework enables devs to build a bot once and deploy it to many different channels
Bots Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Power Automate

The MSDW Podcast, November 7, 2016: After the "Cloudburst" edition

by Dann Anthony Maurno
Dynamics 365, Microsoft PowerApps and Flow, and the Common Data Service, all landed at once. We explore how partners are managing it all.
AppSource Azure Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Common Data Model Customer Engagement Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM

eBECS becomes CSC strategic affiliate for Microsoft Dynamics business solutions

by Linda Rosencrance
eBECS will be licensed as an exclusive delivery partner for UXC Eclipse in key regions including parts of EMEA, North America.
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

First reviews: Microsoft PowerApps & Flow will speed app creation, ease distribution, partners say

by Linda Rosencrance
Two Dynamics channel early adopters describe rapid development and deployment as an important step forward with Microsoft's new tools.
Business Central Business Process Mgmt Customer Engagement Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Flow

Microsoft Dynamics Webcasts This Week: CRM BI & reporting; AX E-retail; NAV freight management; Dynamics 365 for manufacturers

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
3PL BI and Reporting Business Central Commerce Customer Engagement Customer Insights - Journeys (Marketing) Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV

Microsoft Dynamics Partner Roundup: CRM mobile offline sync; Marketing automation integration; AI for 365 Sales; 365 Financials online purchase

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Banking Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Financial Management Marketing Automation Payment Processing Procurement

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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