Customer Engagement news & resources

From the Microsoft Dynamics 365 CRM Blogs: Contact point consent records; Extending Copilot; Email tracking; Quick scheduling

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Field Service Marketing Automation Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Data security; Energy win; HR & workforce acquisition; APAC exec hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Data Management Dynamics 365 Energy Field Service Professional Services Project Operations Sales Security

From the Microsoft Dynamics 365 Business Central blogs: Table fields; Project success; Dimensions; Compliance

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 Business Central blogs
Accounting Auditing Business Central Customer Engagement Dynamics 365 Dynamics NAV Project Management Project Operations

From the Microsoft Dynamics 365 CRM Blogs: Outbound segments; Queue items control; Locking fields; Document summary

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

From the Microsoft Dynamics 365 CRM Blogs: AI scoring; Top Dynamics reports; Resource pay types; Extending Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Power BI Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Multi-entity; Digital adoption; New CEO; Financial planning

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Agriculture Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Multi-Entity Management User Adoption

From the Microsoft Dynamics 365 CRM Blogs: Collaboration via notes; Marketing updates; Default dashboard; Case creation

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

Microsoft Dynamics Partner Roundup: Public sector training; Asset management; Payment integration; Distribution for F&O

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Distribution Dynamics 365 Dynamics AX Enterprise Asset Mgmt Finance and Operations Power Platform Training
Sales Qualification Agent for Dynamics 365 Sales

Microsoft announces ten new AI scenarios in Dynamics 365 apps as part of autonomous agent push

by Jason Gumpert
New scenarios across D365 apps support the larger push for Copilot Studio
Accounting Business Central Copilot Copilot Studio Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Knowledge Management Power Platform
Community Summit 2024 crowd outside at night

Community Summit 2024: Dynamics 365 Customer Engagement moves sales into more scenarios

by Jason Gumpert
The vision of Microsoft's unified customer experience platform leans heavily on autonomous capabilities
Community Summit North America 2024 Copilot Customer Engagement Customer Service Dynamics 365 Field Service Power Platform Sales & Marketing Service Management

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