Customer Engagement news & resources

Internet of Things, in context: How Microsoft plans to align the Azure IoT Suite with Dynamics CRM and ERP

by Jason Gumpert
The MBS industry team's Colin Masson explains how companies should look to capitalize on new, simpler tool sets like Azure IoT Suite
Azure IoT Suite Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Internet of Things (IoT) Manufacturing Power Automate

Microsoft Dynamics Partner Roundup: CRM customer service win; BI for private cloud; BI for trade promotion; CRM mobility hire

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
BI and Reporting Cloud Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Mobile Applications Trade Promotion Mgmt

LyntonWeb leverages Scribe Online to simplify HubSpot to Microsoft Dynamics CRM integration

by Jason Gumpert
News self-service portal allows HubSpot users to purchase, configure and deploy integration software in hours
Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM HubSpot Marketing Automation SaaS

Beyond Convergence: Keeping Microsoft Dynamics partners in the loop

by Jason Gumpert
As Microsoft evolves its Dynamics, Office, Power BI, and other product marketing, partners watch carefully
Azure BI and Reporting Business Central Business Performance Mgmt Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

Beyond Convergence: Microsoft Dynamics ERP, CRM product marketing commit to solutions, platform focus

by Jason Gumpert
Veterans on the MBS product marketing team are shifting their focus as the team aims to go to market with more cross-product solution stories
Azure BI and Reporting Business Central Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Microsoft Dynamics Partner Roundup: E-Signatures for Document Management; CRM Forecast Management; WMS for GP; CRM Network Performance

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Process Mgmt CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics CRM Dynamics CRM Online Dynamics GP Electronic Signatures

Convergence 2015: With sales productivity in focus, Microsoft, CRM partners offer a slew of complementary tools

by Mark Anderson
Microsoft’s sales productivity story extended well beyond Dynamics CRM at Convergence 2015, and partners stand ready to help take businesses even further
Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Sales & Ops Planning

Thunderhead releases integration of ONE Engagement Hub to Microsoft Dynamics CRM

by Linda Rosencrance
Following November partnership announcement, integration now being piloted across several industries
Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Thunderhead.com

With Spring '15 release Microsoft Dynamics CRM Online ups performance, productivity story

by Jason Gumpert
Rapid pace of innovation challenges Microsoft’s product marketing message to stay in sync with the R&D plan
Azure CRM 2015 Collaborative Workspaces Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM

New Microsoft Dynamics CRM tablet, phone apps push mobile-first, cloud-first . . . and security-first?

by Mark Anderson
Microsoft lays out new security, offline, cloud services to support Dynamics CRM for mobile scenarios
BI and Reporting Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Mobile Applications Power Automate SaaS Sales Sales & Marketing

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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