Customer Engagement news & resources

When Agile meets Microsoft Dynamics CRM, Part 1: The Encounter

by Guus van
Introducing guidelines for successful use of agile methods when implementing Dynamics CRM
Agile Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Scrum xRM

Microsoft Dynamics CRM 2013 favorite features emerging from the partner channel

by Linda Rosencrance
With the release date approaching, more Dynamics CRM professionals share the features they are most excited about
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Security Telemarketing

Resource Management and Capacity Planning: Your Guide to Maximum Services Efficiency

by Colleen Rodericks
Why great services organizations improve their ability to manage utilization rates, estimate projects, and forecast their future needs
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL HR Management Knowledge Management Professional Services Project Management Project Service Automation

Microsoft Dynamics Partner Roundup: CRM data quality; BPM, mobility for CRM; Customer reference program

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics CRM 2013 Release Preview Guide is out

by Jason Gumpert
As the release of CRM 2013 approaches, the new preview guide organizes enhancements among five investment areas
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo Mobile Applications Orion Sales
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Microsoft Dynamics GP 2013 module changes bring a mix of opportunities, challenges

by Mark Polino
Microsoft's decision to end OEM agreements for many GP ISV solutions should bring positive outcomes overall
BI and Reporting Collections Management Customer Engagement Dynamics 365 Dynamics GP GP 2013 ISV Professional Services Project Service Automation Risk Management Service Management
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SalesFUSION raises new funding, hires new CEO

by Jason Gumpert
Marketing automation solution provider plans to grow operations with new $800K round
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: RMS Integration; Certified eCommerce; GP Win; GP on campus

by Linda Rosencrance
A selection of recent announcement from around the Dynamics partner channel
Business Central Cloud Commerce Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP Dynamics NAV Dynamics RMS E-Commerce Retail Sales

WineDirect Acquires Elypsis Winery, adding Dynamics NAV to its direct to consumer wine services

by Jason Gumpert
Elypsis offerings join WineDirect's e-commerce, call center, fulfillment, financial technology
Accounting Business Central Call Tracking Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV E-Commerce Financial Management Food & Beverage Retail POS Sales

How the 'Right' Microsoft Dynamics GP and RMS Integration Can Help Retailers Improve Customer Service and Their Bottom Line

by Jeff Grundey
Why today's data integration for retail should always be about more than moving data from one point to another
Commerce Customer Engagement Customer Service Customer Service Data Integration Distribution Dynamics 365 Dynamics GP Dynamics RMS E-Commerce Inventory Management Manufacturing

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

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Measuring What Matters - Dynamics 365 Field Service KPIs and Dashboards

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Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

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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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