Customer Engagement news & resources

After Convergence 2013, Analysts and Influencers Share Their Outlook on Microsoft Dynamics ERP and CRM

by Linda Rosencrance
Optimism on product direction, mixed with caution in Microsoft's enterprise progress
BI and Reporting Business Central Convergence 2013 Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV HR Management Marketing Automation
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Spaces by Moxie Adds Microsoft Lync Integration

by Linda Rosencrance
Moxie Software builds on its Dynamics CRM integration with more Microsoft platform support
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Sales Sales & Marketing Unified Communication
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A Look Back: Judging our Convergence 2013 Predictions

by Jason Gumpert
Grading our crystal ball's performance before Convergence 2013 in New Orleans?
AX 2012 Business Central CfMD Convergence 2013 Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV GP 2013

Microsoft Dynamics CRM Team Focuses on Pushing Further, Faster

by Jason Gumpert
Aiming to deliver more process-driven apps in a new experience on more platforms in upcoming releases
BI and Reporting Convergence 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Gemini MarketingPilot NetBreeze

MarketingPilot's First Microsoft Release Online Only, Adds Dynamics CRM Integration

by Jason Gumpert
MarketingPilot 15 available online only, but with integration to CRM on-premise and Online
Convergence 2013 Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

The Five Faces of Marketing Resource Management

by Bridget McCrea
Gartner analyst discusses aligning business opportunities with the five core competencies of MRM
Content Management Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Financial Management Knowledge Management Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot

The Big (Data) Game Changer in CRM

by Ruben Overkemping
Big Data is about more than just volume, and Microsoft now offers a range of tools to work with the growing variety and complexity of data sources
BI and Reporting Big Data Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Power Automate Sales Sales & Marketing
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Dynamics CRM for iPad: Microsoft Shares Details on First Release

by Jason Gumpert
A frank discussion of the features that made it into the iPad Safari interface
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Polaris Sales Sales & Marketing iPad

Are You Ready to Add Integrated Marketing Management to Microsoft Dynamics CRM?

by Bridget McCrea
With the Gemini release right around the corner, now is the time to start thinking about Microsoft Dynamics CRM’s new integrated marketing management capabilities.
Convergence 2013 Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Gemini Marketing Resource Mgmt (MRM) MarketingPilot Sales Sales & Marketing

How To Get The Best IT Team In The Business: Fostering First Class Problem Solvers

by Richard Turkel
When ERP issues arise, great IT professionals move quickly to diagnose, research, and act on a solution
Business Central Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Knowledge Management

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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