Customer Engagement news & resources

Top Ten Reasons to Use Outlook to Expand Microsoft Dynamics CRM Benefits

by Linda Rosencrance
Augmenting Dynamics CRM 2011
CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

SBS Group Acquires Microsoft Dynamics Practice of Omnios

by Linda Rosencrance
Deal expands SBS's market reach in Chicago and midwest region
Accounting Customer Engagement Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics CRM Dynamics GP Dynamics SL Manufacturing Project Management Project Service Automation

Parrot from Webfortis Seeks to Help Companies Manage Social Media Presence from Microsoft Dynamics CRM

by Linda Rosencrance
Azure-based application turns social content into Dynamics CRM entities
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Power Automate Sales Sales & Marketing social networking

Dynamics CRM ISV ClickDimensions Named to Microsoft’s BizSpark One Program

by Linda Rosencrance
Marketing automation ISV to benefit from increased guidance, networking, and funds from Microsoft
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation

In Answer to Salesforce’s ‘Chatter’, Neudesic Launches ‘Pulse’ to Augment Dynamics CRM; Bidoma Offers KB Sharing

by Linda Rosencrance
Social Networking in the Enterprise
Collaborative Workspaces Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Final Day of Decisions Fall 2010 Will Provide Insider's View of Key Dynamics CRM Applications and Trends

by Jason Gumpert
Major Focus on Dynamics CRM 2011
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Sales Quoting

New Gazetteer Integration for Microsoft Dynamics CRM Offers Better Geographical Tracking, Community Outreach for Emergency Services Departments

by Linda Rosencrance
Solution from Optevia and Aligned Assets integrates accurate address data for tracking of fire prevention and emergency services
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Government

Microsoft Dynamics Partner Roundup – Sitecore CMS Integration, Dynamics CRM and AX Wins, NAV Add-On Solution Wins

by Linda Rosencrance
Recent news and announcements from Dynamics partners
Accounting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Food & Beverage Manufacturing

Microsoft Plans to Tightly Integrate Windows Phone 7 With Dynamics CRM 2011

by Linda Rosencrance
Microsoft tight-lipped but better mobile CRM aimed at pushing Windows Phone 7 further into the enterprise
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Marketing Automation Solution Email2CRM Brings VerticalResponse Capabilities to Microsoft Dynamics CRM

by Linda Rosencrance
New solution adds to growing list of cloud-based add-ons for marketing automation with Dynamics CRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Automation Power Automate 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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