Customer Engagement news & resources

Microsoft Dynamics Gives Some Re-Sellers a Financial Pick-Me-Up

by Linda Rosencrance
Re-Sellers of CRM, AX, and GP Experience Gains
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Mobile Applications Sales Sales & Marketing

Prospects Explore Features, Perceptions in Choosing Between Microsoft Dynamics CRM and Salesforce.com

by Vladimir Shvorin
Two new webinars explore the latest selling points and differences of each solution
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM EDI SaaS Sales Sales & Marketing Salesforce.com

What’s Behind a New Partnership Between Microsoft Dynamics CRM and Deutsche Post?

by Jason Gumpert
Dynamics CRM Targets Ever Larger Organizations
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 Security

Ipreo Launches BD For Dynamics CRM Solution For Financial Services Companies

by Linda Rosencrance
Integrates Ipreo's workflow tools and institutional contacts database with Microsoft Dynamics CRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Sales Sales & Marketing

From the CRM Blogs: Bulk Email with Merge Fields and Pics; Sync Contacts to Outlook; Teach Yourself CRM 4 in 24hrs; Web-to-CRM Internet Lead Capture

by Jared Berezin
The Latest News About Microsoft Dynamics CRM
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

Looking Ahead to the "Context Aware" and "Task Specific" User Experiences for Microsoft Dynamics

by Jason Gumpert
A Look Ahead by Microsoft's Mike Ehrenberg
BI and Reporting Business Central Business Process Mgmt Collaborative Workspaces Customer Engagement Customer Service Customer Service Data Integration Data Management Data Migration Dynamics 365 Dynamics AX

Social Media Get Ever More Attention from Microsoft Dynamics CRM, Salesforce.com

by Jason Gumpert
Salesforce.com Pushes the Social Media Envelope with "Chatter"
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Why Improved User Friendliness Doesn’t Translate Into Easier Implementation for Microsoft Dynamics CRM

by Sandor Schellenberg
The Three Most Common Implementation Pitfalls
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Two ISVs Partner with Microsoft to Market Billing Systems Built on Dynamics CRM

by Jason Gumpert
Convergsys and Redknee See Major Marketing Opportunities
Consumer Goods Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Management Forecasting HR Management Project Service Automation
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Experlogix Unveils Configurator Portal Edition for Microsoft Dynamics CRM

by Linda Rosencrance
Expands sales configuration capabilities to customers, channel partners, prospects
Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales Order Processing

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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