Customer Engagement news & resources

Beyond Implementation: Providing Continuous Learning for Your Microsoft Dynamics 365 Users

by Tara Porter
To get the most out of Dynamics, it’s important to keep users learning and using it effectively.
Business Central Customer Engagement Dynamics 365 Finance and Operations User Adoption

Biz Apps Classroom, Episode 1: Let's talk training and learning

by MSDW Reporter
Kicking off a new podcast series all about training and learning in the Microsoft Dynamics 365 and Power Platform space.
Biz Apps Classroom Customer Engagement Dynamics 365 Power Platform Training

MSDW Podcast: Assessing Microsoft Dynamics 365 Service Providers

by MSDW Reporter
Reviewing Everest Group's latest ratings of systems integrators in the Microsoft Dynamics 365 ecosystem
Customer Engagement Dynamics 365 Finance and Operations
Copilot in Dynamics 365 Guides with HoloLens 2

Ignite 2023: Microsoft to add Copilot to mixed reality experience of Dynamics 365 Guides

by Jason Gumpert
The AI-based experience comes first to HoloLens2, then to mobile devices
Customer Engagement Dynamics 365 Field Service Field Service Guides HoloLens Ignite 2023 Knowledge Management Mixed Reality Remote Assist

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

Ignite 2023: Microsoft broadens role-based generative AI with Copilot for Service preview

by Jason Gumpert
Preview in December will offer pre-built CRM and contact center app integrations
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Ignite 2023 Knowledge Management Sales & Marketing Service Management

Microsoft Dynamics Partner Roundup: Acquisition; Partnerships; Integration

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Collections Management Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations
THIS initiative

Women in Dynamics strengthens plans for Directions EMEA 2023 and beyond

by Jason Gumpert
The team behind Women in Dynamics builds on this year's momentum to bring their framework and new event experiences to Directions EMEA 2023.
Business Central Customer Engagement Directions EMEA 2023 Dynamics 365 Dynamics CRM Dynamics NAV Power Platform

Microsoft Dynamics Partner Roundup: App management service: ISV acquisitions; Loan and lease management; Exec hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Associations Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Finance and Operations Government Lease Management Loan Management Real Estate Rental
Community Summit 2023 Partner Preconference

Community Summit Preview: Partner Preconference to bring Microsoft FY24 channel goals into focus

by Jason Gumpert
Microsoft representatives and partners will share a range of perspectives on strategy and trends
Business Central Community Summit 2023 Customer Engagement Dynamics 365 Finance and Operations Microsoft Corporate Partner Strategy Power Platform

LATEST VENDOR RESOURCES

AI powered Selling: Copilot for Dynamics 365 Sales in Action

WebSan Solutions

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
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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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