Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: New CEO; Revenue operations; Sales & marketing; D365 practice manager

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365
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Binary Stream launches RevOps 365 platform for revenue operations and billing management

by Jason Gumpert

New platform builds on recently acquired IP for AR and collections

Accounting Business Central Collections Management Customer Engagement Data Integration Dynamics 365 Finance and Operations Multi-Entity Management Payment Processing Portals Subscription Management Subscription billing
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Event Preview: Power Platform Classmates 2023 will be a multi-location hybrid event

by MSDW Reporter

The team's third event transitions from virtual to hybrid with meetings in 3 countries and virtual options

Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

Microsoft Dynamics Partner Roundup: Inventory management; Acquisition: New partners; Solutions on Azure Marketplace

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Distribution Dynamics 365 Finance and Operations Inventory Management Manufacturing User Adoption
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Microsoft Partner of the Year Awards honor Dynamics and Power Platform wins and solution advances

by Jason Gumpert

Many industry-focused award winners featured biz apps usage

Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

MSDW Podcast: Using Dynamics 365 Commerce across industries

by MSDW Reporter
Commerce Customer Engagement Dynamics 365 E-Commerce Finance and Operations Government MSDW Podcast Manufacturing Retail
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Microsoft Dynamics Profile: New MVP is an educator at heart

by Linda Rosencrance

Gill Walker was recognized this year with the Microsoft MVP award, which she sees as a "thank you" for her work supporting the community

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Training User Adoption

From the Microsoft Dynamics 365 CRM Blogs: Teams chat; Error handling; Emails; Assigning permissions

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Power Automate Power Platform Security

From the Microsoft Dynamics 365 Customer Engagement Blogs: CRM data to PDF; Sales order holds; License consumption; Reporting error

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Customer Engagement and CRM blogs

Customer Engagement Dynamics CRM
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Microsoft offers developers new framework to build their own copilots via plugins

by Jason Gumpert

At Build 2023, the company is announcing more areas where Copilot will play a role: Power Pages, Power BI, Microsoft Fabric, and Windows

Azure Business Central Customer Engagement Development Dynamics 365 Finance and Operations

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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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