Customer Engagement news & resources

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Microsoft sheds more light on Dynamics 365 Copilot's security and privacy guardrails

by Jason Gumpert

With Microsoft accelerating its AI offerings, users and partners will need a more complete view of the services that drive copilots

Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: Bank payments; Generative AI; Specialty retail; New CFO

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Business Central Compute Customer Engagement Customer Service Dynamics 365 E-Commerce Finance and Operations Government Healthcare Manufacturing Payment Processing

Microsoft Cloud for Nonprofit adding Copilot AI features to Fundraising and Engagement

by Jason Gumpert

New AI-based tools from nonprofit partners aimed at humanitarian aid organizations, fundraisers, marekters

BI and Reporting Collaborative Workspaces Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Fundraising Not For Profit Power Platform Sales Sales & Marketing
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How Microsoft Dynamics partners can use P2P cooperation for success on tenders

by Linas Sneideris

What our recent experience has taught us about successful partner-to-partner engagements

Customer Engagement Customer Relationship Mgmt Dynamics 365 Finance and Operations Partner Strategy Power Platform

Microsoft Dynamics Partner Roundup: F&O win; HCM connector; Marketing integration; Power Platform practice; New resellers

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Finance and Operations Financial Management HR Management Power Platform

MSDW Podcast: The Future of Dynamics 365 Training with Microsoft MVP Elif Item

by MSDW Reporter
Customer Engagement Dynamics 365 Finance and Operations MSDW Podcast Training

Microsoft Dynamics Partner Roundup: Product configurator; UK acquisition; Retirement; Specializations achieved

by MSDW Reporter

A selection of announcements from the Dynamics partner channel 

Bill Of Material Mgmt Business Central Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

MSDW Podcast: Measuring Microsoft's AI push with Steve Mordue

by MSDW Reporter
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Power Apps Power Automate Power Platform

Microsoft Dynamics Partner Roundup: Partnership; Adapter; Integration; New partner program

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 E-Commerce Retail

MSDW Podcast: Enabling subscription-based sales opportunities for Dynamics 365 customers

by MSDW Reporter
Customer Engagement Finance and Operations MSDW Podcast Order Management Sales & Marketing Sales & Ops Planning Sales Order Processing Sales and Operations Planning Subscription Management

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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