Customer Engagement news & resources

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Event Preview: DynamicsMinds 2023 brings a bit of magic to European conference scene

by Linda Rosencrance

The new event for Dynamics 365 and Power Platform is three days of community-driven sessions

Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: Form automation; Payments platform; Retail tech; MRO software

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Process Mgmt Customer Engagement Dynamics 365 E-Commerce Field Service Finance and Operations Retail Service Management Workflow Management
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Event Preview: DynamicsCon Virtual 2023 ramps up with session voting, Microsoft participation

by Jason Gumpert

Microsoft is sponsoring a new second day focused on matters of customer success

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Power Platform
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Microsoft invests in Darwinbox as part of HCM collaboration

by MSDW Reporter

The companies plan integrations across a range of Microsoft products and services

AI and Machine Learning BI and Reporting Customer Engagement HR Management Human Resources (Talent) Power BI Security
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ClickDimensions acquired by Volaris Group

by MSDW Reporter

The SMB-focused marketing and sales technology firm was sold by Accel/KKR

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Automation Power Platform Sales & Marketing Software

Microsoft Dynamics Partner Roundup: Mergers; Donor management; Collaboration; Support for Power Platform

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Governance, Risk, and Compliance (GRC) Power Apps Power Automate Power BI Power Platform Robotic Process Automation (RPA) Workflow Management
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2023: Microsoft's pursuit of new Business Apps opportunities

by Jason Gumpert

Dynamics applications remain important, but future generations of business solutions from Microsoft could look noticeably different in a variety of ways

Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: VAR acquisition; Legal partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Legal Not For Profit

Hitachi Solutions America acquires Dynamics 365 mobile digital assistant Yesflow

by MSDW Reporter

Yesflow's assets will be re-branded as Engage for Conversation

Customer Engagement Dynamics 365 Dynamics CRM Mobile Applications Sales & Marketing
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2022 Year in Review: Microsoft Dynamics 365 expert insights

by Jason Gumpert

Contributing writers demonstrate why technology decision makers need to keep a broad perspective moving into 2023

Business Central Customer Engagement Data Integration Data Management Databases Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial 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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