Customer Engagement news & resources

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DynamicsCon: Session voting for September 2021 event is open now and it features new twists

by Jason Gumpert

Each of five tracks will select twelve sessions based on community voting

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV DynamicsCon September 2021 Finance and Operations Power Platform
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Digital adoption vendor Whatfix launches Dynamics 365 CE integration

by MSDW Reporter

Adds to company's Microsoft integration suite that includes Teams, Office 365, SharePoint

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Sales Training User Adoption
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Microsoft reveals plans for Dynamics 365 and industry cloud 2021 release wave 2

by Jason Gumpert

Updates arriving from October 2021 to March 2022 include plans for Industry Cloud offerings.

2021 release wave 2 Accounting BI and Reporting Business Central Customer Engagement Customer Insights - Data Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Finance and Operations
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Microsoft Teams customers to gain new level of Dynamics 365 access

by Jason Gumpert

No-cost read and edit access to D365 CRM entities is coming to Teams users, Microsoft has announced

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Field Service Inspire 2021 Microsoft Teams Sales
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Microsoft to update ISV Connect with lower fees, new benefits, and commerce in AppSource

by Jason Gumpert

ISV Connect program will offer greater flexibility and simplicity, bringing it into line with broader Microsoft commercial marketplace policies.

AppSource Customer Engagement Dynamics 365 ISV Connect Inspire 2021 Power Apps Power Platform licenses
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How to apply non-working hours from a Calendar Template in Dynamics 365 Project Operations & PSA

by Kuldeep Gupta

A step-by-step process to scale settings for non-working hours across your resources

Customer Engagement Dynamics 365 Legal Professional Services Project Management Project Operations Project Service Automation Time & Attendance Workforce Management

Microsoft Dynamics Partner Roundup: Visual scheduling; Sales data; Commerce partnership; VP promotion

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 E-Commerce Finance and Operations Manufacturing Manufacturing Planning & Scheduling Planning and Scheduling Process Manufacturing

From the Microsoft Dynamics 365 CE/CRM Blogs: Customer voice; TDS endpoint; Approval center; Audit management

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM

Microsoft to retire on-prem Dynamics 365 Field Service in 2022

by Jason Gumpert

Customers should use the D365 migration program for guidance on transitioning, says program manager

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Field Service

Microsoft Dynamics Partner Roundup: Distribution; CRM for financial services; AP automation; Business Central in India

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Business Central Customer Engagement Distribution Distribution Dynamics 365 Dynamics CRM Dynamics NAV Financial Services Invoice Processing

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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