Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Acquisition; Sales enablement; Partnership for Africa

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 Dynamics GP Finance and Operations Professional Services Service Management
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Dynamics 365 Project Service Automation Quick Tip: Is the Actual invoiced or not?

by Kuldeep Gupta

Why helping users with small issues can yield big improvements.

Accounting Billing Customer Engagement Dynamics 365 Financial Management Invoice Processing Professional Services Project Management Project Service Automation

MSDW Podcast: Diving into Dynamics 365 licensing, cost, and priorities with Andy Snodgrass of Directions on Microsoft

by Jason Gumpert
Azure Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations MSDW Podcast Microsoft Corporate Mixed Reality Power Platform
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Microsoft cancels Business Applications Summit 2020, digital plans to come

by MSDW Reporter

Microsoft events join the ever-growing list of event cancellations for the spring. 

Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

Microsoft Dynamics Partner Roundup: AI acquisition; Partner training; Banking win; Analytics integration

by MSDW Reporter

A selection of the latest updates from the Microsoft Dynamics and Power Platform channel.

BI and Reporting Business Central Customer Engagement Data Integration Dynamics 365 Financial Management Financial Services Power Platform
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Is the Marketing Cloud the Answer for the Dynamics 365 Marketer?

by Tammy Hammond

The case for investing in a marketing cloud to address common MarTech challenges around complexity, analytics, and customer experience.

BI and Reporting Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM KPIs Marketing Automation Sales & Marketing
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M12-funded Outreach introduces Dynamics 365 Sales integration for sales enablement

by MSDW Reporter

Outreach bi-directional sync works with D365, Outlook, LinkedIn, and LinkedIn Sales Navigator.

Business Process Mgmt Customer Engagement Dynamics 365 Sales Sales & Marketing

Microsoft Dynamics 365 Customer Service boosts efficiency with new bots, with IoT on the way

by Jason Gumpert

Latest features and some due soon update Dynamics 365 Customer Service. 

BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Unified Communication
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Digital transformation: Weighing the impact on profit and people

by Tristan Dennis

Can technology that transforms industries through automation also serve the larger economic interests of workers in developing nations? 

Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Services Power Automate
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Microsoft Dynamics Profile: For new MVP, a polymath mindset breeds D365 and Power Platform progress

by Linda Rosencrance

New Microsoft MVP Ed Gonzales explains his "polymath" approach to Dynamics 365 and Power Platform.

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Data Integration Distribution Dynamics 365 Finance and Operations MVP Manufacturing Power Apps Power Automate

LATEST VENDOR RESOURCES

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

Maximize Your Microsoft Incentives: CSP Rebates, Co-op Funds & the New Growth Accelerator

MSDW Features
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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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