Customer Engagement news & resources

Microsoft Dynamics Partner Roundup: Channel partners; CRM project; Practice management; Retail connector

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Data Integration Dynamics 365 Legal Not For Profit
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Microsoft Dynamics 365 Updates: Industry accelerators; Insights; Business Central modules; Customer Service bots; Password safety

by MSDW Reporter

The latest Dynamics 365 updates and announcements from Microsoft.

Business Central Customer Engagement Dynamics 365 Field Service Power Apps Power BI Power Platform Project Service Automation Training
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Interview: New Resco CEO Miro Pomsar on mobility and the broader customer opportunity

by Jason Gumpert

New Resco CEO  Miro Pomsar shares his plans for business expansion and insights on emerging technology

Customer Engagement Dynamics 365 Field Service
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Get to know the first-ever Microsoft MVP for Dynamics 365 for Talent

by Linda Rosencrance

Malin Donoso Martnes shares her journey to becoming the first-ever MVP for Dynamics 365 for Talent

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM HR Management Human Resources (Talent) MVP Marketing Automation Sales
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Interview: How CPQ vendor Experlogix is evolving with new investment, Dynamics 365 mixed reality use cases

by Jason Gumpert

CEO Christian Stepien on the company's recent wins, international expansion, and market outlook.

Business Apps Summit 2019 Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations HoloLens Mixed Reality
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MSDW Podcast: News Roundup for Microsoft Dynamics 365 and Power Platform

by MSDW Reporter
Budgeting Business Central Business Process Mgmt Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Dynamics NAV Finance and Operations Guides MSDW Podcast Mixed Reality
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Beyond the Data - Part 4: Turning Social into Strategic Advantage

by Heidi Tucker

How to leverage social insights to open doors.

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales & Marketing Social Networks

Salesforce to expand field service footprint with ClickSoftware purchase

by Jason Gumpert

After close of the $1.35 billion deal, ClickSoftware to join Salesforce Service Cloud. 

Customer Engagement Customer Service Dynamics 365 Field Service Field Service Mobile Applications Salesforce

MSDW Podcast: Financial services solutions for Microsoft Business Applications with Wim Geukens of VeriPark

by Jason Gumpert
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Services Insurance MSDW Podcast

User Group Summit North America Preview: Enhancing business performance with marketing automation

by Eamon McCarthy Earls

In the lead-up to Summit North America 2019, Marketing CoPilot founder Marie Wiese shares a preview of marketing automation and strategy topics that will be presented at t...

CRMUG Summit 2019 Customer Engagement Customer Insights - Journeys (Marketing) D365UG Summit 2019 Dynamics 365 Dynamics CRM Marketing Automation Software UG Summit 2019

LATEST VENDOR RESOURCES

Mastering Microsoft Partner Incentives: FY26 Opportunities

MSDW Features

So You Wanna Build a Bot?

Coffee + Dunn

AI powered Selling: Copilot for Dynamics 365 Sales in Action

Rand Group

Better Together: Dynamics 365 Finance & Operations and ​Dynamics 365 Customer Engagement

Rand Group

Measuring What Matters - Dynamics 365 Field Service KPIs and Dashboards

Rand Group
More Customer Engagement Videos

Agentic AI at Work Inside Business Central: Unlocking Scalable Recurring Revenue Beyond Out-Of-The-Box Limits

Bluefort
Discover how agentic AI turns Business Central into a scalable engine for intelligent recurring revenue
AI Agents Business Central Complex Billing Customer Engagement Dataverse (CDS) Dynamics 365 Food & Beverage Footwear Health & Wellness Media & Entertainment Payment Processing Power Platform

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
More Customer Engagement White Papers

Global Rotational Molded Plastics Transforms with Business Central

VCIO Global
Learn how PolyJohn Enterprises undertook their digital transformation with VCIO Global, M365, CRM and Business Central.
AI and Machine Learning Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Manufacturing Power Apps Power Automate Power BI

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
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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
More Customer Engagement Solutions