Customer Engagement news & resources

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Ten useful features of XrmToolBox for Microsoft Dynamics 365/CRM

by Krishna Bhanushali

From Web Resource Manager to the Metadata Browser, discover the top 10 most useful XrmToolBox plugins for Microsoft Dynamics 365 CRM

Customer Engagement Data Management Dynamics 365 Dynamics CRM Software

Microsoft to end OEM deals with Dynamics 365 Customer Engagement ISVs

by Jason Gumpert

Microsoft began alerting customers today that InsideView Insights and Versium Predict will be discontinued as OEM offerings.

AppSource Automated Data Collection Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Sales Sales & Marketing
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Retail in 2019: What we've learned from NRF Big Show pre-event PR

by Jason Gumpert

From top exhibitors like Microsoft to niche players, the PR influx in advance of this year's Big Show offers a hint at where exhibitors are working to gain traction.

Business Central Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Mobile Applications NRF BIG Show 2019 Power Automate
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Microsoft Dynamics Profile: Ringing in the new year with MVP award for an XRM veteran

by Linda Rosencrance

James Novak's focus on xRM solution architecture and development in the government sector has provided broad exposure to Dynamics 365/CRM technology.

Aerospace & Defense BI and Reporting Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Government MVP Power Automate Project Management XrmToolBox xRM

Microsoft Dynamics Partner Roundup: E-Commerce and AP solutions on AppSource; VAR acquisition; Exec hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Business Central Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics GP E-Commerce Finance and Operations
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Dynamic Communities buys Comunidad365, expanding regional access

by Jason Gumpert

Site to be migrated to DCI web platform within weeks.

Customer Engagement D365UG Dynamic Communities Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations
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MSDW Podcast: John Silvani on building a business in the Microsoft channel atop PowerApps and CDS

by Jason Gumpert

The app development opportunity on Microsoft's business applications platform continues to evolve in complex ways, says John Silvani.

Accounting Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Management Financial Services MSDW Podcast Power Apps Power BI
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How B2B prospect data is transforming to meet a changing market

by Heidi Tucker

Market changes have forced businesses to reimagine the value and use of prospect data.

Customer Engagement Dynamics 365 Dynamics CRM Marketing

From the Microsoft Dynamics 365 for Customer Engagement / CRM Blogs: Conditional action buttons; Relevance search; Optional fields; Set up a trial

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM
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Microsoft Dynamics 365 PSA tip: Deactivating a project rather than marking it complete

by Kuldeep Gupta

For Microsoft Dynamics 365 PSA projects with less activity, it can be helpful to deactivate without wiping out work

Customer Engagement Dynamics 365 Dynamics CRM Planning & Scheduling Project Management

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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