Customer Engagement news & resources

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Microsoft Azure Active Directory Conditional Access and Dynamics 365: Enforce multi-factor authentication

by Abhishek Kumar

Control how users access cloud apps through multi-factor authentication with location detection.

Customer Engagement Dynamics 365 Dynamics CRM
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Microsoft Dynamics 365 for Finance & Operations: Understanding the E-commerce returns process

by MSDW Reporter

Integrating e-commerce platforms with Dynamics 365 for Finance and Operations is a recipe for enhanced efficiency.

Accounting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Finance and Operations Financial Management Returns Management

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Site map; Azure Functions; Product unit pricing; Email engagement

by MSDW Reporter

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

Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Email Management Power Automate

Best of 2018: Expert articles on Microsoft Dynamics 365 for Customer Engagement

by Jason Gumpert

No look back at 2018 would be complete without an examination of the many capabilities of Dynamics 365 for Customer Engagement

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales Sales & Marketing
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Microsoft Dynamics Profile: Working to boost interest in the intersection of IoT and Customer Engagement

by Linda Rosencrance

Kyle Hill has become an evangelist of sorts for artificial intelligence, IoT, and bots in the contexrt of Dynamics 365 for Customer Engagement.

Bots Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Field Service Field Service Internet of Things (IoT) MVP Manufacturing

Microsoft Dynamics Partner Roundup: Channel Integration Framework; Production IoT; Fashion ERP; Nonprofit partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Fashion Financial Management Furniture Internet of Things (IoT) Not For Profit
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The biggest Microsoft Dynamics stories of 2018

by Jason Gumpert
Leadership, platform, community concerns defined a year in which business apps seemed to coalesce around platform and R&D models.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

Microsoft Dynamics Partner Roundup: Flow connector; VAR acquisition; ERP integration; Manufacturer ERP implementation

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Field Service Field Service Sales Sales & Marketing

Webcast Review: Advice on launching a Microsoft Dynamics vertical ISV startup

by Eamon McCarthy Earls

Mohamed Mostafa, founder of TechLabs London fielded questions from Dynamics users about running an ISV during a webcast with MSDW

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Power Automate Product Lifecycle Mgmt Sales Sales & Marketing Software xRM
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Microsoft Dynamics 365/CRM business process integration with webhooks

by Herve Roggero

Webhook callback mechanisms can help to ensure a simple point-to-point topology and speed time to market

Azure Functions Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Power Automate Workflow 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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