Customer Engagement news & resources

From the Microsoft Dynamics 365/CRM Blogs: Testing tools; Currency management; Field security profiles; Portals

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 and CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM

Automating data governance for improved BI insight

by Trey Johnson
Automated data governance can boost BI environments and empower end users
Automated Data Collection BI and Reporting Business Central Business Performance Mgmt Customer Engagement Data Archiving Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM

What free access to the Dynamics Learning Portal means for Microsoft customers and partners

by Gus Gonzalez
How partner readiness and customer satisfaction converged to produce Microsoft's decision to update DLP.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Learning Portal Dynamics NAV Dynamics SL Finance and Operations

Microsoft Dynamics Partner Roundup: Acquisition; Merger Closed; Co-sell status; Food ERP win

by MSDW Reporter
A selection of the latest announcements from the Dynamics partner channel
Accounting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Legal Matters Sales Sales & Marketing

Microsoft Dynamics 365 for Customer Engagement: A historical perspective on a strategic platform

by Rami Mounla
Dynamics CRM has evolved from system of records to a system of intelligence, but is it a Swiss Army knife?
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

MSDW Podcast: Preparing for the Microsoft Dynamics 365 Fall 2018 release wave with Steve Mordue

by MSDW Reporter
Digesting the news and experiences of 2018's Inspire and #MSBizAppsSummit.
Business Apps Summit 2018 Business Central Customer Engagement Dynamics 365 Dynamics CRM Inspire 2018 MSDW Podcast Power Automate

Microsoft Dynamics Profile: Nine-time CRM MVP hones expertise around the world

by Linda Rosencrance
Butenko says he does whatever customers need so they can successfully use their systems
Customer Engagement Dynamics 365 Dynamics CRM MVP

From the Microsoft Dynamics 365/CRM Blogs: Troubleshooting; Internal notifications; Copying CRM; Booking alert

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 and CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM

MSDW Podcast News Roundup: Inspire 2018, #MSBizAppsSummit, Salaries, Choosing Dynamics 365 Business Central

by MSDW Reporter
Reviewing the latest news and features from around the Dynamics ecosystem.
Business Apps Summit 2018 Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Inspire 2018 MSDW Podcast Power Apps Power BI

Microsoft Dynamics Partner Roundup: PSA for Office + D365; Two partner acquisitions; Gold competency

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Automate Professional Services

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
More Customer Engagement Videos

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
More Customer Engagement White Papers

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
More Customer Engagement Case Studies

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