Dynamics CRM news & resources

Dynamics and Business Intelligence: Is PerformancePoint the Answer for Dynamics Reporting?

by Jason Gumpert
Users Begin Testing the PerformancePoint Option from One Firm
BI and Reporting Dynamics CRM Financial Management Manufacturing Not For Profit

Feature Gap with CRM Online Has an Old-Tech Solution, Says Microsoft Team Member

by Jason Gumpert
CRM Online Team Works Around the "No Custom Code" Limitations to Provide Critical Event Alerts Like Closed Deals to Those Who Need to Know
Customer Relationship Mgmt Dynamics CRM

How Prepared Is Your Organization for Dynamics CRM 4.0?

by Matthew Wittemann
Four Key Infrastructure Changes That Will Help Ensure Smooth Operation of the Latest Version of CRM
Customer Relationship Mgmt Dynamics CRM

New CRM Online May Be Headed Toward Earlier-Than-Expected Availability

by Jason Gumpert
Product May Beat Initial June Estimate, As Final Version Already Being Made Available to Test Users
Customer Relationship Mgmt Dynamics CRM

An Innovative Six-Step Approach to Writing Your Next Dynamics CRM RFP

by David Lee
Do Some Advance Scouting and Planning to Construct an RFP That Top Suppliers Will Take Seriously
Customer Relationship Mgmt Dynamics CRM

The 12 Most Important Features of Microsoft Dynamics CRM 4.0? Here's One Firm's View, and How It Contrasts with Microsoft's

by Jason Gumpert
From Hundreds of Enhancements, Sonoma Partners Maintains That These Dozen Best Target Savings of Time, Money, and Resources
Customer Relationship Mgmt Dynamics CRM

What's in a Name? You Say "CRM Live", Microsoft Says "CRM Online"

by Jason Gumpert
Microsoft Changes Web-based CRM 4.0 Product Name Midstream--Still On Track for June Launch
Customer Relationship Mgmt Dynamics CRM

Clearing Hurdles and Easing Sales Life on the Road: New Tools Claim to Make Dynamics CRM 4.0 Truly Mobile

by Jason Gumpert
Two Moblie CRM Products Claim to Have Overcome Special Challenges of Mobile CRM, Offering Accessibility via PDAs and Smart Phones
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Lines in the Sand: Microsoft Increasingly Sharpens Distinctions Between Competitors and Dynamics AX, CRM, and GP

by Jason Gumpert
Micorosoft Singles Out Oracle, Salesforce.com, and Intuit for Special Competitive Attention
Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP Financial Management Manufacturing Project Management Supply Chain Management

What’s the Most Important Marketing Function for CRM?

by Jason Gumpert
How Dynamics CRM Helps Companies Distinguish Between Satisfying Needs and Satisfying Customers
Customer Relationship Mgmt Dynamics CRM

LATEST VENDOR RESOURCES

CRM Community Call: D365/CRM Data Risks with AI

Aha Apps

External Users Demystified with Ben Vollmer & Resco

Resco

PartnerTalks: Monica Hoyer of emfluence

emfluence

PartnerTalks: Special 200th Episode with Heather Cook of Microsoft

Microsoft

CRM Community Call: The role of eCommerce in your Dynamics 365 integration strategy

Aha Apps
More Dynamics CRM Videos

Modern Service Delivery Models: A Business Guide for Users and Providers of Microsoft Power Platform and Dynamics 365

Forceworks
How Services as a Subscription is having a powerful impact on how organizations engage with their providers
AI Customer Engagement Customer Insights Customer Service Insights Dynamics 365 Dynamics CRM Power Platform SaaS

Supply Chain Tech: 7 Secrets to Instant Value with HEADSTART for D365

Sikich
See how you can get to value faster, and minimize your risk with HEADSTART for D365.
Automotive Construction Consumer Goods Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Industrial Equipment

Unlocking Success: 5 Key Reasons Why Businesses are Investing in End-to-End Tax Solutions

Vertex, Inc.
Unlock growth, efficiency, and strategic excellence! Explore 5 reasons why finance and tax executives are investing in end-to-end tax solutions to propel their businesses forward.
Business Central Commerce Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Integration

6 Reasons Why You Should Invest in Field Service Automation

Aha Apps
The ultimate resource for implementing automation solutions that streamline your field operations, elevate customer experience, and drive revenue growth
Customer Engagement Customer Experience (CX) Dynamics 365 Dynamics CRM Field Service

Tax Functions Microsoft D365 Users Can Automate with Vertex

Vertex, Inc.
Leverage tax automation to spend less time on manual tasks.
AI Azure Business Central Commerce Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS Dynamics SL
More Dynamics CRM White Papers

City of Austin Modernizes Service and Program Delivery of the Economic Development Department with Dynamics 365 CE|CRM

Sikich

The Economic Development Department of the City of Austin collaborated with Sikich to deploy a constituent relationship management platform built on Microsoft Dynamics 365...

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit Portals Power Apps Power Automate Power BI

Calgary Economic Development (CED) Gains Unified Success with D365 CE|CRM

Sikich

While evaluating available CRM softwares, the huge disparity in licensing and implementation costs led them to Microsoft Dynamics 365 CRM

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit

Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing

Case study: Sunshine 811 Saves $15,000 Annually by Streaming Recurring Billing with Subscription Billing Suite

Binary Stream

Sunshine 811 struggled to gain complete visibility of its billing processes. Discover their journey to streamlining recurring revenue

Accounting Auditing Automotive Banking Bill Of Material Mgmt Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Construction

DynaLife Centralizes Lease Management for Over 30 Locations

Binary Stream

Integrates with Microsoft Dynamics, providing a centralized database

Accounting Auditing Business Central Complex Billing Contract Management Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Asset Mgmt Expense Management
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2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing

ServiceTeam ITSM (IT Service Management)

Conceived in Power Apps®—ServiceTeam ITSM is the most Microsoft-centric ITSM solution on the market. Overcome silos, lower...
Dataverse (CDS) Dynamics 365 Dynamics CRM IT Asset Management (ITAM) IT Service Management (ITSM) Power Apps Power Automate Power BI Power Pages Power Platform

Greenshades Payroll and HR Platform for Microsoft Dynamics

The Greenshades Payroll and HR Platform is the unified software solution that integrates with all flavors of Microsoft...
Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics SL Dynamics Snap Financial Management HR Management Payroll Processing

emfluence Marketing Platform

The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
Customer Engagement Customer Insights Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights Power Apps Sales

Experlogix Visual CPQ

See your products come to life with Visual CPQ. The Visual CPQ optional module provides Experlogix CPQ users with a powerful...
Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Sales Sales/Product Configurator
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