Dynamics CRM news & resources

From the Microsoft Dynamics 365 CRM Blogs: AI scoring; Top Dynamics reports; Resource pay types; Extending Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Power BI Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Multi-entity; Digital adoption; New CEO; Financial planning

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Agriculture Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Multi-Entity Management User Adoption

From the Microsoft Dynamics 365 CRM Blogs: Collaboration via notes; Marketing updates; Default dashboard; Case creation

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

MSDW Podcast: Community Summit 2024 Preview with Formpipe

by MSDW Reporter
Formpipe tells us about their product launch and a customer session at Summit
Business Central Business Process Mgmt Community Summit North America 2024 Customer Engagement Customer Experience (CX) Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

From the Microsoft Dynamics 365 CRM Blogs: External APIs; Member data; Unified view of customers; IoT and Field Service

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Marketing Automation

Summit Preview: Succeeding as a new Dynamics 365 administrator

by Eamon McCarthy Earls
At this year’s event Lawrence Reid is set to talk to delegates about the key skills for those just starting out as Dynamics 365 administrators
Community Summit North America 2024 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM User Adoption

From the Microsoft Dynamics 365 CE/CRM Blogs: Modernize forms; Audio files in IVR; Streamlining workflows; Customize record forms

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Business Process Mgmt Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Workflow Management

MSDW Podcast: Why CTI is a customer service game-changer, with Upland Software

by MSDW Reporter
Why CTI holds a fascinating place among IT assets as a bridge between AI and customer experience
Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Telephony

From the Microsoft Dynamics 365 CRM Blogs: Sales Copilot features; Streamline workflows; Omnichannel tools; SharePoint integration permissions

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Copilot Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Customer Service wave 2; Customer journey map; Copilot to boost sales; Radius search

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Marketing Automation Sales Sales & Marketing Web-based Mapping

LATEST VENDOR RESOURCES

How to Create a Manage Organization Charts in Dynamics 365 Sales

WebSan Solutions

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

Business Central vs. Sales in Dynamics 365: How They Integrate

WebSan Solutions

How to Best Organize Documents with Dynamics 365 and SharePoint

Connecting Software

The All-in-One Solution for a Smooth Experience Using SharePoint for Dynamics 365 Document Management

Connecting Software
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Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales

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

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

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

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
More Dynamics CRM Case Studies

TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

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
More Dynamics CRM Solutions