Customer Service news & resources

Microsoft's Dynamics CRM Philosophy Precludes Special Integration With Other Dynamics ERP Applications

by Jason Gumpert
In Interview, Dynamics CRM's Brad Wilson Explains "Hands Off" Approach
Convergence Copenhagen 2008 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online

Money Talks, So Why Are Your Microsoft Dynamics AX Payment Documents Whispering?

by Dan Gangai
Payments Can Reinforce Messages to Key Constituencies
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Data Management Document Automation Document Management Dynamics 365 Dynamics AX Financial Management Sales Sales & Marketing

From the Blogs: CRM 4.0 BizTalk Adapter; Customer Reference Program in CRM 4.0; Reporting in NAV2009; GP for Inventory Valuation

by Jared Berezin
Reports on Microsoft Dynamics CRM, GP, and NAV
Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Expense Management Financial Management Inventory Management

Improving Customer Service: How One Company Used Microsoft Dynamics CRM to Increase Its “Touch” Points

by Laura Oppenheimer
A Case Study from the CRMUG Summit 2008
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Healthcare Life Sciences Sales Sales & Marketing

From the Blogs: New CRM 4.0 SDK Update; Sales Methodologies Accelerator for CRM; Dynamics GP 10 Webcasts; NAV 2009 Update Links

by Jared Berezin
New Resources for Users of Microsoft Dynamics CRM, NAV, and GP
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV

How Viable an Alternative Is Microsoft Dynamics AX 2009’s CRM?

by Jason Gumpert
Microsoft Assessing Whether to Offer CRM “Connector”
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Sales Sales & Marketing

Microsoft’s Hal Howard Assesses Varying Needs of Dynamics NAV and AX User Bases

by Jason Gumpert
Executive Discusses Mobile Solutions, Live Mesh, Virtualization and Other Dynamics ERP Plans
BI and Reporting Business Central Business Performance Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics NAV Expense Management

From the Blogs: SharePoint Best Practices, Enterprise Search Accelerator, Choosing a CRM Vendor, Data Migration Manager Tips

by Jared Berezin
Tips, Tricks, and Tools for Getting More from Microsoft Dynamics CRM
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM E-Commerce Sales Sales & Marketing

From the Blogs: CRM On-Premise vs On-Demand; Dynamic Duo; Dynamics Snap and AX 2009; Event Management Accelerator

by Jared Berezin
Instruction and tools for Microsoft Dynamics CRM and AX
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Sales Sales & Marketing

A User Confronts the Challenges of Migrating from ACT! to Microsoft Dynamics CRM

by Jason Gumpert
How Microsoft Dynamics CRM Differs from Contact Managers, and Why It’s Essential to Detail Underlying Business Processes
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Professional Services

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Plauti Deduplicate at a glance

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Delivering a Connected Customer Experience with Dynamics 365

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Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople
How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Deploying OpenClaw for Business: From Local Agent to Secure Business Infrastructure

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AI Agents AI and Machine Learning Azure Business Central Copilot Customer Engagement Customer Service Dynamics 365 Enterprise Architecture Field Service Power Platform Sales

5 Operational Gaps Manufacturers Must Address Before AI

Inner Join Technologies
Assess your manufacturing organization's readiness for AI.
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The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA
Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
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Building a Connected Revenue Engine with Microsoft Dynamics 365, Customer Insights, and AI

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Predictable growth starts with a connected revenue engine. Learn how Microsoft Dynamics 365 and AI can help align sales, marketing, service, and data.
AI and Machine Learning Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Finance and Operations
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How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti
How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

3PL Logistics Provider Cuts Monthly Invoicing from 25 Days to Just 1, Unlocks New Revenue Streams

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AP Automation Billing Business Process Mgmt Complex Billing Customer Engagement Customer Service Distribution Distribution Dynamics 365 Finance and Operations Financial Management

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

How Maxi Lift Connected Dynamics 365 Sales and Business Central to Streamline Quoting

New Dynamic
Deployment Planning Process Reduces Risk and Speeds Up Solution Design and Development and Development for Maxi-Lift
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Field Service Manufacturing Minerals Sales
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

Microsoft Dynamics 365 CE/CRM Health Check

Maximize Your Investments With a Dynamics 365 Health Check • Is CRM adoption meeting expectations? • Is CRM being used the...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

TextSMS4Dynamics - SMS Integration for Dynamics 365 CRM

TextSMS4Dynamics is a powerful SMS integration solution for Microsoft Dynamics 365 CRM and Dataverse that enables businesses...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication
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