Dataverse (CDS) news & resources

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Microsoft Dynamics 365 nonprofit accelerator improves project, finance, case management

by MSDW Reporter

Updates to the data model, solutions, and mobile app.

Customer Engagement Dataverse (CDS) Dynamics 365 Expense Management Financial Management Mobile Applications Not For Profit Power Apps Power Platform Project Management Service Management Time & Attendance
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Insurance models and apps coming to Microsoft Dynamics 365 Financial Services Accelerator

by Jason Gumpert

Microsoft rolls out the new Dynamics 365 Financial Services Accelerator, focusing on insurance

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Financial Services Insurance Portals Power Apps Power Automate
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New Web API for Power Apps Portals: What to expect in Microsoft's public preview

by Jason Gumpert

Create, update, and delete actions expected first as  the eagerly awaited new API progresses toward launch.

Dataverse (CDS) Portals Power Pages Power Platform
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Flows from the field: CDS; Auditing and Activity Logs; Management connector; Admin connector; Analytics

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond

Azure Business Process Mgmt Dataverse (CDS) Dynamics 365 Finance and Operations Power Automate Power Platform Workflow Management

MSDW Podcast: Encouraging Power Platform adoption

by MSDW Reporter
Business Performance Mgmt Business Process Mgmt Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Governance, Risk, and Compliance (GRC) MSDW Podcast Power Apps Power Automate Power Platform Security
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Microsoft stresses rapid response in launch of Business Apps Summit virtual conference

by Jason Gumpert

Microsoft Business Applications Summit (MBAS) 2020 kicks off by calling out recent efforts to address the global health and economic crisis.

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 E-Commerce Field Service Furniture Government Healthcare Power Apps Power Automate Power Platform
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Microsoft Power BI to improve CDS integration, Office touch points in upcoming releases

by MSDW Reporter

Mobile report authoring, smart narratives, and Power Platform integration to be highlighted at MBAS virtual event.

BI and Reporting Data Management Dataverse (CDS) KPIs Mobile Applications Power Apps Power Automate Power BI Power Platform
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Microsoft Power Platform Updates: UI Flows; Covid-19; Emergency Response; Mixed Reality

by MSDW Reporter

The latest Power Platform updates

BI and Reporting Business Process Mgmt Data Integration Data Management Dataverse (CDS) Power Apps Power Automate Power BI Power Platform Robotic Process Automation (RPA) Workflow Management

MSDW Podcast: News Roundup on coronavirus, conferences, release wave, virtual accounting, and more

by MSDW Reporter
AP Automation Accounting Architecture Business Central Business Process Mgmt Collections Management Construction Customer Engagement Customer Relationship Mgmt Customer Service Data Integration Dataverse (CDS)
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Microsoft prepares launch of Dynamics 365 dual-write for bi-directional ERP-CRM integration

by Jason Gumpert

Microsoft brings dual-write for Dynamics 365 closer to general availability

Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Finance and Operations Power Platform

LATEST VENDOR RESOURCES

3 Ways Solution Architects Build Flexible Power Platform Solutions with Minimal Effort

MSDynamicsWorld (MSDW) Features

Portals Community Call, May 2024: Building A Power Pages Site Using Only Copilot

MSDynamicsWorld (MSDW) Features

Meet DocumentsCorePack, a Way to Increase Dynamics 365 CRM User Adoption

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Portals Community Call, July 2023: Power Pages Search

MSDynamicsWorld (MSDW) Features

Harnessing the Future of Dynamics 365: Unleash the Potential of Microsoft's Commercial Generative AI & Copilot

Stratos Cloud Alliance
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Getting Started with Sales Nurturing and Marketing Automation

emfluence

Using automated workflows to send your messages

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

How to Create a Contact and Lead Scoring Methodology That Can Transform Your Business

emfluence

Setting forth an agreed upon contact and lead scoring methodology is key for the implementation of a collaborative, cross discipline nurture program

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

Defining Your Customer Journey with Microsoft Dynamics

emfluence

Six steps towards successfully defining your customer journey with Microsoft Dynamics

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

Using Multiple Lead or Scoring Models to Deliver the Right Message Across the Customer Journey

emfluence

Tracking and assigning values to prospect activity is just one small piece of the customer journey. Contact scoring has a place across the entire customer lifespan

Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

User Adoption of Microsoft Dynamics 365 and Marketing Automation

emfluence

Reap the many benefits of CRM and marketing automation working together to maximize ROI

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing
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Enhancing Franchise Data Management with Microsoft Fabric

Collectiv
Bluemont Group scaled insights across 85 Dunkin’ franchises
Architecture Automated Data Collection Automotive Construction Consumer Goods Data Integration Data Management Dataverse (CDS) Electronics Energy Fabric Financial Services

Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales

Improving Customer Support for Sonoma County ISD

Arctic IT
Learn how Sonoma County worked with Arctic IT to deploy Dynamics 365 Customer Voice for collecting employee feedback on support services by ISD with flexible real-time reporting.
Customer Service Customer Voice Dataverse (CDS) Dynamics 365 Government Power Automate Power Platform
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ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform

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
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