Dataverse (CDS) news & resources

Microsoft Dynamics Partner Roundup: Capital markets model; Preferred CPQ solution; Connectors; Higher ed win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure CPQ (Configure, Price, Quote) Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Education Financial Services Power BI

MSDW Podcast: News roundup featuring Project Service, solution architects, IoT and blockchain, PCF

by MSDW Reporter
Azure BI and Reporting Blockchain Business Central Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX FastTrack Finance and Operations Internet of Things (IoT) MSDW Podcast
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Microsoft will reformulate Dynamics 365 Project Service Automation with MS Project tools

by Jason Gumpert

D365 PSA to replace project planning tools with MS Project, while remaining a CDS-based application.

Azure Customer Engagement Dataverse (CDS) Dynamics 365 Power Platform Project Management Project Service Automation

Environment setup for a Dynamics 365 Project Service Automation integration to Finance and Operations with CDS

by Gurunath -

Users can integrate and synchronize Dynamics 365 Project Service Automation and Finance and Operations, bridging the gap with the Common Data Service

Business Process Mgmt Common Data Model Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Planning & Scheduling Power Platform Project Service Automation Service Management
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Build 2019: New accelerators bring Dynamics 365 and Power Platform ISVs to AppSource and Azure Marketplace

by MSDW Reporter

Microsoft announces new Industry Accelerators and opportunities for Dynamics 365 and Power Platform ISVs to co-sell at Build 2019

Automotive Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Services Healthcare Marketing
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MSDW Podcast: Directions North America 2019 preview with Aleksandar Totovic

by Jason Gumpert
Business Central Common Data Model Common Data Service Dataverse (CDS) Directions NA 2019 Dynamics 365 Dynamics NAV HR Management Human Resources (Talent) MSDW Podcast Power Apps Power Platform
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Microsoft Forms Pro preview: Experts see promise with Flow, Common Data Service tie-ins

by Jason Gumpert

Integrating Forms Pro into sales and service scenarios holds real promise, but its preview status suggests caution is still needed

BI and Reporting Common Data Model Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Forms Pro Marketing

Microsoft product priorities that will shape Dynamics 365 partner efforts

by Jason Gumpert

New app development options and a refreshed industry accelerator effort should spell new opportunities for partners

AppSource Business Central Common Data Service Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL
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Power Platform, take the wheel: The new destiny of Dynamics 365 Customer Engagement customers

by Jason Gumpert

With PowerApps, Flow, and CDS taking priority, Dynamisc 365 CRM customers should prepare to re-calibrate their expectations of Microsoft product planning.

Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Flow Marketing Power Apps Power Automate
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MSDW Podcast: A Microsoft Dynamics news roundup, with Portals, PSA, PowerApps, product previews, and more

by MSDW Reporter
Azure Business Central Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV

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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 CRM/CE

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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