Dataverse (CDS) news & resources

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Location Intelligence: Know the 'where' of your Dynamics 365 data

by Sam Kumar

Examining common use cases for location data in the context of marketing, sales, and service scenarios

Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Field Service Marketing Power Platform Sales Sales & Marketing
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Ignite 2021: Microsoft Customer Experience Platform aims to accelerate use of marketing and commerce data

by Jason Gumpert

Revealed around Ignite 2021, the new marketing offering for large enterprises collects existing apps and services with value-added capabilities

AI BI and Reporting Commerce Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 E-Commerce Ignite November 2021 Marketing
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Microsoft previews usage-based licensing for Power Apps, Dataverse via Azure subscriptions

by Jason Gumpert

New model is tied to Azure subscriptions on a per-environment basis

Azure Dataverse (CDS) Power Apps Power Platform
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Microsoft Dataverse Custom APIs in workflows, Power Automate, and beyond

by Sam Kumar

Why the popularity of this new code-first approach to creating APIs has been rising

Azure Business Process Mgmt Customer Engagement Data Management Dataverse (CDS) Development Dynamics 365 Dynamics CRM Power Platform Workflow Management

MSDW Podcast: Scott May & Rod Donovan on the evolution of Power Platform opportunities for Microsoft partners

by MSDW Reporter
Business Process Mgmt Configuration & Development Copilot Studio Dataverse (CDS) Dynamics 365 MSDW Podcast Power Apps Power Automate Power BI Power Platform Workflow Management
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Updates to Dynamics 365 media and entertainment accelerator adds Teams integration, content workflow support

by Jason Gumpert

Version 2.0 expands the data model for events, adds portals, uses Teams API for new guest participation

Content Management Customer Engagement Dataverse (CDS) Dynamics 365 Enterprise Asset Mgmt Enterprise Content Mgmt Media & Entertainment Portals Power Apps Power Automate Power BI Power Pages
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Microsoft's Power Apps Portals customers were exposing millions of private records, security firm reveals

by Jason Gumpert

While not technically a security vulnerability, Microsoft has since addressed the configuration issue with Portal Checker updates and new configuration defaults

Automotive Dataverse (CDS) Government Healthcare Power Pages Power Platform Security Travel & Leisure
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Microsoft's planned Dynamics 365 HR "infrastructure merge" with Finance & Operations suite has feature, license implications

by Jason Gumpert

D365 HR's architecture, administration will align with the rest of F&O, and it will become the single HR feature set across the apps

Dataverse (CDS) Dynamics 365 Finance and Operations HR Management Human Resources (Talent) Power Platform licenses lifecycle services
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Power Platform 2021 Release Wave 2: Experts note developer improvements, simplified Dataverse access

by Jason Gumpert

Power Platform updates touch a range of roles, and the community has noted the impact of various improvements coming in the next wave

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: Gordon McKenna on Microsoft Inspire 2021 cloud themes

by MSDW Reporter
Azure BI and Reporting Compute Data Management Databases Dataverse (CDS) Hybrid Inspire 2021 MSDW Podcast Microsoft Teams Networking Power Platform

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

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

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Portals Community Call, July 2023: Power Pages Search

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

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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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