Dynamics CRM news & resources

Modernizing Customer Experiences with CRM and E-Signatures

by Rahim Kaba
Why today's digital world means meeting consumers in the digital landscape - on their terms
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures SaaS

Microsoft Dynamics CRM Online gets its own Power Query data source

by Jason Gumpert

New approach lists CRM Online by name, simplifies the previous OData setup process

BI and Reporting Data Integration Data Management Dynamics CRM Power BI Power BI Power Platform

PROS introduces Cameleon CPQ to Microsoft Dynamics CRM market with new integration

by Jason Gumpert
CPQ engine offers pricing guidance, automated proposal creation, guided selling, recommendations
CPQ (Configure, Price, Quote) Dynamics CRM Sales Quoting

Convergence 2015 Notebook: Future of SMB presence; Courting marketers; Eye on the competition; Fruit kebab sponsorships

by Jason Gumpert
Taking stock of the questions and conversations already developing around Convergence 2015
Business Central Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Machine Learning (ML) Marketing Automation

Microsoft Dynamics Partner Roundup: CRM web form integration; AX commerce offerings; AX retail payments; GP & SL promotions

by Linda Rosencrance
Recent announcements from around the Dynamics partner channel
AX 2012 R3 Commerce Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics SL E-Commerce Payment Processing Retail

Salesfusion names new CEO, Raises $5M in new funding

by Linda Rosencrance
Enterprise software exec Carol O’Kelley takes over from Christian Nahas as CEO
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation

Before You Pull the Plug: Understand What it Takes to Get the Most From Your Microsoft Dynamics Cloud Provider

by Rob Curls
Examining some of the most common issues impacting solutions migrated to the cloud, how to investigate them, and what to do if it is time to switch providers
Business Central Cloud Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL SaaS

Microsoft Dynamics Partner Roundup: CRM Online pro sports win; ERP farming enhancements; Cloud customer retention; Hospitality ERP update

by Linda Rosencrance
A selection of new announcements from the Dynamics partner channel
Business Central Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Dynamics NAV Food & Beverage Hospitality Media & Entertainment Power BI Power BI

The Jetsons, Self-Driving Cars, and Customer Relationship Management (CRM) Success

by Chuck Ingram
How can we apply “what works” in other areas to the field of CRM?
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

For Microsoft Dynamics CRM consultants, official training, certifications are one element of larger development goal

by Linda Rosencrance
Microsoft has launched new CRM 2015 courses, delivered virtually and at a lower cost. But what is the real value to CRM partners?
CRM 2015 Dynamics CRM Training

LATEST VENDOR RESOURCES

SharePoint Knowledge AI Search – Your Copilot for SharePoint Search with Azure AI Search

Inogic

How to Detect and Merge Duplicate Records in Dynamics 365 CRM

Inogic

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti

Accelerate Your Business Growth with Microsoft Copilot + Dynamics 365

Inogic
More Dynamics CRM Videos

The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
Business Central Commerce Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Dynamics GP
More Dynamics CRM White Papers

Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Government Power Apps Power Automate Power Platform

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights - Data Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

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

Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing
More Dynamics CRM Case Studies

Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal

Solver Datasheet

For organizations looking to accelerate growth and gain complete insight into their business, Solver is a cloud-based...
Azure Copilot Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics SL Fabric

Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Power Pages Power Platform Project Service Automation
More Dynamics CRM Solutions