Dynamics CRM news & resources

Microsoft releases Dynamics CRM 2015 for Online, on-premise users

by Jason Gumpert
As part of the Fall 2014 release wave, CRM 2015 adds range of features, stronger integration to CRM suite
BI and Reporting CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Automation Marketing Resource Mgmt (MRM)

Transforming On-Premise Offerings to a Cloud Model: Five Keys for Solution Provider and ISV Success

by Greg Pierce
Why a comprehensive plan must account for a company’s technical, sales, and delivery needs
Auditing Business Central Cloud Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL ISV

From the Microsoft Dynamics CRM Blogs: Avoiding form reload; Routing rules; Calculated fields; Casting error

by Linda Rosencrance
A look at the latest insight from the Microsoft Dynamics CRM blogs
Business Process Mgmt CRM 2013 Dynamics CRM Workflow Management xRM

Assess your next CRM investment in the context of digital transformation

by Chirag Shivalker
A new report finds that the journey toward customer-centric organizations is a key driver of digital transformation
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

Flintfox extends Global ISV role with trade partner management (TPM) for Microsoft Dynamics CRM

by Linda Rosencrance
The company’s TPM for Microsoft Dynamics CRM solution helps enterprises optimize their trade funds management
Budgeting Dynamics CRM Financial Management Global ISV Trade Promotion Mgmt

Should You Build BI Before You Clean Your Data?

by Jon Oesch
A New Look on how Business Intelligence Can Fix Your Data Quality Problems
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics Partner Roundup: Kronos integration; Web-based GP tools; New ISV, VAR hires

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
BI and Reporting Data Integration Data Management Dynamics AX Dynamics CRM Dynamics GP HR Management Payroll Processing SaaS Time & Attendance Workforce Management

Where is Microsoft taking the Convergence events in 2015?

by Jason Gumpert
Greater focus on business audiences, outcomes will drive evolution of Dynamics ERP and CRM events, executive says.
Business Central Convergence 2014 Convergence 2014 Europe Convergence 2015 Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Former MBS exec Quentin Clark joins SAP as new CTO

by Jason Gumpert
Clark joined MBS in May or June 2014 as the new CVP of strategy, but remained out of sight
BI and Reporting Business Central Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Power Automate SAP

Microsoft to deliver Dynamics CRM Online, Office 365 from Japan local datacenters

by Jason Gumpert
Datacenters in two regions will boost support for CRM Online, Office 365 in regulated industries
Cloud Dynamics CRM Dynamics CRM Online Financial Services Government Healthcare Power Automate SaaS

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2026 Tax Changes: What You Need to Know

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The Marketer's Guide to Meaningful Measurement

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

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How to Detect and Merge Duplicate Records in Dynamics 365 CRM

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D365 Hidden Costs Series #3 - Damaged Relationships

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2026 Tax Changes: A Compliance Guide for Businesses

Avalara
The 10th edition of Avalara's annual tax changes report.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Whitepaper: Avalara 1099 Readiness Report

Avalara
Most Businesses Still Rely on Manual 1099 Processes Despite Rising Compliance Risk, Avalara Finds
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Infographic: Avalara 1099 & W-9

Avalara
This infographic discusses the importance of using automation software for W-9 and 1099 compliance to avoid IRS penalties.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

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
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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
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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
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