Dynamics CRM news & resources

The new Dynamics CRM Dashboards eBook a welcome bit of user guidance, experts say

by Linda Rosencrance
100-level information a needed first step in encouraging user adoption
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing

6 ways to evaluate moving Microsoft Dynamics CRM to the cloud

by Linda Rosencrance
For existing Dynamics CRM on-premise customers, a move to the cloud may offer some benefits, but only in right situations, experts say
Cloud Customer Relationship Mgmt Data Integration Data Migration Dynamics CRM Dynamics CRM Online

CWR Mobility returns to the fold as newest Microsoft Dynamics Global ISV (GISV)

by Jason Gumpert
Dynamics CRM mobile solution provider brings more advanced capabilities to the table
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Global ISV Marketing Mobile Applications Sales Sales & Marketing

Which comes first, the cloud migration or the upgrade?

by Rob Curls
For some solutions, a transition to the cloud is a great time to upgrade, but for more complex workloads like ERP or CRM it may not be the right decision
Business Central Business Process Mgmt Cloud Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Project Management Upgrades

Packaging Your IP for Differentiation, Part 6: Packaging your IP assets

by Paul Solski
How to approach packaging your IP to various audiences, including software, methodolgies, and assessments
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL WPC 2014

Microsoft Dynamics Partner Roundup: CRM ISV strategic hire; AX 2012 R3 solution readiness; AX cloud support

by Jason Gumpert
A selection of announcements from around the Dynamics partner channel
AX 2012 R3 CRM 2013 Cloud Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM E-Commerce EDI Marketing

Master VAR QBS group has added 100 partners in a year and plans to double that in six months

by Jason Gumpert
Year old Master VAR has expanded from three to eight countries
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Master VAR WPC 2014

Quentin Clark joins Microsoft Business Solutions as strategy chief

by Jason Gumpert
Clark was formerly a CVP for data platform within the Cloud and Enterprise group
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

CRMGamified aims to inspire sales teams with 'Hurrah! Leaderboard'

by Jason Gumpert
ISV begins its 'second wave' of gamification offerings with big screen offering
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing gamification

InsideView adds Yammer posting to its Microsoft Dynamics CRM Insights offering

by Jason Gumpert
Enhances InsideView-powered Company and Contact Information for Dynamics CRM users
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Yammer

LATEST VENDOR RESOURCES

Specialized Views in Dynamics 365 CRM

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Dynamics 365 F&O: Benefits of Connecting to CRM, the Power Platform, and the Rest of Your Stack

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Event Check-in Pro for Dynamics 365

Coffee + Dunn
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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
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing
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NAI Significa saves 10 minutes on every inspection after deploying Resco Inspections

Resco

 A leading global commercial real estate brokerage firm wanted to digitalize inspection process

Architecture Automated Data Collection Construction Data Integration Data Management Dynamics 365 Dynamics CRM Enterprise Asset Mgmt Field Service Financial Services Mobile Applications Planning & Scheduling

Speeding up estate inspections from 1 day to 3 hours with scalable mobile solution with Resco for Dynamics 365

Resco

Discover how one of the largest housing associations in the UK transformed inspections with mobile forms, data automation, and offline capabilities from Resco

Architecture Automated Data Collection Business Process Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM Field Service Mobile Applications Power Platform Property Management Real Estate

Nurse Maude: Completing 5,000 patient visits a day with Resco Field Service 2.0

Resco

Learn how home healthcare organization Nurse Maude transformed their productivity and went fully paperless with Resco

Automated Data Collection Data Integration Data Management Dynamics CRM Field Service Healthcare Logistics Planning and Scheduling Scheduling

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

Call Tracking Chemicals Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Loyalty Management Sales & Marketing

Mazda increases engagement 200% with immersive website

Episerver

Driving industry trends with an immersive platform that is exceeding expectations.

Automotive Dynamics CRM
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Power BI Budgeting With Power ON Budget Planner

In effective cost management, wrangling budgets scattered across local spreadsheets poses challenges in maintenance and...
Automated Data Collection Azure Budgeting Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics RMS

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

Greenshades Payroll and HR Platform for Microsoft Dynamics

The Greenshades Payroll and HR Platform is the unified software solution that integrates with all flavors of Microsoft...
Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics SL Dynamics Snap Financial Management HR Management Payroll Processing

emfluence Marketing Platform

The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
Customer Engagement Customer Insights Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights Power Apps Sales

ClickLearn

ClickLearn is the market leading solution for creating user instructions, e-learning and process videos for Microsoft...
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Learning Management System
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