Dynamics CRM news & resources

Toys Not Included: Making CRM a Company-wide Strategy

by JC Quintana
Sell the organization-wide CRM vision from the start, even if the solution starts small
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing xRM

From the Microsoft Dynamics CRM blogs: SharePoint Online Doc Management; CRM forms from SSRS Reports; CRM Online storage guidance; e-Signature Options

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
BI and Reporting CRM Online Document Management Dynamics CRM Electronic Signatures

Microsoft Dynamics Partner Roundup: PowerScore for CRM; Scribe's milestone quarter; Leadership update at The Experts; AX Alliance grows

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Retail Retail POS

Legacy application upgrades: xRM lessons learned from the field

by Patrick Huisman
Key principles to remember when evaluating Dynamics CRM's xRM platform to replace a legacy application
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales Quoting xRM

New Report: Measuring Growth in the Global Document Management Market

by Bridget McCrea
Solutions providers like Microsoft are pushing double-digit growth in the global document management market.
Business Central Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Microsoft Corporate Security

Microsoft Dynamics Partner Roundup: BI patent; CPM speeds up; AX 2012 public sector win; CRM not-for-profit win

by Linda Rosencrance
Recent announcements from the Dynamics partner channel
Accounting BI and Reporting Budgeting Business Central Business Performance Mgmt Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Government

New bulk workflow execution tool for Microsoft Dynamics CRM 2011 overcomes common data management hurdle

by Linda Rosencrance
Processing tens of thousands of CRM records in minutes rather than hours or days
CRM 2011 CRM Online Customer Relationship Mgmt Data Management Dynamics CRM Workflow Management

Speed reigns as Microsoft blitzes Dynamics CRM pros on CRM 2013 details

by Jason Gumpert
With 12 weeks before the presumed release of CRM 2013, Microsoft begins opening up on release plans, product enhancements, licensing, and more
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Resource Mgmt (MRM) Mobile Applications Orion Polaris

Dynamics Profile: Sharing a decade of experience in the Dynamics CRM game

by Linda Rosencrance
New MVP Jason Lattimer's Dynamics CRM expertise goes back to CRM 1.2, and his passion for helping others is matched by his depth of experience
Dynamics CRM xRM

Dynamics Profile: Giving Back to the Community, One Dynamics CRM Tool at a Time

by Linda Rosencrance
CRM MVP Tanguy Touzard's free developer toolbox has grown into a popular customization resource, and he's not done
Dynamics CRM xRM

LATEST VENDOR RESOURCES

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic

Benefiting from Microsoft's FY27 CSP Changes: Incentives, Margins, Compliance, and Beyond

MSDW Features

SQL Server Migration: Challenges, Risks & Best Practices

MetaOption

Why Your Dynamics 365 Integration Creates Duplicates

Plauti

Copilot Chronicles, August 2026: Leading Sales & Service in the Age of AI Agents

MSDW Features
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Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople
How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA
Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

Building a Connected Revenue Engine with Microsoft Dynamics 365, Customer Insights, and AI

Coffee + Dunn
Predictable growth starts with a connected revenue engine. Learn how Microsoft Dynamics 365 and AI can help align sales, marketing, service, and data.
AI and Machine Learning Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Finance and Operations

Downloadable Checklist: Customer Insights-Journeys vs. Marketing Automation

emfluence
A quick checklist to determine whether Customer Insights-Journeys is the right fit for your team.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

Evaluating Microsoft Customer Insights-Journeys: When It Fits and When It Doesn't

emfluence
Is Microsoft Customer Insights-Journeys the right fit? Learn what to evaluate before you decide.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing
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Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

How Maxi Lift Connected Dynamics 365 Sales and Business Central to Streamline Quoting

New Dynamic
Deployment Planning Process Reduces Risk and Speeds Up Solution Design and Development and Development for Maxi-Lift
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Field Service Manufacturing Minerals Sales
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Business Optimization Index

Fifty-four questions across seven domains. Answer them the way things actually work today, not the way they are supposed to...
Construction Copilot Dynamics 365 Dynamics CRM Dynamics Marketing Manufacturing Tax and Accounting

Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Application Management Services for Microsoft Dynamics 365

Efficient, expert support and continuous development from a top-tier Microsoft partner. Microsoft Dynamics 365 should...
Copilot Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics RMS Dynamics SL Dynamics Snap Managed Services

AI Supply Chain Software Half-Card

AI AI Agents Copilot Dynamics 365 Dynamics CRM Logistics Logistics Shipping Shipping Shipping Integration Supply Chain Management

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing
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