Dynamics CRM news & resources

Make Strategic Use of Microsoft Dynamics CRM Security Settings

by Jason Gumpert
Beyond access control, Dynamics CRM security can impact usability, process design
Business Process Mgmt CRM 2011 Dynamics CRM Risk Management Security crmug
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New Microsoft Dynamics Event Dives Deep on Governance, Risk, and Compliance Issues

by Jason Gumpert
Dynamics GRC Day follows Convergence this year, will cover a range of governance, risk and compliance (GRC) issues
Business Central Convergence 2013 Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics GRC Day Dynamics NAV Dynamics SL HIPAA ISO9000 Regulatory Compliance

Microsoft Dynamics Partner Roundup: Dynamic Forms for CRM; AX 2012 Replaces JD Edwards; New Dealer Sales Tools for AX; CRM VAR Merger

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
BI and Reporting CPQ (Configure, Price, Quote) Distribution Dynamics AX Dynamics CRM Sales Quoting

Setting Long-Term Workflows in Microsoft Dynamics CRM

by Leon Tribe
Working around timeout limitations by tracking Execution Time
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Workflow Management

Enterprise Content Management Market Braces for Growth in 2013

by Bridget McCrea
For Microsoft Dynamics users, add-on solutions still the best option for ECM needs amid trends like internationalization, communications management
Business Central Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt
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Why Polaris is the Windows 8 of Microsoft Dynamics CRM

by Jukka Niiranen
The latest releases take each product in a positive direction, but not without some growing pains
Dynamics CRM Polaris Windows 8

Microsoft Announces New Release of Dynamics CRM 2011 Update Rollup 12 Server Software

by Jason Gumpert
Re-release arrives two weeks after removal of original UR12 server software
CRM 2011 Customer Relationship Mgmt Dynamics CRM UR12

Harnessing the Power of Microsoft Dynamics CRM's New Bulk Data Load API

by Daniel Cai
Demystifying an important performance improvement for Dynamics CRM data integration
CRM 2011 Customer Relationship Mgmt Data Integration Data Migration Dynamics CRM Polaris UR12
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Fun with Microsoft Dynamics CRM: Gamification Concepts and Tools Gain Ground

by Linda Rosencrance
Why the trend toward gamification may soon reach a CRM solution near you
Dynamics CRM gamification

Microsoft Dynamics Partner Roundup: Retail VAR Merger; Master VAR Adds Affiliate; CRM Go-Live; New Partnerships

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
BI and Reporting Business Central Commerce Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Master VAR Retail

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2026 Tax Changes: What You Need to Know

Avalara

The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

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
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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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