Dynamics CRM news & resources

Sonoma Partners Releases Free Universal Search for Microsoft Dynamics CRM

by Linda Rosencrance
Available for Dynamics CRM 2011 Online and on-premise
CRM 2011 Dynamics CRM search

The Webcasting Week Ahead: Content Management, Data Integration, CRM Adoption, Supply Chain Costing, and Inventory Management In Focus

by Jason Gumpert
A brief look at MSDW webcasts happening the week of Oct 8, 2012
Business Process Mgmt Customer Relationship Mgmt Data Integration Data Migration Distribution Document Automation Document Imaging Document Management Dynamics CRM Enterprise Content Mgmt Forecasting Inventory Management

Security of Mobile Business Devices: Balancing BYOD Hype with Data Breach Risks

by Sue Poremba
Microsoft's PhoneFactor acquisition could help in the long term
BYOD Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL Mobile Applications Security

CReativeMages Win Apps Challenge Showdown with Partner Management App on Windows 8, Dynamics CRM, Azure

by Valerie Miller
Winning app adds insight to partner relationships, performance, opportunities
Customer Relationship Mgmt Dynamics CRM Power Automate SaaS Software Windows 8 xRM

Is It Time to Revamp Your Data Translation Strategy?

by Rob Fox
For Microsoft Dynamics solution owners, moving from point-to-point to canonical mapping opens a world of possibilities, from improved scalability to making the leap to cloud ...
Business Central Cloud Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL EDI

Microsoft CRM 2011 Update Rollup 10 Shows Noticeable Performance Boost in Outlook Client

by Linda Rosencrance
Also introduced on-premise compatibility with Windows 8, IE 10, Office 2013 Preview
Dynamics CRM
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D&B Looks to Microsoft Partners to Accelerate Custom Data Solutions for Microsoft Dynamics CRM

by Jason Gumpert
Updated API, partner program aimed at helping partners develop and market custom, repeatable solutions using D&B data
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM SaaS Sales Sales & Marketing

Microsoft Dynamics CRM Partners Wise to Start Slowly on Clients' Mobile Needs for Long Term Success

by Valerie Miller
Why partners should temper the instinct to sell full-scale mobile solutions before the customer is ready
Customer Relationship Mgmt Dynamics CRM Mobile Applications eXtremeCRM 2012

Microsoft Dynamics CRM Roadmap Reset: Upcoming Releases Will Bring Cross-Browser Compatibility, HTML5, Mobile Apps

by Valerie Miller
Office 2013 compatibility, Agave for Outlook, click-to-call, other enhancements also revealed
Agaves CRM 2011 Dynamics CRM Mobile Applications Orion Polaris Web Client eXtremeCRM 2012

Changing the Game: Is Play Profitable for Microsoft Dynamics CRM?

by Doug Bonderud
How new data on CRM user sentiment factors into the gamification trend
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning gamification

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How to Detect and Merge Duplicate Records in Dynamics 365 CRM

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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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