Dynamics CRM news & resources

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RPA meets Microsoft Dynamics 365: Where native and third-party solutions fit as customer strategies evolve

by Eamon McCarthy Earls

Robotic process automation is here and it's redefining how customers and VARs approach processes for Microsoft Dynamics  365 apps.

Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
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Looking for Talent: Who's hiring in the Microsoft Dynamics ecosystem right now - Sept 2019

by MSDW Reporter

Profiling three new roles featured on 365 Talent Portal

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

MSDW Podcast: Running a growth business in the Microsoft Dynamics channel, with Mike Dickerson of ClickDimensions

by Jason Gumpert
Business Central Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations MSDW Podcast Marketing Automation
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Create a Change Management Team: Change management best practices for your Dynamics 365 CE project

by Heidi Neuhauser

To embrace the change that comes along with a D365 CRM project or enhancement, make sure that you have established an internal change management team.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Project Management

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Workflows; User settings; Canvas PowerApp; CRM upgrades

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

CRM 2016 Customer Engagement Dynamics 365 Dynamics CRM Power Apps Power Platform
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The role of the modern CMO: A whole different ball game

by Sugeshni Subroyen

As marketers demand data-driven insights to ensure positive CX, marketing technology also continues to evolve and campaigns success is now determined by the resulting data.

Artificial Intelligence (AI) Azure Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Machine Learning (ML) Marketing Automation Sales & Marketing
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User Group Summit North America 2019 Preview: Optimizing CRM in the midst of a cloud transformation

by Eamon McCarthy Earls

The CRM team from a major financial services firm in the midst of a cloud transformation initiative expects a major presence at Summit 2019. 

CRMUG Summit 2019 Customer Engagement Customer Service D365UG Summit 2019 Dynamics 365 Dynamics CRM Marketing Sales UG Summit 2019 crmug
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Change management best practices for your Dynamics 365 CE project: Understand change as a process

by Heidi Neuhauser

When you are planning for a Dynamics 365 Customer Experience project or enhancement, change is coming to your organization. 

Adoption Customer Engagement Dynamics 365 Dynamics CRM Project Management Training

Microsoft Dynamics partners on the 2019 Inc. 5000: Fewer make the list, reasons will vary

by MSDW Reporter

Only a handful of Microsoft partners focused on Dynamics and Power Platform remain on the list of fast-growing US-based businesses.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Lookups; Contact cards; Opportunity close; Images in reports

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Platform Project Service Automation Sales

LATEST VENDOR RESOURCES

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

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Event Check-in Pro for Dynamics 365

Coffee + Dunn

Delivering a Connected Customer Experience with 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

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Mazda increases engagement 200% with immersive website

Episerver

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

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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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