Dynamics CRM news & resources

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 Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales
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Get to know the first-ever Microsoft MVP for Dynamics 365 for Talent

by Linda Rosencrance

Malin Donoso Martnes shares her journey to becoming the first-ever MVP for Dynamics 365 for Talent

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM HR Management Human Resources (Talent) MVP Marketing Automation Sales
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Interview: How CPQ vendor Experlogix is evolving with new investment, Dynamics 365 mixed reality use cases

by Jason Gumpert

CEO Christian Stepien on the company's recent wins, international expansion, and market outlook.

Business Apps Summit 2019 Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations HoloLens Mixed Reality
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Beyond the Data - Part 4: Turning Social into Strategic Advantage

by Heidi Tucker

How to leverage social insights to open doors.

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales & Marketing Social Networks

User Group Summit North America Preview: Enhancing business performance with marketing automation

by Eamon McCarthy Earls

In the lead-up to Summit North America 2019, Marketing CoPilot founder Marie Wiese shares a preview of marketing automation and strategy topics that will be presented at t...

CRMUG Summit 2019 Customer Engagement Customer Insights - Journeys (Marketing) D365UG Summit 2019 Dynamics 365 Dynamics CRM Marketing Automation Software UG Summit 2019

MSDW Podcast: Financial services solutions for Microsoft Business Applications with Wim Geukens of VeriPark

by Jason Gumpert
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Services Insurance MSDW Podcast

From the Microsoft Dynamics 365 Customer Engagement and CRM Blogs: Single vs. multiple orgs; Forms Pro; Qualify leads; Single quote replacement

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales & Marketing
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Microsoft confirms pricing and licensing updates for Dynamics 365 coming in October 2019

by MSDW Reporter

Only limited details beyond information shared at Inspire 2019 about the October 2019 changes.

Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Finance and Operations Human Resources (Talent) Inspire 2019 Project Service Automation
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Microsoft extends InsideView Insights OEM availability for Dynamics 365 Customer Engagement users

by MSDW Reporter

Set to end on August 15, eligible customers can opt-in to extend the subsidy until the end of their current contracts.

Customer Engagement Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing
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User Group Summit 2019 Preview: Sharing Dynamics 365 Customer Engagement user adoption best practices

by Linda Rosencrance

How experience on the customer and partner side have shaped Heidi Neuhauser's approach to improving enterprise software user adoption.

Adoption CRMUG Summit 2019 Customer Engagement D365UG D365UG Summit 2019 Dynamics 365 Dynamics CRM UG Summit 2019 crmug

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2026 Tax Changes: What You Need to Know

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The Marketer's Guide to Meaningful Measurement

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SharePoint Knowledge AI Search – Your Copilot for SharePoint Search with Azure AI Search

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How to Detect and Merge Duplicate Records in Dynamics 365 CRM

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D365 Hidden Costs Series #3 - Damaged Relationships

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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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