Dynamics CRM news & resources

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Non-Billable classification for a task work around in Microsoft Dynamics 365 Project Service Automation V3

by Kuldeep Gupta

When a team upgraded to Dynamics 365 Project Service Automation V3 they found the role field had disappeared, posing new challenges for assigning resources

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management
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MSDW Podcast: News Roundup featuring Business Central growth; ISV co-sell; New vertical solutions; Partner strategy

by MSDW Reporter
Accounting Business Central Customer Engagement Directions NA 2019 Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Management Financial Services Flow MSDW Podcast
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Beyond the Data, Part 1: Turning News into Sales

by Heidi Tucker

How to use business insights from your CRM data to identify sales triggers.

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing
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Microsoft Forms Pro preview: Experts see promise with Flow, Common Data Service tie-ins

by Jason Gumpert

Integrating Forms Pro into sales and service scenarios holds real promise, but its preview status suggests caution is still needed

BI and Reporting Common Data Model Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Forms Pro

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Automated tests; Migrate Unified Service Desk; Toast notification; Workflow

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM xRM
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Update closely connected data in Microsoft Dynamics 365 Customer Engagement using Flow and native workflow

by Vaishali Vyas

Flow can be used with native workflow as a helpful way to coordinate the updating of parent and child records in Dynamics 365 for Customer Engagement.

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Apps Power Automate Power Platform PowerApps Workflow Management xRM
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How to set margins for software resellers

by Harald Horgen

Discover how to set margins and discounts for software resellers

Advanced Pricing Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Reseller
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Four ways knowledge workers will adapt to RPA in the workplace

by Norman Gottschalk

Rather than seeing automation as a threat, prepare for the new range of job opportunities that will demand a human touch

Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Robotic Process Automation (RPA)
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Microsoft offers Business Applications ISVs new co-sell and co-marketing options

by Jason Gumpert

Revenue-sharing program to roll out in July, along with AppSource improvements and other services.

AppSource Business Central Commerce Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Human Resources (Talent) Mixed Reality Power Apps Power Platform
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Dynasource launches new partner profiling service

by Jason Gumpert

Formerly focused on Microsoft partners, the company has pivoted to become a provider of broader channel data.

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

LATEST VENDOR RESOURCES

How to Detect and Merge Duplicate Records in Dynamics 365 CRM

Inogic

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti

Accelerate Your Business Growth with Microsoft Copilot + Dynamics 365

Inogic

Solver Overview

Solver
More Dynamics CRM Videos

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

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

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
Business Central Commerce Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Dynamics GP
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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
More Dynamics CRM Solutions