Dynamics CRM news & resources

From the Microsoft Dynamics 365 for Customer Engagement / CRM Blogs: Conditional action buttons; Relevance search; Optional fields; Set up a trial

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM
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Microsoft Dynamics 365 PSA tip: Deactivating a project rather than marking it complete

by Kuldeep Gupta

For Microsoft Dynamics 365 PSA projects with less activity, it can be helpful to deactivate without wiping out work

Customer Engagement Dynamics 365 Dynamics CRM Planning & Scheduling Project Management
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Microsoft Azure Active Directory Conditional Access and Dynamics 365: Enforce multi-factor authentication

by Abhishek Kumar

Control how users access cloud apps through multi-factor authentication with location detection.

Customer Engagement Dynamics 365 Dynamics CRM

From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Site map; Azure Functions; Product unit pricing; Email engagement

by MSDW Reporter

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

Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Email Management Power Automate
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Microsoft Dynamics Profile: Working to boost interest in the intersection of IoT and Customer Engagement

by Linda Rosencrance

Kyle Hill has become an evangelist of sorts for artificial intelligence, IoT, and bots in the contexrt of Dynamics 365 for Customer Engagement.

Bots Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Field Service Field Service Internet of Things (IoT) MVP Manufacturing

Microsoft Dynamics Partner Roundup: Channel Integration Framework; Production IoT; Fashion ERP; Nonprofit partnership

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Fashion Financial Management Furniture Internet of Things (IoT) Not For Profit
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The biggest Microsoft Dynamics stories of 2018

by Jason Gumpert
Leadership, platform, community concerns defined a year in which business apps seemed to coalesce around platform and R&D models.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations
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Microsoft will support Adobe Sign e-signatures in Dynamics 365 for Talent

by MSDW Reporter

Attract module will offer access to Adobe e-sign capabilities with "no additional software or configuration needed"

Adobe Customer Engagement Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures HR Management

Webcast Review: Advice on launching a Microsoft Dynamics vertical ISV startup

by Eamon McCarthy Earls

Mohamed Mostafa, founder of TechLabs London fielded questions from Dynamics users about running an ISV during a webcast with MSDW

Customer Engagement Dynamics 365 Dynamics CRM Marketing Power Automate Product Lifecycle Mgmt Sales Sales & Marketing Software xRM
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Microsoft Dynamics 365/CRM business process integration with webhooks

by Herve Roggero

Webhook callback mechanisms can help to ensure a simple point-to-point topology and speed time to market

Azure Functions Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Power Automate Workflow Management

LATEST VENDOR RESOURCES

CRM Horror Story: User Revolt Transformed into a Standing Ovation

MSDW Features

CRM Horror Stories: A Dynamics 365 CE Cautionary Tale of Customization and Poor Partnership

MSDW Features

Maximizing Your Dynamics 365 Business Central Experience: How We Ensure You Succeed

WebSan Solutions

Value of a Solution Architect in Your Dynamics 365 Implementation

Encore Business Solutions

The Benefits of Support From Your Dynamics Partner

Encore Business Solutions
More Dynamics CRM Videos

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

MSDW Solution Evaluation Report: Celigo

Celigo
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Finance and Operations

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales
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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 Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

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 Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations
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TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing

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
More Dynamics CRM Solutions