Dynamics CRM news & resources

Microsoft to end OEM deals with Dynamics 365 Customer Engagement ISVs

by Jason Gumpert

Microsoft began alerting customers today that InsideView Insights and Versium Predict will be discontinued as OEM offerings.

AppSource Automated Data Collection Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Sales Sales & Marketing
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Retail in 2019: What we've learned from NRF Big Show pre-event PR

by Jason Gumpert

From top exhibitors like Microsoft to niche players, the PR influx in advance of this year's Big Show offers a hint at where exhibitors are working to gain traction.

Business Central Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Mobile Applications NRF BIG Show 2019 Power Automate
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Microsoft Dynamics Profile: Ringing in the new year with MVP award for an XRM veteran

by Linda Rosencrance

James Novak's focus on xRM solution architecture and development in the government sector has provided broad exposure to Dynamics 365/CRM technology.

Aerospace & Defense BI and Reporting Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Government MVP Power Automate Project Management XrmToolBox xRM

Apttus names ex-Microsoft exec Frank Holland CEO

by MSDW Reporter

The former Dynamics 365 sales exec and company veteran joins the quote-to-cash focused ISV.

Dynamics CRM
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Dynamic Communities buys Comunidad365, expanding regional access

by Jason Gumpert

Site to be migrated to DCI web platform within weeks.

Customer Engagement D365UG Dynamic Communities Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations
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MSDW Podcast: John Silvani on building a business in the Microsoft channel atop PowerApps and CDS

by Jason Gumpert

The app development opportunity on Microsoft's business applications platform continues to evolve in complex ways, says John Silvani.

Accounting Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Management Financial Services MSDW Podcast Power Apps Power BI
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How B2B prospect data is transforming to meet a changing market

by Heidi Tucker

Market changes have forced businesses to reimagine the value and use of prospect data.

Customer Engagement Dynamics 365 Dynamics CRM Marketing

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

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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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