Dynamics CRM news & resources

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Flows from the field: Recurring jobs in Microsoft Dynamics 365; Swapping dialogs; Opportunity forms; Document generation; Rich text editing

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond.

Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Flow
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MSDW Podcast: Microsoft Dynamics news roundup, 3 December 2018

by MSDW Reporter

The news roundup is back! With a busy few weeks behind us, the MSDW editorial team looks back at the most important news and announcements in the D365 ERP and CRM ecosystem.

Accounting AppSource Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Management MSDW Podcast
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The shortage of Microsoft Dynamics help: Real or self-induced?

by Beth Burrell

What role do partners have in the cause – and solution – to the current hiring squeeze?

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations jobs
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Microsoft partner challenges in a time of rapid innovation: eXtreme365 Preview

by Eamon McCarthy Earls

Felix Robitaille of XRM Vision reflects on running a Dynamics 365 focused partner business and how the demands are changing

Customer Engagement Dynamics 365 Dynamics CRM eXtreme365 US 2018
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MSDW Podcast: ISVs and the Microsoft Power platform opportunity

by Jason Gumpert

Why the team behind PowerISV wanted to put application development services out front.

Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Flow MSDW Podcast Microsoft Power BI Power Apps Power Automate Power BI
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How to display custom entity in the Microsoft Dynamics 365 Field Service mobile app

by Shailesh Wath

Discover the steps to display a custom entity in the Dynamics 365 Field Service mobile app

Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Mobile Applications Planning & Scheduling xRM
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Partners weigh in on Team Member license changes for Microsoft Dynamics 365 for Customer Engagement apps

by Linda Rosencrance

Move takes license use from honor-based system to one that can be better enforced, partners say.

Customer Engagement Dynamics 365 Dynamics CRM

Microsoft to take aim at Dynamics ISVs' AppSource, OCP woes, MVP reports

by Jason Gumpert

Veteran Microsoft exec Steve "Guggs" Guggenheimer will lead a renewed Dynamics ISV effort, reports Steve Mordue.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Microsoft Corporate OCP One Commercial Partner
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Russia-based Microsoft partners Awara IT and Mindcore to merge

by MSDW Reporter

The two Microsoft Dynamics partners and systems integrators have worked jointly for years, plan extended services and market reach.

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

Microsoft Dynamics Partner Roundup: Nonprofit partner; Mobile inventory; CRM to go

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics CRM Not For Profit

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2026 Tax Changes: A Compliance Guide for Businesses

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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

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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

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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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