Dynamics CRM news & resources

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Calgary Drop-in Centre looks to improve client services with Dynamics 365 CE and facial recognition

by Linda Rosencrance

New system will help the DI know exactly who is entering and leaving the facility

Customer Engagement Dynamics 365 Dynamics CRM Not For Profit Power Automate Project Service Automation Security Service Management facial recognition xRM
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Chasing an ISV opportunity in the Microsoft Dynamics channel: A cautionary tale

by Peter Joeckel

What I learned (or should have known) about the observable aspects of one ISV's attempt to break into the Dynamics ecosystem

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations
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UG Summit 2018: Microsoft Dynamics 365 AI apps takes shape, with a dose of privacy planning

by Jason Gumpert

Previews of sales, customer service, marketing apps supply business cases for Microsoft's core AI technology

Artificial Intelligence (AI) Azure Machine Learning CRMUG Summit 2018 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service D365UG Summit 2018 Dynamics 365 Dynamics CRM Machine Learning (ML)
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Founding a Microsoft Dynamics 365 vertical business ISV start-up? Some may call you crazy…

by Mohamed Mostafa

A Microsoft ISV partner success story that will hopefully inspire others to build and grow their own Microsoft Solutions ISV businesses

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM ISV Real Estate Rental xRM

From the Microsoft Dynamics 365 and CRM Blogs: D365 and GDPR; Child entities: Page redirects; Encrypt data; Why use connections

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM Flow GDPR Portals Power Automate Power Platform Regulatory Compliance Security Workflow Management

Microsoft Dynamics Partner Roundup: Rapid deployment; D365 for florists; Distributor taps NAV; Order tracker; Customer service integration

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Order Management
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Davinci App is early adopter of Microsoft Dynamics 365 Channel Integration Framework for contact center communications

by MSDW Reporter

The cloud-based contact center solution consolidates communication channels.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Touchless invoice processing; Acquisition; Retail replenishment; New implementation; Cleaner data

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Invoice Processing Robotic Process Automation (RPA)

From the Microsoft Dynamics 365 for Customer Engagement & CRM Blogs: Missing form; Field service: e-Signatures; Portal page; Comparing dates

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Security; Support offering; Healthcare interoperability; Education win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Education Finance and Operations Healthcare Power Automate Security

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2026 Tax Changes: A Compliance Guide for Businesses

Avalara
The 10th edition of Avalara's annual tax changes report.
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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!
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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...
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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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