Dynamics CRM news & resources

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User Group Summit Preview: What to expect from the D365UG/CRMUG Summit

by Eamon McCarthy Earls

At the CRMUG Summit, users are set to focus on adapting to Dynamics 365 and Power platform changes

CRMUG Summit 2018 Customer Engagement D365UG Summit 2018 Dynamics 365 Dynamics CRM Summit 2018 crmug

Microsoft plans Dynamics 365 added storage price hike, but better flexibility on Customer Engagement instances

by Jason Gumpert

Storage price change impacts D365 for Customer Engagement, Unified Operations

Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations

From the Microsoft Dynamics 365 CRM Blogs: Auto save; Workflows: Recurring emails

by MSDW Reporter

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

Customer Engagement Dynamics 365 Dynamics CRM

Podcast Review: Measuring Microsoft's biz apps market progress, from ERP to the citizen developer

by Eamon McCarthy Earls

Highlights from the recent MSDW Podcast with industry analyst Josh Greenbaum

Artificial Intelligence (AI) Business Central Cloud Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Machine Learning (ML) Power Apps
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A new look for MSDW

by Jason Gumpert

More than just a new look, the site update will enable us to move ahead with more improvements.

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

MSDW Podcast: Why a free(er) Dynamics Learning Portal matters to Microsoft customers and partners

by Jason Gumpert

Microsoft MVP and trainer Gus Gonzalez talks about the importance of DLP and other training options in the Dynamics 365 community.

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics Learning Portal Finance and Operations MSDW Podcast MVP Training
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Robotic Process Automation (RPA): The Microsoft channel adapts to market growth

by Alan R. Earls
The booming technology is transforming businesses and becoming a growing factor for Microsoft Dynamics customers.
AP Automation Automated Data Collection Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

From the Microsoft Dynamics 365/CRM Blogs: Sorting views; Existing contacts; Workflows; Configurable cascading

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

Podcast Review: Dynamics 365 CRM training, consulting, and conferences with Microsoft MVP Julie Yack

by Eamon McCarthy Earls
A writeup of the MSDW Podcast episode with Microsoft MVP Julie Yack, including the themes of training, roadmap, and conferences.
Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM LinkedIn Sales Navigator Microsoft Social Engagement Power Platform xrm

MSDW Podcast: Dynamics 365 CRM training, consulting, and conferences with Microsoft MVP Julie Yack

by Jason Gumpert
A discussion of conferences, training, and keeping up with the Dynamics 365 product roadmap.
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Microsoft Social Engagement Training

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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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