Dynamics CRM news & resources

From the Microsoft Dynamics 365/CRM Blogs: Testing tools; Currency management; Field security profiles; Portals

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 and CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM

Automating data governance for improved BI insight

by Trey Johnson
Automated data governance can boost BI environments and empower end users
Automated Data Collection BI and Reporting Business Central Business Performance Mgmt Customer Engagement Data Archiving Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM

What free access to the Dynamics Learning Portal means for Microsoft customers and partners

by Gus Gonzalez
How partner readiness and customer satisfaction converged to produce Microsoft's decision to update DLP.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Learning Portal Dynamics NAV Dynamics SL Finance and Operations

Microsoft Dynamics 365 for Customer Engagement: A historical perspective on a strategic platform

by Rami Mounla
Dynamics CRM has evolved from system of records to a system of intelligence, but is it a Swiss Army knife?
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

MSDW Podcast: Preparing for the Microsoft Dynamics 365 Fall 2018 release wave with Steve Mordue

by MSDW Reporter
Digesting the news and experiences of 2018's Inspire and #MSBizAppsSummit.
Business Apps Summit 2018 Business Central Customer Engagement Dynamics 365 Dynamics CRM Inspire 2018 MSDW Podcast Power Automate

Microsoft Dynamics Profile: Nine-time CRM MVP hones expertise around the world

by Linda Rosencrance
Butenko says he does whatever customers need so they can successfully use their systems
Customer Engagement Dynamics 365 Dynamics CRM MVP

From the Microsoft Dynamics 365/CRM Blogs: Troubleshooting; Internal notifications; Copying CRM; Booking alert

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 and CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM

MSDW Podcast News Roundup: Inspire 2018, #MSBizAppsSummit, Salaries, Choosing Dynamics 365 Business Central

by MSDW Reporter
Reviewing the latest news and features from around the Dynamics ecosystem.
Business Apps Summit 2018 Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Inspire 2018 MSDW Podcast Power Apps Power BI

Microsoft Dynamics Partner Roundup: PSA for Office + D365; Two partner acquisitions; Gold competency

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Automate Professional Services

Microsoft previews integrated experience for Teams and Dynamics 365 Customer Engagement

by Jason Gumpert
Bi-directional interplay would make Teams a default for file storage, and collaboration with non-D365 users
Business Apps Summit 2018 Customer Engagement Dynamics 365 Dynamics CRM Microsoft Teams Power Automate

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2026 Tax Changes: What You Need to Know

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The Marketer's Guide to Meaningful Measurement

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SharePoint Knowledge AI Search – Your Copilot for SharePoint Search with Azure AI Search

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How to Detect and Merge Duplicate Records in Dynamics 365 CRM

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D365 Hidden Costs Series #3 - Damaged Relationships

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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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