Dynamics CRM news & resources

22 Steps to deliver 'killer' CRM training, Part 1: Preparation and Delivery

by Iain Wicks
From setting goals to creating a clear agenda, a CRM trainer has much to do before the students even arrive.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Training

Survey Report: Are Microsoft Dynamics Users Open to 'Smart' Timesheet Applications?

by Kari Foster
When you think of the future of work, what do you envision?
Artificial Intelligence (AI) Business Central Customer Engagement Data Integration Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

A connected B2B ecosystem: Benefits of integrating CRM and ecommerce

by Anudeep Ananth
CRM integration can enhance ecommerce success
Data Integration Dynamics CRM Dynamics GP E-Commerce Magento Retail

Microsoft Dynamics Profile: For new Australian MVP, love of the D365 / CRM platform drove professional growth

by Linda Rosencrance
Ly says he fell in love with the platform because of everything it can do
Customer Engagement Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Subscription billing; Retail CRM; D365 in Saudi Arabia; Insurance accelerator

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Insurance Marketing

Microsoft advises remaining Dynamics 365/CRM Online customers on v8.1: Prepare to update

by MSDW Reporter
All 8.1 users must be up to v9 by July 31, Microsoft stated in a new blog post
Customer Engagement Dynamics 365 Dynamics CRM

Dynamics channel vet Mike Gillis named leader of DXC Technology North American Microsoft practice

by MSDW Reporter
Enterprise software veteran to oversee practice, including Tribridge and Concerto Cloud subsidiaries.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

From the Microsoft Dynamics 365/CRM Blogs: Virtual entities; Email invoice; Duplicate e-mail signatures; Restrict 'from lookup'

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM Email Management Invoice Processing

Microsoft Dynamics Partner Roundup: D365 cloud integration; Credit union CRM win; Workflow for D365; Reseller network grows

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV Workflow Management

Microsoft intros Outlook category-based tracking in server-side synchronization for Dynamics 365

by MSDW Reporter
Microsoft aims to bridge the gap between the D365 App for Outlook and the legacy Outlook add-in
Customer Engagement Dynamics 365 Dynamics CRM Email Management

LATEST VENDOR RESOURCES

How to Create a Manage Organization Charts in Dynamics 365 Sales

WebSan Solutions

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

Business Central vs. Sales in Dynamics 365: How They Integrate

WebSan Solutions

How to Best Organize Documents with Dynamics 365 and SharePoint

Connecting Software

The All-in-One Solution for a Smooth Experience Using SharePoint for Dynamics 365 Document Management

Connecting Software
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Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales

Supply Chain Tech: 7 Secrets to Instant Value with HEADSTART for D365

Sikich
See how you can get to value faster, and minimize your risk with HEADSTART for D365.
Automotive Construction Consumer Goods Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Industrial Equipment

Unlocking Success: 5 Key Reasons Why Businesses are Investing in End-to-End Tax Solutions

Vertex, Inc.
Unlock growth, efficiency, and strategic excellence! Explore 5 reasons why finance and tax executives are investing in end-to-end tax solutions to propel their businesses forward.
Business Central Commerce Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Integration

Tax Functions Microsoft D365 Users Can Automate with Vertex

Vertex, Inc.
Leverage tax automation to spend less time on manual tasks.
AI Azure Business Central Commerce Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS Dynamics SL
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Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

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
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TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing

ServiceTeam ITSM (IT Service Management)

Conceived in Power Apps®—ServiceTeam ITSM is the most Microsoft-centric ITSM solution on the market. Overcome silos, lower...
Dataverse (CDS) Dynamics 365 Dynamics CRM IT Asset Management (ITAM) IT Service Management (ITSM) Power Apps Power Automate Power BI Power Pages Power Platform

Greenshades Payroll and HR Platform for Microsoft Dynamics

The Greenshades Payroll and HR Platform is the unified software solution that integrates with all flavors of Microsoft...
Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics SL Dynamics Snap Financial Management HR Management Payroll Processing

emfluence Marketing Platform

The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
Customer Engagement Customer Insights Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights Power Apps Sales
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