Dynamics CRM news & resources

When Your Field Reps Have to Call Service Reps for Sales Insights - It's Time for Digital Change

by Sarah Morgan
How one industrial equipment manufacturer transformed its field service through an agile data management and reporting initiative with Power BI.
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations Industrial Equipment Manufacturing Manufacturing

Microsoft Dynamics Partner Roundup: Healthcare materials management; NAV warehouse integration; D365 search; Mapping integration

by MSDW Reporter
A selection of announcements from the Dynamics partner channel .
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV EDI Healthcare Material Rqmts Planning Power Automate Warehouse Management

Diving into new Microsoft Dynamics 365 Portal capabilities and official guidance for upgrades from Adxstudio Portals

by Nicholas Hayduk
With the new release and new documentation on migrating from Adxstudio Portals, the Dynamics 365 ecosystem was a busy place in February 2018, finds Engineered Code.
Adxstudio Customer Engagement Data Migration Dynamics 365 Dynamics CRM Portals SaaS Upgrades

Microsoft raises Dynamics 365 Cloud Business Apps competency requirements, seeking partner differentiation

by Linda Rosencrance
The need to weed out certifications on smaller partners understandable, say some VARs.
Cloud Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations ICSP

Bedrock Data aims to unify customer data across clouds with launch of Fusion

by Jason Gumpert
The SaaS solution offers pre-built connectors and automation technology that it says will eliminate most of the labor from data warehousing and BI efforts.
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Data Warehousing Dynamics 365 Dynamics CRM Power BI Power BI

Why Microsoft Dynamics partners should join the CSP Program

by Alexandre Painchaud
An indirect CSP's perspective on why partners cannot wait any longer to learn about their Cloud Solution Provider program options.
Azure Business Central Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power BI Power BI Power Platform

What Can Microsoft Dynamics CRM Partners Expect From eXtreme365 EMEA 2018?

by Guus Krabbenborg
From roadmap clarity to Microsoft leadership channel businesses have a lot to learn this year about their future prospects.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM eXtreme365 Dubrovnik 2018

Ready for Connected Field Service? Microsoft evolves Dynamics 365 app as market expectations rise

by Jason Gumpert
Field service readiness and sales lead Ben Vollmer will talk new opportunities for customers and partners at eXtreme365 EMEA and other events this spring.
Azure Machine Learning Bots Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Manufacturing Manufacturing Power Automate

ZAP Data Hub aims to automate, unify data management

by MSDW Reporter
Azure-based solution is BI and data source agnostic, promises to help reduce the IT costs of data warehousing.
BI and Reporting Business Central Customer Engagement Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft Dynamics Webcasts, February 19-23, 2018: NAV RTC, E-commerce mistakes; GP Security; Excel reporting; AP automation

by MSDW Reporter
A review of the week’s Dynamics webcasts
AP Automation BI and Reporting Business Central Business Performance Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL E-Commerce

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The Marketer's Guide to Meaningful Measurement

Coffee + Dunn

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

Inogic

How to Detect and Merge Duplicate Records in Dynamics 365 CRM

Inogic

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti
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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

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
Business Central Commerce Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Dynamics GP
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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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