Dynamics CRM news & resources

Microsoft Dynamics 365 for Finance & Operations: December update includes Power BI reports, self-serve vendor collab, India regs (and more)

by MSDW Reporter
Microsoft sends off 2017 with a comprehensive service update, with new efficiencies in both implementation and end-to-end integration
Customer Engagement Data Integration Dynamics 365 Dynamics CRM Localization Marketing Power BI Power BI Power Platform Sales Sales & Marketing

MSDW Podcast: Microsoft MVP Pablo Peralta on building a business and a community around Dynamics 365/CRM

by Jason Gumpert
Microsoft MVP Pablo Peralta talks about Comunidad365 and changes in the Spanish language Dynamics 365 community.
Comunidad365 Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast

SBS Group and Socius to merge into Velosio, a scaled-up Microsoft partner

by Jason Gumpert
Executives see “strategic combination” as the spark for next level of growth
Business Central Cloud Solution Provider (CSP) Customer Engagement Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations ICSP

From the Microsoft Dynamics 365/CRM Blogs: Server-to-server authentication; Filtering issue; Lookup views; Security roles in process flows

by MSDW Reporter
A selection of the latest insight from the Microsoft Dynamics 365/CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Security

Microsoft Dynamics Partner Roundup: Relationship Sales D365 win; UK MTO partnership; EDI for NAV 2018; Relationship marketing

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Cloud Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV EDI Finance and Operations LinkedIn Sales Navigator Manufacturing

Best of 2017: Among Microsoft Dynamics 365/CRM experts, some preach pragmatism while others push tech limits

by Jason Gumpert
What we learned about Microsoft’s CRM roadmap in 2017, and how it fits with broader cloud tech plans.
Artificial Intelligence (AI) Azure Azure Machine Learning BI and Reporting CDS Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365

Microsoft Dynamics Webcasts, December 11-15, 2017: Vendor card payments; NAV sales & use tax; Blockchain for CRM; Replace Management Reporter

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting BI and Reporting Budgeting Business Central Credit Card Processing Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

The Role of Time Tracking Software in Making Your Organization Profitable

by Ruth Ann Ellerbrock
Know the benefits of good time tracking software for Microsoft Dynamics before you begin your evaluation.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Time & Attendance

MSDW Podcast: Microsoft MVP Leon Tribe on Salesforce, Flow, and agile Dynamics 365 CRM projects

by Jason Gumpert
Azure Customer Engagement Dynamics 365 Dynamics CRM Flow MSDW Podcast MVP Power Automate Power Platform Salesforce.com

Microsoft Commercial and Enterprise CVP to analysts: Aggressive cloud investment can co-exist with customers' hybrid, on-prem interests

by Dann Anthony Maurno
The company is ready for customers’ cloud migrations, but at customers' speed, says Microsoft’s Dave O’Hara
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Microsoft Corporate Power Automate azure

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Mastering Microsoft Partner Incentives: FY26 Opportunities

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Connecting the Dynamics Universe at Community Summit North America

MSDW Features

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Specialized Views in Dynamics 365 CRM

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions
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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 Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

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

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil
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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 Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

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 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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Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an all-in-one cloud ERP designed to help small and mid-sized businesses unify...
Distribution Dynamics 365 Dynamics CRM Dynamics Marketing Manufacturing Power Platform Professional Services Retail

Power BI Budgeting With Power ON Budget Planner

In effective cost management, wrangling budgets scattered across local spreadsheets poses challenges in maintenance and...
Automated Data Collection Azure Budgeting Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics RMS

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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