Dynamics CRM news & resources

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 Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV EDI Finance and Operations LinkedIn Sales Navigator

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dataverse (CDS) Digital Transformation

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

Manufacturing and Microsoft: Making the marriage work

by Lou Washington
Microsoft and manufacturers continue to “work on the relationship” to keep it fresh.
Artificial Intelligence (AI) BI and Reporting Business Central Business Performance Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service

LATEST VENDOR RESOURCES

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
More Dynamics CRM Videos

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

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
More Dynamics CRM White Papers

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
More Dynamics CRM Case Studies

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
More Dynamics CRM Solutions