Dynamics CRM news & resources

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Microsoft Dynamics partners unite on aid efforts for Ukraine

by Jason Gumpert

With hundreds of Ukrainian Dynamics professionals in need of help, a new site aims to unite fundraising

Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV
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Microsoft Business Apps channel lead Cecilia Flombaum leaving role

by Jason Gumpert

20+ year Microsoft veteran led partners through multiple initiatives and goals

Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Platform

MSDW Podcast: The Dynamics 365 data integration landscape, with DBSync

by MSDW Reporter
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power Apps Power Automate Power Platform
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Bridging the information gap with a modern alerts and notification system for CRM

by Sam Kumar

Types of requirements to consider when evaluating your organization's needs for CRM-related alerts and notifications

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing
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Microsoft Dynamics channel firms 1ClickFactory and QBS Group to form Companial

by Jason Gumpert

The new company and brand will continue to evolve as a services firm, CEO Louis Rustenhoven tells MSDW

Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Apps Power Automate Power Platform
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Top Microsoft Dynamics 365 and Power Platform articles of 2021

by Jason Gumpert

It was a year where business apps gained visibility at the corporate level, plus new product plans and packaging updates

Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV E-Commerce Finance and Operations HR Management Healthcare Human Resources (Talent)
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Align Marketing and Sales with Microsoft Dynamics 365

by Jelena Yaruchyk

There is a price to pay for disparate sales and marketing processes, but alignment is within your organization's reach

Business Performance Mgmt Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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Why more organizations are visualizing CRM data in Kanban view

by Sam Kumar

A look at the features and benefits of adding this type of visualization to a Dynamics 365 CRM solution.

Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing kanban

From the Microsoft Dynamics 365 CE/CRM Blogs: Marketing forms; New quota limits; Storage

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CE/CRM blogs

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing
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Finding the right fit: A Microsoft partner CEO shares his acquisition experience in the channel

by Eamon McCarthy Earls

How Andy Neal aimed to sell his Microsoft partner business on his own terms

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Portals Power Apps Portals Power Platform Sales

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Secrets to Selling Dynamics: The Role of the Seller in the Modern Buying Process

MSDynamicsWorld.com Features

Unveiling The Customer Journey

emfluence

5 Ways to Effectively Improve Sales Team Adoption of Dynamics 365 CE/CRM

Aha Apps

PartnerTalks: Benton Belcher of EasyTerritory, Part 2

EasyTerritory

PartnerTalks: Miranda Powell of Experlogix

Experlogix
More Dynamics CRM Videos

6 Reasons Why You Should Invest in Field Service Automation

Aha Apps
The ultimate resource for implementing automation solutions that streamline your field operations, elevate customer experience, and drive revenue growth
Customer Engagement Customer Experience (CX) Dynamics 365 Dynamics CRM Field Service

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

Tax Challenges Affecting the Manufacturing Industry

Vertex, Inc.
How your business can use Vertex tax solutions for Microsoft Dynamics 365 to alleviate burdens and fuel growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

How Retailers Can Overcome 7 Common Tax Compliance Challenges

Vertex, Inc.
Leveraging the cloud-based integration of Vertex with Microsoft Dynamics 365 Commerce can provide retailers powerful benefits.
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

Taking the Pain Out of Tax with Microsoft Dynamics 365

Vertex, Inc.
How powerful tax technology can support your business growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS
More Dynamics CRM White Papers

Ukraine War Animals Relief Fund Uses Maplytics to Help Find Animal Shelters

Inogic

The nonprofit society uses Maplytics to trace and plot the shelters that rescue the animals rendered homeless during the War and trace their needs for food, medicine, or o...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Not For Profit Power Apps Route Optimization Sales Web-based Mapping

Performance Brokerage Services uses Maplytics to identify and plot the dealerships!

Inogic

Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytic...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Financial Services Power Apps Professional Services Route Optimization Sales Web-based Mapping

Trefor uses Maplytics to prevent their clients from a longer downtime

Inogic

Radius Search and Optimized Routing work up as a team to aid the Trefor group in spotting the affected stations and assigning the right technicians there, quickly

Customer Service Dynamics CRM Field Service Power Platform Route Optimization Sales Scheduling Travel Management Utilities

T-Grex Uses Maplytics For Personalized Map Views, Travel Route Optimization, And More!

Inogic

T-Grex harnesses the power of Maplytics within Dynamics 365 CRM to visualize data in personalized views over Map, and more!

Dynamics CRM Industrial Equipment

Strong Spas Uses Maplytics To Efficiently Schedule Service Calls With The Customers And Provide High-Quality Service

Inogic

 Maplytics to match each service ticket with the closest technician available on the field, ensuring prompt and efficient service delivery.

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Manufacturing Power Apps Web-based Mapping
More Dynamics CRM Case Studies

Prevent Duplicate Dynamics 365 CRM Records with Real-Time Deduplication - DeDupeD

DeDupeD is a data hygiene app for detecting and preventing duplicate records in Microsoft Dynamics 365 CRM and Dataverse. It...
Customer Engagement Dynamics CRM

Integrate WhatsApp with Dynamics 365 CRM - WhatsApp4Dynamics

WhatsApp4Dynamics is a productivity app available for Microsoft Dynamics 365 CRM/Microsoft Dataverse (Power Apps) that helps...
Dynamics 365 Dynamics CRM

Enforce best practices in Dynamics 365 CRM - Business Process Checklist

Simplify your internal processes by enforcing best practices using Business Process Checklist within Microsoft Dynamics 365...
Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM

Gamification for Dynamics 365 CRM - Gamifics365

Gamifics365 is a gamification app that helps to improve user adoption and productivity with engaging games and activities...
Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM User Adoption

proRM Fast Start

proRM Fast Start is the perfect project and resource management app for Dynamics 365 and specifically tailored to the...
Architecture Automotive BI and Reporting Billing Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics CRM Electronics Engineering
More Dynamics CRM Solutions