Dynamics CRM news & resources

3 Pros Share their Microsoft Dynamics 365 / CRM v9 First Impressions

by Linda Rosencrance
A selection of insights on Microsoft Dynamics 365/CRM v9 from the Dynamics CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft launches Dynamics 365 / CRM v9, separating platform from apps

by Jason Gumpert
New user of Azure infrastructure, Unified Interface, and Virtual Entities will contribute to the solution's evolution as an app platform, Microsoft believes.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Power Automate SaaS Sales Sales & Marketing

Does Microsoft really care about the SME business market?

by James Crowter
Why SMB partners may have doubts on the future of Microsoft's commitment to Dynamics 365 SMB solutions.
Business Central Customer Engagement Directions EMEA 2017 Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics NAV Tenerife eXtreme365 US 2017

Digital invoice processing and automation is leaving OCR behind

by Anna Tujunen
Optical character recognition (OCR) was a great start to invoice automation; but it is too error-prone to be in its future.
AP Automation Accounting Aerospace & Defense Agriculture Architecture Business Central Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX

Why Do I Need Virtual Desktop Integration (VDI)?

by Rob Curls
Why we often recommend and deploy Virtual Desktop Infrastructure (VDI) for desktop access to cloud solutions.
Business Central Cloud Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Virtualization Web Client

Marketing automation vendor Lead Liaison to integrate with Dynamics 365 for Sales

by Linda Rosencrance
New integration effort driven by user demand, market opportunity, says vendor.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing

Microsoft to launch AI-driven business apps under Dynamics 365 brand

by Jason Gumpert
First Dynamics 365 AI offering is an intelligent bot for customer service.
Artificial Intelligence (AI) Bots Customer Engagement Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Ignite 2017 Machine Learning (ML) Power Automate

Microsoft Dynamics Webcasts, September 25-29, 2017: Beyond Management Reporter; Next-level ecommerce; Query optimization

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Commerce Customer Engagement Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

MSDW Podcast: Talking Microsoft Dynamics platform plays and eclipses with Steve Mordue

by Jason Gumpert
After an eventful week at Directions North America, Steve Mordue of RapidStart CRM joins us to look back at the impact of some key announcements.
Business Central Customer Engagement Directions NA 2017 Dynamics 365 Dynamics CRM Dynamics NAV MSDW Podcast Tenerife

The real cost of Microsoft Dynamics 365/CRM: Make smart estimates

by Koen Van
Before you buy, know the factors that contribute to the total cost of ownership in SaaS CRM.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

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2026 Tax Changes: A Compliance Guide for Businesses

Avalara
The 10th edition of Avalara's annual tax changes report.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Whitepaper: Avalara 1099 Readiness Report

Avalara
Most Businesses Still Rely on Manual 1099 Processes Despite Rising Compliance Risk, Avalara Finds
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Infographic: Avalara 1099 & W-9

Avalara
This infographic discusses the importance of using automation software for W-9 and 1099 compliance to avoid IRS penalties.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

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
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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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