Dynamics CRM news & resources

harmon.ie aims its AI tech at sales productivity with Collage for Microsoft Dynamics 365

by Jason Gumpert
Newly launched connection analyzes and surfaces CRM data in context with other business apps, surfaced in Outlook.
Artificial Intelligence (AI) Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

The sales funnel never worked: Measure sales velocity with Microsoft Power BI

by Ulrik Breval Carlsson
Sales is more of a pipeline than a funnel. Power BI gives you and your salespeople a true representation of what they’re winning, could win, and where they should spend their...
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Power BI Power BI Power Platform Sales Sales & Marketing Sales & Ops Planning

Deployment methodologies, Part 4: Why Microsoft Dynamics partners go vertical

by Alan R. Earls
Vertical-specific IP is important, of course. Knowing that vertical’s language is important to gain confidence, and to tailor solutions, find these partners.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation Professional Services

Partner-to-Partner (P2P) success, Part 2: The York Group on revenue objectives, identifying Dynamics partners and selection criteria

by Dann Anthony Maurno
Both the channel partner and ISV are responsible for building a business case.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations One Commercial Partner Partner Center

Microsoft partner foresees tech roadmap for IoT with Dynamics 365

by Dann Anthony Maurno
Mazik Global believes in the IoT enough that it moved into the US, gained giant customers and partnered with the region’s most significant IoT software provider
Customer Engagement Dynamics 365 Dynamics CRM Internet of Things (IoT) Power Automate

Partner-to-Partner (P2P) success, Part 1: The York Group on managing expectations

by Dann Anthony Maurno
There is no such thing as a “Partnership Lite”: Both the channel partner and ISV must hammer out their expectations for profit, commitment.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Inspire 2017 Microsoft Corporate

When "It's So Easy" goes to pieces: Two tales about the complexities of Azure and Amazon clouds

by Greg Pierce
What happens when the promises of the public cloud have failed to come true.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate hybrid cloud

Veteran Microsoft Dynamics 365 / CRM manager Bill Patterson departs for Salesforce

by Jason Gumpert
Now a senior VP for service engagement at Salesforce, Patterson leaves behind a lengthy career at Microsoft.
Customer Engagement Dynamics 365 Dynamics CRM Microsoft Corporate Salesforce.com

Deployment methodologies, Part 3: What does project success look like?

by Alan R. Earls
Project success is an agreement between partner and client; and it begins at project launch.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Implementation Project Management

From the Microsoft Dynamics CRM/365 Blogs: Form editor; Marketing lists; Power of Under; Message listener

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM/Dynamics 365 blogs
Customer Engagement Data Management Dynamics 365 Dynamics CRM Marketing Marketing Automation

LATEST VENDOR RESOURCES

Mastering Microsoft Partner Incentives: FY26 Opportunities

MSDW Features

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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