Dynamics CRM news & resources

Microsoft Dynamics Partner Roundup: HighJump acquired; Vertical-oriented partnership; D365 for materials handling; Lean project delivery

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel.
Business Central CPQ (Configure, Price, Quote) Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

Microsoft and Adobe make new commitment to broadly integrate e-signatures, collaboration, productivity tools

by Jason Gumpert
Adobe Sign to become Microsoft’s preferred e-signature solution across business apps, while Teams to gain favor in Adobe suite.
Adobe Marketing Cloud Collaborative Workspaces Customer Engagement Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Power Automate Workflow Management

Three factors that keep your BI out of a rut

by Joni Girardi
When BI is implemented well, end users have easy access to data and find new ways to use it. Anything else is a failure.
BI and Reporting Business Central Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Power BI Power BI

Executive Q&A: Hitachi Solutions America on the art of acquisition and the drive for global scale

by Dann Anthony Maurno
Hitachi Solutions America doesn’t just snap up solutions; its President Tom Galambos describes the synergy and forethought of a buy/sell decision
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Manufacturing Microsoft Corporate Power Automate

Microsoft Dynamics Partner Roundup: P2P alliance; African CSP; D365 field service; Sharepoint, Dynamics for government

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
AppSource Business Central Cloud Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service Field Service

CRM implementations: How to avoid a failure to launch

by Ryan Plourde
CRM project success depends upon the right consultant, but also, a commitment of internal resources
Customer Engagement Customer Relationship Mgmt Data Integration Data Migration Dynamics 365 Dynamics CRM Implementation

Microsoft introduces per-user usage metrics for Power BI; deeper control of metrics access

by MSDW Reporter
Update offers new capability to surface the names of end users; also enables more granular admin control and ability to “reboot” and grant permissions afresh
BI and Reporting Business Central Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Microsoft Power BI Power BI

The hidden gaps in public and private clouds

by Greg Pierce
Consider cloud tradeoffs and determine the right mix for your organization.
Business Central Cloud Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate SaaS

Microsoft Dynamics Partner Roundup: CX acquisition; D365 IEM configurator; Scheduling app; Retail win

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Manufacturing Product Lifecycle Mgmt Retail Retail POS

How to manage a phased Microsoft Dynamics CRM and GP upgrade and migration to the cloud

by Brad Trevaskis
An all-at-once cloud migration is preferable, but not always possible. This Dynamics GP and CRM migration required a phased approach. 
Cloud Customer Engagement Data Migration Dynamics 365 Dynamics CRM Dynamics GP Power Automate Upgrades

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Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople
How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

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Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

Building a Connected Revenue Engine with Microsoft Dynamics 365, Customer Insights, and AI

Coffee + Dunn
Predictable growth starts with a connected revenue engine. Learn how Microsoft Dynamics 365 and AI can help align sales, marketing, service, and data.
AI and Machine Learning Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Finance and Operations

Downloadable Checklist: Customer Insights-Journeys vs. Marketing Automation

emfluence
A quick checklist to determine whether Customer Insights-Journeys is the right fit for your team.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

Evaluating Microsoft Customer Insights-Journeys: When It Fits and When It Doesn't

emfluence
Is Microsoft Customer Insights-Journeys the right fit? Learn what to evaluate before you decide.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing
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Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Centralized Customer Engagement Platform

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Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

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How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

How Maxi Lift Connected Dynamics 365 Sales and Business Central to Streamline Quoting

New Dynamic
Deployment Planning Process Reduces Risk and Speeds Up Solution Design and Development and Development for Maxi-Lift
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Field Service Manufacturing Minerals Sales
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Business Optimization Index

Fifty-four questions across seven domains. Answer them the way things actually work today, not the way they are supposed to...
Construction Copilot Dynamics 365 Dynamics CRM Dynamics Marketing Manufacturing Tax and Accounting

Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Application Management Services for Microsoft Dynamics 365

Efficient, expert support and continuous development from a top-tier Microsoft partner. Microsoft Dynamics 365 should...
Copilot Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics RMS Dynamics SL Dynamics Snap Managed Services

AI Supply Chain Software Half-Card

AI AI Agents Copilot Dynamics 365 Dynamics CRM Logistics Logistics Shipping Shipping Shipping Integration Supply Chain Management

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing
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