Dynamics CRM news & resources

Directions EMEA 2017 will support Microsoft partners in Dynamics 365 cloud transition, say organizers

by Linda Rosencrance
Conference focuses on VARs and ISVs that serve small to midsize business customers.
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV

PandaDoc raises $15 Million Series B, backed in part by Microsoft Ventures

by Linda Rosencrance
Microsoft Ventures expects PandaDoc's document automation product to raise industry standards for digital transformation
Customer Engagement Document Management Dynamics 365 Dynamics CRM Electronic Signatures Microsoft Corporate

Experts see promise in Learning Path Authoring for Dynamics 365 CRM apps

by Linda Rosencrance
Enables companies to customize their own “Help” experiences for users. 
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft Dynamics Webcasts, May 22-26, 2017: Infrastructure for digital transformation; AP automation; Dynamics 365 demos; eSignatures

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Cloud Customer Engagement Customer Relationship Mgmt Digital Transformation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Electronic Signatures Finance and Operations IaaS

Microsoft Dynamics Partner Roundup: Invoice automation on AppSource; Rental and service CfMD; Partner's D365 Team; AX, CRM acquisition

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Accounting Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations Invoice Processing Marketing

APIs Expand Utility of AppSource Solutions with Microsoft Dynamics

by Matt Bolch
Static user interface helps ISVs avoid lengthy Microsoft validation process
App Development AppSource Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Manufacturing

Microsoft Dynamics Webcasts, May 15-19, 2017: Excel reporting; GP, SL process automation; EDI, ecommerce for GP

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

How CRM supports a unified customer experience (if it’s used right)

by JC Quintana
True CRM manages relationships, not transactions, says consultant and author JC Quintana.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Dynamics Profile: From accidental CRM consultant to Microsoft MVP

by Linda Rosencrance
This MVP seized opportunities to move from microcontrollers to .NET to Microsoft Dynamics CRM and Dynamics 365.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM

Microsoft Dynamics Partner Roundup: Marketing integration CRM for construction; Azure-based PaaS; VAR expansion

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
BI and Reporting Business Central Construction Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

LATEST VENDOR RESOURCES

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Dynamics 365 F&O: Benefits of Connecting to CRM, the Power Platform, and the Rest of Your Stack

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Event Check-in Pro for Dynamics 365

Coffee + Dunn

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn
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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

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing
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NAI Significa saves 10 minutes on every inspection after deploying Resco Inspections

Resco

 A leading global commercial real estate brokerage firm wanted to digitalize inspection process

Architecture Automated Data Collection Construction Data Integration Data Management Dynamics 365 Dynamics CRM Enterprise Asset Mgmt Field Service Financial Services Mobile Applications Planning & Scheduling

Speeding up estate inspections from 1 day to 3 hours with scalable mobile solution with Resco for Dynamics 365

Resco

Discover how one of the largest housing associations in the UK transformed inspections with mobile forms, data automation, and offline capabilities from Resco

Architecture Automated Data Collection Business Process Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM Field Service Mobile Applications Power Platform Property Management Real Estate

Nurse Maude: Completing 5,000 patient visits a day with Resco Field Service 2.0

Resco

Learn how home healthcare organization Nurse Maude transformed their productivity and went fully paperless with Resco

Automated Data Collection Data Integration Data Management Dynamics CRM Field Service Healthcare Logistics Planning and Scheduling Scheduling

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

Call Tracking Chemicals Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Loyalty Management Sales & Marketing

Mazda increases engagement 200% with immersive website

Episerver

Driving industry trends with an immersive platform that is exceeding expectations.

Automotive Dynamics CRM
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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

ClickLearn

ClickLearn is the market leading solution for creating user instructions, e-learning and process videos for Microsoft...
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Learning Management System
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