Dynamics CRM news & resources

Implementation audit and reconciliation: 5 risk factors and 7 audit steps

by Don Riggs
The warning signs of an off-the-rails ERP implementation are pretty clear. An audit gets to the causes, and charts a roadmap for successful completion.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft to customers: Cloud continues to transform Dynamics 365

by Jason Gumpert
Dynamics 365 advances are being architected, developed, deployed, and measured in ways that reflect a new world of enterprise solutions, says Dynamics CTO Mike Ehrenberg
Azure BI and Reporting Business Central CDS Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Data Management Data Migration Data Warehousing Dataverse (CDS)

Dynamics Profile: Japanese Microsoft MVP works to broaden country's NAV, CRM, Azure awareness

by Linda Rosencrance
Taiki Yoshida does his part to bring Dynamics knowledge to the Japanese community, in their language
Azure Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV MVP Power BI Power BI Power Platform

From the Microsoft Dynamics CRM Blogs: Attachment storage; Child records; Upgrade tips; Social Engagement; Improved search

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM blogs
Customer Engagement Data Migration Dynamics 365 Dynamics CRM Email Management Power Automate Social Networks

As Microsoft Dynamics 365 CRM apps mature, can we still talk customization?

by Sarah Critchley
An expanding functional footprint for the core product is great, but there is still room for well-planned configuration and customization.
Business Process Mgmt Configuration & Development Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Three new user adoption tactics for Microsoft Dynamics 365 CRM apps

by Jason Gumpert
Complexity kills CRM adoption. Simplified interfaces, wizard-based implementations and task flows all make Dynamics 365 easier on the end user. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing eXtreme365 Lisbon 2017

Executive Q&A: SBS Group on how to navigate on the fast-moving Dynamics highway

by Jill Rose
SBS Group CEO James Bowman there’s enough certainty around Dynamics 365 for partners to chart their futures
Business Central Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

The MSDW Podcast: Roadmap updates on D365 Financials, GP 2018, Adobe Marketing Cloud, D365 CRM, and more (29:46 mins)

by Jason Gumpert
A rich half-hour of new Microsoft Dynamics product news, best practices from the channel and worst practices in IT. 
Adobe Marketing Cloud Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast Power Automate eXtreme365 Lisbon 2017

From the Microsoft Dynamics NAV Blogs: SQL Server Management Studio; CRM/NAV integration; Service management; UI elements removal

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics NAV blogs
Business Central Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Project Service Automation Service Management

Microsoft Dynamics Partner Roundup: Unified communications for D365; Euro CRM partner acquisition; Aussie D365 partner; New sales & marketing exec

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Customer Engagement Customer Relationship Mgmt Digital Transformation Dynamics 365 Dynamics CRM Financial Services

LATEST VENDOR RESOURCES

How to Create a Manage Organization Charts in Dynamics 365 Sales

WebSan Solutions

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

Business Central vs. Sales in Dynamics 365: How They Integrate

WebSan Solutions

How to Best Organize Documents with Dynamics 365 and SharePoint

Connecting Software

The All-in-One Solution for a Smooth Experience Using SharePoint for Dynamics 365 Document Management

Connecting Software
More Dynamics CRM Videos

Dynamics CRM Integration with Multiple NAV instances using Connect Bridge

Connecting Software
Many organizations connect Dynamics CRM to their Dynamics NAV using Microsoft's out-of-the-box integration, but how can you achieve this for multiple NAV instances?
Business Central Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics NAV

Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales

Supply Chain Tech: 7 Secrets to Instant Value with HEADSTART for D365

Sikich
See how you can get to value faster, and minimize your risk with HEADSTART for D365.
Automotive Construction Consumer Goods Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Industrial Equipment

Unlocking Success: 5 Key Reasons Why Businesses are Investing in End-to-End Tax Solutions

Vertex, Inc.
Unlock growth, efficiency, and strategic excellence! Explore 5 reasons why finance and tax executives are investing in end-to-end tax solutions to propel their businesses forward.
Business Central Commerce Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Integration

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
More Dynamics CRM White Papers

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

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
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TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing

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
More Dynamics CRM Solutions