Dynamics CRM news & resources

InsideView adds prospecting, engagement tools with Insight Enterprise for Microsoft Dynamics 365 and CRM

by Jason Gumpert
International launch adds prospect list building, custom watchlists and alerts integrated with Dynamics.
Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

From the Microsoft Dynamics CRM Blogs: Dashboards; Easy scheduling; Process flows; Legacy forms

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM blogs.
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Management Sales Sales & Marketing

How Can Companies Empower Their Deskless Workers?

by David Squibb
Why working to provide a great employee experience will be reflected in customer experience.
Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS

Mobile mapping helps field reps close more business using Microsoft Dynamics CRM

by Linda Rosencrance
By connecting maps with Dynamics CRM, medical device sales reps plan routes based on CRM data, like proximity, product, next steps – all adding up to two more sales calls per...
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM Marketing Medical Devices Mobile Applications Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics Partner Roundup: D365 for field service; Mobile data collection; New hosting CEO; Recruitment ISV recruits

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service Field Service Finance and Operations Inventory Management Supply Chain Execution

Microsoft Dynamics News & Notes, Summit EMEA Edition: Naming bugs; CRM forms; Budgeting tools; GP migration; NAV Tenerife; Ideas site

by Jason Gumpert
Reviewing additional developments from the past week that we're likely to hear more about soon.
Budgeting Business Central Cloud Customer Engagement Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Ideas

Dynamics Profile: New Microsoft MVP finds balance in leadership, community support

by Linda Rosencrance
Canadian MVP Nick Doelman says there’s pressure to continue being a valuable contributor
Dynamics CRM Dynamics GP

What if your organization still prefers a network file share? Consider the updated Azure File Services.

by Rob Curls
Why an update to Azure File Server enables users to securely connect to the shares from any location.
Business Central Cloud Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Power Automate

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)

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SharePoint Metadata – Boost Dynamics 365 CRM Document Management & Searchability

Inogic

Introducing The Knowledge Hub

Coffee + Dunn

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
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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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Inogic Productivity Apps for Microsoft Business Solutions

Inogic is a leading Microsoft Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on...
AI Azure Copilot Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI

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
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