Dynamics CRM news & resources

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Data Migration Data Warehousing

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

LATEST VENDOR RESOURCES

How to Detect and Merge Duplicate Records in Dynamics 365 CRM

Inogic

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

D365 Hidden Costs Series #2 - Low CRM Adoption

Plauti

Accelerate Your Business Growth with Microsoft Copilot + Dynamics 365

Inogic

Solver Overview

Solver
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The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

AI-Powered xFP&A: The Future of Financial Planning

Solver
Explore the transformative power of AI in xFP&A
BI and Reporting Business Central Corporate Perf Mgmt (CPM) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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
Business Central Commerce Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Dynamics GP
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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 - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Government Power Apps Power Automate Power Platform

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 - Data 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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Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal

Solver Datasheet

For organizations looking to accelerate growth and gain complete insight into their business, Solver is a cloud-based...
Azure Copilot Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics SL Fabric

Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Power Pages Power Platform Project Service Automation
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