Dynamics CRM news & resources

Microsoft releases Power BI Content Pack for Azure Active Directory

by Dann Anthony Maurno
By popular demand, users can visualize application usage, sign-in data from AAD using Power BI
Azure BI and Reporting Customer Engagement Dynamics 365 Dynamics CRM Power BI Power BI Power Platform Security User Management

Microsoft Dynamics Webcasts, January 23-27, 2017: AX inventory closing; Dynamics 365 for high-tech; Document management for digital transformation

by Dann Anthony Maurno
Microsoft Dynamics Webcasts, January 23-27, 2017: Microsoft Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
Business Central Costing for Microsoft Dynamics AX & 365 for Operations Customer Engagement Digital Transformation Distribution Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Electronics

CPQ: The ultimate sales enabler for Microsoft Dynamics users

by Lou Washington
Configure-price-quote capability, backed up by Dynamics AX or Dynamics CRM, means salespeople doesn’t have to say “I’ll check with the office and get back to you.”
CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Electronics Fabless Semiconductor Finance and Operations Manufacturing Manufacturing Sales Quoting

From the Microsoft Dynamics NAV Blogs: ZIP files; Access issue; Shop calendar; CRM & NAV Integration

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics NAV blogs
Business Central Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Dynamics NAV Shop Floor Control User Management

Microsoft Dynamics Partner Roundup: Retail payments for Dynamics 365; CRM data deduping; Quebec managed services acquisition; GP + payment gateway

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Commerce Credit Card Processing Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Finance and Operations Managed Services Payment Processing Retail

Microsoft Flow can extend Dynamics 365 further than you've ever imagined

by Jerry Weinstock
Flow’s ability to connect Microsoft Dynamics 365 customer experience apps to other cloud based applications is extensive and growing
Business Process Mgmt Business Rules Mgmt Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management

InsideSales.com raises $50 million in growth equity led by Polaris, Microsoft

by Linda Rosencrance
Company plans to create Playbooks for Dynamics 365, fund Ireland expansion
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Power Automate Sales Sales & Marketing

Data & Analytics: Four ways bleeding edge technology just makes you bleed

by Joni Girardi
Are you and your organization intelligent enough already? DataSelf CEO praises mature technology.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Virtualization

Sitecore unveils major release of Sitecore Commerce at NRF Big Show

by Dann Anthony Maurno
The easy customer experience should be both lifelong and easy on the seller too, says Sitecore.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations NRF BIG Show 2017 Retail POS

BI: Data collection is easy, but productizing it makes it actionable

by Linda Rosencrance
Productization of data makes it even more immediate, more usable, says ZAP BI
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

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2026 Tax Changes: What You Need to Know

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The Marketer's Guide to Meaningful Measurement

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SharePoint Knowledge AI Search – Your Copilot for SharePoint Search with Azure AI Search

Inogic

How to Detect and Merge Duplicate Records in Dynamics 365 CRM

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D365 Hidden Costs Series #3 - Damaged Relationships

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2026 Tax Changes: A Compliance Guide for Businesses

Avalara
The 10th edition of Avalara's annual tax changes report.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Whitepaper: Avalara 1099 Readiness Report

Avalara
Most Businesses Still Rely on Manual 1099 Processes Despite Rising Compliance Risk, Avalara Finds
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

Infographic: Avalara 1099 & W-9

Avalara
This infographic discusses the importance of using automation software for W-9 and 1099 compliance to avoid IRS penalties.
Accounting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Tax Management

End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

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
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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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