Dynamics CRM news & resources

Cobalt Introduces Microsoft Dynamics CRM Chatbot for Facebook Messenger, Skype

by Linda Rosencrance
Chatbot for Facebook Messenger and Skype users interacts with Dynamics CRM data.
Bots Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Social Networks

PandaDoc's Document Automation Offering Now Integrates With Microsoft Dynamics CRM

by Jason Gumpert
Document automation startup offers e-signatures, document templates, and analytics for sales and other CRM-related document sharing.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales

Dynamics Introspective: What Is Microsoft’s Next Big Bet On Dynamics CRM Success?

by Jason Gumpert
From SMB to enterprise markets, Dynamics CRM resellers continue to be challenged by Microsoft to deliver the right solution in a competitive space.
Cloud Solution Provider (CSP) Dynamics CRM Dynamics CRM Online Financial Management Power Automate Project Madeira WPC 2016

Sonoma Partners: Cloud CRM Partner of the Year Delivers for Microsoft

by Linda Rosencrance
Wins award despite splitting its CRM competency between Dynamics CRM and Salesforce
Architecture Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics CRM Online Engineering Manufacturing Marketing

Crestwood Associates Merges with Stanley Stuart Yoffee & Hendrix

by Linda Rosencrance
Crestwood expands into Central and South Florida with acquisition of Microsoft Dynamics partner
Business Central Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Microsoft Dynamics Partner Roundup: Food ISV Executive Hire; GP Manufacturing Win; Vitamin Retailer Digitizes on AX; E-Signatures for CRM

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Demand Planning Dynamics AX Dynamics CRM Dynamics GP Electronic Signatures Food & Beverage Government Manufacturing Manufacturing Process Manufacturing

Enterprise Social Vendor Sprinklr Taps Microsoft Azure for New, Joint Customers

by Linda Rosencrance
Microsoft, Sprinklr partner to provide clients with a cloud-based experience management solution
Dynamics CRM Power Automate

How Zones Revived a Complex CRM Project and Created a Unified Customer Experience

by Jason Gumpert
Global technology provider Zones deployed Dynamics CRM to redefine the workplace experience by improving collaboration and unifying customer-facing efforts.
BI and Reporting Business Process Mgmt Business Rules Mgmt CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Dynamics 365

Microsoft Office 365 and Dynamics CRM Online: Designed for Integration

by Karen Kroll
Integration amps up the productivity that’s possible from the two systems alone.
Business Process Mgmt Business Rules Mgmt Data Integration Dynamics CRM Dynamics CRM Online

Dynamics Introspective: Will CSP Win Over More ERP, CRM Partners at WPC 2016?

by Jason Gumpert
Expect Dynamics ERP and CRM partners attending WPC 2016 to take a close look at Microsoft’s message on the past progress and future plans for CSP.
Business Central Cloud Solution Provider (CSP) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Power Automate WPC 2016

LATEST VENDOR RESOURCES

Specialized Views in Dynamics 365 CRM

Encore Business Solutions

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
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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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