Sales news & resources

From the Microsoft Dynamics 365 CE/CRM Blogs: Custom productivity tools; Sensitive data redaction; Build update profile form; Row-level filtering

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Contact Center Contact Center Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Search, filtering of sessions; Marketing to segments; Customer Voice automation; CRM vs CE

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Voice Dynamics 365 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Synchronous vs asynchronous workflows; Send Trustpilot invitations; Automated notifications; Column offline sync feature

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Sales Sales & Marketing Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Address validation; Predictive opportunity scoring; Analytics; Maintenance scheduling

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Field Service Field Service Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Sales sequence; Inspection templates; Visualize data; Manage resources

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Field Service Field Service Marketing Automation Mobile Applications Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Predictive models; Real-time segments; Blog post emails; Dynamics 365 Sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: AI in D365 Customer Service; Shared record links; Email engagement; Unwanted solution components

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Contact Center Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Email Management Sales
Microsoft 365 Copilot for Finance

More Microsoft 365 Copilot users will get access to sales, service, and finance role-based AI

by Jason Gumpert
The latest adjustment to role-based M365 Copilot add-ons could broaden access
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Sales

From the Microsoft Dynamics 365 CE/CRM Blogs: Net Promoter Score feedback; Smarter loyalty programs; New marketing capabilities

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing
A hierarchy of accounts with the top account selected, and a side panel allowing edits. (Source: Microsoft)

New hierarchical visualization control in Microsoft Dynamics 365 Sales reaches preview

by Jason Gumpert
Planned for October 2025 release with a second version in Feb 2026
Customer Engagement Dataverse (CDS) Dynamics 365 Power Apps Power Platform Sales Sales & Marketing

LATEST VENDOR RESOURCES

How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies

Syvantis Learn | What is it?

Syvantis Technologies

Introducing The Knowledge Hub

Coffee + Dunn

Default Views in Dynamics 365 CRM

Encore Business Solutions
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Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales

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

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 and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service Customer Voice Dynamics 365

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing
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Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Forvis Mazars
Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.
Customer Engagement Dynamics 365 Oil Sales Sales & Marketing Sales Quoting Sales and Operations Planning
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User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365

Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security

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
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