At New Dynamic, we help clients stay ahead of platform changes not just by adapting, but by using technology to improve how they engage with customers. With Microsoft Dynamics 365 […]
About Microsoft Dynamics CRM

How AI Enhanced Customer Relationship Management in Dynamics 365?
In 2025, with the launch of Microsoft Dynamics 365’s Wave 2 AI enhancements set for October 1, businesses are reimagining customer relationship management (CRM). So CRM is no longer just a system but […]

How REITs Use Microsoft Dynamics 365 to Optimize Asset & Tenant Management
Managing a REIT (Real Estate Investment Trust) requires a strategic approach to asset performance, tenant engagement, maintenance, and compliance. Without a powerful CRM for REIT asset management, inefficiencies, missed revenue, […]

CRM 101: More Basic CRM Terms & Definitions – Field, Entity, Grid, Label, & Dashboard
Today we’re going over some more CRM terms that every beginner needs to know. Last time, we covered Leads, Opportunities, Cases, Grids, and Business Process Flows. This time, we’ll cover Dashboards, Entities, Fields, Grids, and Labels. If […]

How Kanban, Hierarchy Control & Mind Map Views Simplify Visual Planning in Dynamics 365 CRM
Using Dynamics 365 CRM should feel like productivity, not paperwork. But for most users, it’s the opposite. You open a record. Click. Scroll. Update. Click again. Repeat. You're either jumping […]

Guide to Dynamics 365 CRM User Adoption Through Data Insights & Gamification!
Struggling to Get Your Team to Actually Use Dynamics 365 CRM? Are your users logging in but not really using CRM? Do you find it hard to see who’s engaging […]

How to Automate Proactive Customer Check-Ins with CRM and Marketing Automation
The customer journey doesn’t end after the sale—in fact, that’s when the most meaningful work begins. In the loyalty stage, ongoing engagement is key to long-term retention, upsell opportunities, and […]

Smart Ways to Optimize Your Microsoft Dataverse in Dynamics 365
You have finally taken the leap and implemented Microsoft Dynamics 365 CRM Dataverse within your organization. It is a big step towards streamlining your company’s customer engagement process and increasing […]

Why E-commerce Brands trust Dynamics 365 Omnichannel Live Chat for Better Service!
Is your online store equipped to respond instantly when a potential customer has a question or hesitation? In E-commerce, every second counts; a delayed response can cost a sale, while […]

Bring Cross-Entity Data to HTML Templates with Advanced HTML Email Editor in Dynamics 365
Are you creating or designing emails inside Microsoft Dynamics 365 using the out-of-the-box editor? Then you must realize how limiting it actually is. Marketers and CRM users often face two […]

How AI Enhanced Customer Relationship Management in Dynamics 365?

In 2025, with the launch of Microsoft Dynamics 365’s Wave 2 AI enhancements set for October 1, businesses are reimagining customer relationship management (CRM). So CRM is no longer just a system but […]

How REITs Use Microsoft Dynamics 365 to Optimize Asset & Tenant Management

Managing a REIT (Real Estate Investment Trust) requires a strategic approach to asset performance, tenant engagement, maintenance, and compliance. Without a powerful CRM for REIT asset management, inefficiencies, missed revenue, […]

CRM 101: More Basic CRM Terms & Definitions – Field, Entity, Grid, Label, & Dashboard

Today we’re going over some more CRM terms that every beginner needs to know. Last time, we covered Leads, Opportunities, Cases, Grids, and Business Process Flows. This time, we’ll cover Dashboards, Entities, Fields, Grids, and Labels. If […]

How Kanban, Hierarchy Control & Mind Map Views Simplify Visual Planning in Dynamics 365 CRM

Using Dynamics 365 CRM should feel like productivity, not paperwork. But for most users, it’s the opposite. You open a record. Click. Scroll. Update. Click again. Repeat. You're either jumping […]

Guide to Dynamics 365 CRM User Adoption Through Data Insights & Gamification!

Struggling to Get Your Team to Actually Use Dynamics 365 CRM? Are your users logging in but not really using CRM? Do you find it hard to see who’s engaging […]

How to Automate Proactive Customer Check-Ins with CRM and Marketing Automation

The customer journey doesn’t end after the sale—in fact, that’s when the most meaningful work begins. In the loyalty stage, ongoing engagement is key to long-term retention, upsell opportunities, and […]

Smart Ways to Optimize Your Microsoft Dataverse in Dynamics 365

You have finally taken the leap and implemented Microsoft Dynamics 365 CRM Dataverse within your organization. It is a big step towards streamlining your company’s customer engagement process and increasing […]

Why E-commerce Brands trust Dynamics 365 Omnichannel Live Chat for Better Service!

Is your online store equipped to respond instantly when a potential customer has a question or hesitation? In E-commerce, every second counts; a delayed response can cost a sale, while […]

Bring Cross-Entity Data to HTML Templates with Advanced HTML Email Editor in Dynamics 365

Are you creating or designing emails inside Microsoft Dynamics 365 using the out-of-the-box editor? Then you must realize how limiting it actually is. Marketers and CRM users often face two […]
