Sales news & resources

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Price increases are coming to some Microsoft Dynamics 365 apps

by Jason Gumpert
Changes coming in October to enterprise CRM and ERP applications
Commerce Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Microsoft Corporate Project Operations Sales

Newest Dynamics 365 License Guide raises questions on Power Apps subscription rights

by Jason Gumpert
Analyst raises questions about Microsoft policies with Power Apps operating on key Dataverse tables
Customer Engagement Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

15 Key Showcase Takeaways: Cool Tools Built On Power Platform for Dynamics 365

by Anya Ciecierski
Vendors preview the highlights of their demos at this upcoming event
Billing Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Marketing Automation Portals Power Platform Sales Sales & Marketing

Travel Insurance Industry’s Email Problem: Storage strategies for Microsoft customers

by Ankit Shah
In an email-intensive industry like travel insurance, organizations need a plan to avoid costly storage mistakes
Azure BI and Reporting Customer Engagement Customer Service Data Management Data Warehousing Databases Dynamics 365 Email Management Insurance Sales Storage

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

From the Microsoft Dynamics 365 CRM Blogs: Org charts; Resource scheduling; Debugging JavaScript code; Import outbound emails

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Dynamics 365 Field Service Field Service Marketing Resource Dispatch & Scheduling Sales

4 Benefits of Standardizing Your Sales Process

by Sam Kumar

Reasons why you need to have a sales playbook for your sales team

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing
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Inspire 2023: Viva Sales makes way for Microsoft Sales Copilot

by Jason Gumpert

Sales Copilot, the new brand name for Viva Sales, adds new capabilities

AI AI and Machine Learning Azure Customer Engagement Dynamics 365 Sales Sales & Marketing

Microsoft Cloud for Nonprofit adding Copilot AI features to Fundraising and Engagement

by Jason Gumpert

New AI-based tools from nonprofit partners aimed at humanitarian aid organizations, fundraisers, marekters

BI and Reporting Collaborative Workspaces Customer Engagement Dynamics 365 Fundraising Marketing Not For Profit Power Platform Sales Sales & Marketing
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Directions North America 2023 Preview: Microsoft's Monique Hayward

by Jason Gumpert

Microsoft's senior director and ecosystem lead for Business Applications marketing previews her plans for the conference

Business Central Customer Engagement Dynamics 365 Power Platform Sales

LATEST VENDOR RESOURCES

Harnessing the Future of Dynamics 365: Unleash the Potential of Microsoft's Commercial Generative AI & Copilot

Stratos Cloud Alliance

Dynamics ePay: A Complete Payment Processing Solution

Dynamics eShop

Data That Drives Email Marketing Relevance and Revenue for Dynamics CE/CRM Users

emfluence

Why Manufacturers Can’t Ignore Project Accounting

Sikich

HEADSTART: Accelerated ERP for Equipment and ETO Manufacturers

Sikich
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(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

Binary Stream
This guide is designed to concentrate on actionable steps
AI Bill Of Material Mgmt Complex Billing Customer Engagement Customer Insights Customer Service Dynamics 365 Fraud Protection Marketing Insights Revenue recognition Sales Sales Insights

A Guide to Understanding Revenue Leakage’s Causes

Binary Stream
This booklet Explore the core causes of revenue leakage, how it impacts your company and examples of where it might be occurring in your business today
AI Bill Of Material Mgmt Budgeting Business Process Mgmt Customer Engagement Development Dynamics 365 Dynamics Marketing Finance and Operations Financial Management Fraud Protection Invoice Processing

The Better Subscription Billing Bible

Binary Stream
How to streamline your recurring revenue today
Accounting Advanced Pricing Billing Business Central CPQ (Configure, Price, Quote) Complex Billing Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Financial Management

Navigating The Rising Administrative Challenges Healthcare Faces

Binary Stream
This booklet explores the core financial administration challenges that healthcare faces, offering strategic solutions for each
Business Central Customer Engagement Dynamics 365 Dynamics NAV Healthcare Sales

Tax Challenges Affecting the Manufacturing Industry

Vertex, Inc.
How your business can use Vertex tax solutions for Microsoft Dynamics 365 to alleviate burdens and fuel growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS
More Sales White Papers

Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales

One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

Binary Stream
Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Australian Construction Equipment Distributor Accelerates Time-to-Quote and Improves Order Accuracy

Experlogix

50% improvement in time-to-quote

CPQ (Configure, Price, Quote) Customer Engagement Distribution Dynamics 365 Dynamics AX Industrial Equipment Manufacturing Sales Sales/Product Configurator

Balanced Body Sees Consistent Revenue Growth with Experlogix CPQ

Experlogix

Increased orders, revenue growth by 5%-10% year-over-year

CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics NAV Health & Wellness Manufacturing Sales Sales/Product Configurator

Aventics Implements Dynamics D365/CRM to Create a Common "Sales" Language Across the Business

Alithya

Able to integrate existing Microsoft technology and move to the cloud

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Marketing Sales Sales & Marketing
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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

Experlogix Visual CPQ

See your products come to life with Visual CPQ. The Visual CPQ optional module provides Experlogix CPQ users with a powerful...
Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Sales Sales/Product Configurator

Experlogix CPQ Microsoft Dynamics 365 for Customer Engagement/Sales

Quote it Fast. Sell it Right. Regardless of how you sell - direct, indirect and via the web - Experlogix CPQ simplifies your...
CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics CRM Sales Sales Quoting Sales/Product Configurator

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

ClickDimensions: Email Marketing and Marketing Automation for Microsoft Dynamics CRM

ClickDimensions is the top rated, Microsoft-certified Marketing Automation solution for Microsoft Dynamics CRM...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing
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