Sales news & resources

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Microsoft updates Dynamics 365 education accelerator with tele-advising, progress tracking

by Jason Gumpert

The January 29 update includes student portal updates, an advisor dashboard, and more.

Collaborative Workspaces Customer Engagement Dataverse (CDS) Dynamics 365 Education Marketing Portals Power Apps Power BI Power Pages Power Platform Sales
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Microsoft Business Apps 2021 Release Wave 1: Dynamics 365 CE and Power Platform first look

by Heidi Neuhauser

Highlights from Sales, Marketing, and Customer Service apps, plus some Power Platform priorities 

2021 release wave 1 BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Mobile Applications Power Apps Power Automate Power BI
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The Contingent turns to Microsoft Dynamics 365 to modernize program delivery

by Jason Gumpert

Three years into its investment, the organization is running multiple programs on Dynamics 365, exploring Power Platform, and is planning more deployments soon.

Customer Engagement Customer Service Customer Service Donor Management Dynamics 365 Government Not For Profit Portals Power Pages Power Platform Sales Sales & Marketing
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Microsoft introduces Cloud for Retail, adds B2B e-commerce to expanding industry story

by Jason Gumpert

Retail cloud offering aims to consolidate broad range of software and services for industry needs.

Azure Commerce Customer Engagement Customer Service Dynamics 365 E-Commerce Finance and Operations Power Apps Power Automate Power Platform Retail POS Sales
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Microsoft is adding B2B e-commerce capabilities to Dynamics 365 Commerce

by Jason Gumpert

New capabilities will support business accounts and tie into other Dynamics 365 apps

Commerce Customer Engagement Customer Service Dynamics 365 E-Commerce NRF BIG Show 2021 Retail Retail POS Sales
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New mobile app for Dynamics 365 Sales is now in public preview

by MSDW Reporter

The new app offers an optimized experience, including relevance search and more native device tools

Customer Engagement Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

From the Microsoft Dynamics 365 Customer Engagement Blogs: Timeline; Canvas app; Field service; Export to PDF

by MSDW Reporter

A selection of the latest insights from the CE/CRM blogs

Customer Engagement Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Field Service Field Service Power Apps Power Automate Power Platform Sales
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LinkedIn announces Sales Insights, new platform to improve data visibility in sales operations

by Jason Gumpert

The new product includes bi-directional Dynamics 365 integration

Customer Engagement Dynamics 365 LinkedIn Sales Sales & Marketing Sales & Ops Planning Sales and Operations Planning

MSDW Podcast: Marketing automation performance for Dynamics 365 users

by MSDW Reporter
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Sales

From the Microsoft Dynamics 365 Customer Engagement Blogs: Sales forecasting; Close deals; Citizen engagement; Asset location

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Customer Engagement blogs

Customer Engagement Dynamics 365 Sales

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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

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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
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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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