Marketing Automation news & resources

From the Microsoft Dynamics 365 CE/CRM Blogs: Quality evaluation agent; Event overview analytics dashboard; Contact Center voice agents; D365 Sales and AI

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

From the Microsoft Dynamics 365 CE/CRM Blogs: Build AI-generated charts, PDFs; Event invitation process; Redefining customer engagement; Next phase of D365 CE

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

From the Microsoft Dynamics 365 CE/CRM Blogs: Customer experience as growth engine; Predictive forecasting; Customer engagement reimagined; Advanced segmentation techniques

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 Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Email sales reports to management; Customer Insights – Journeys segments; Find contacts; Copilot in D365 CE

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

Microsoft Dynamics Partner Roundup: Enhanced shipping solution; AP solution; Fundraising integration; Membership platform

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AP Automation Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Marketing Automation Shipping

From the Microsoft Dynamics 365 CE/CRM Blogs: New release wave features; Expiring Segments; Agents and copilots in CE solutions; Agentic AI for Customer Service

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 Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Sales

From the Microsoft Dynamics 365 CE/CRM Blogs: M365 Copilot vs. Copilot Chat for CRM users; CRM for manufacturing; D365 Sales agents; Copilot email templates; Marketing data

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales Sales & Marketing
Bridge over water with clouds

Transforming Dynamics 365 Marketing Engagement into Automated Business Workflows

by Karthik Nallani Chakravartula
What it takes for teams to build out effective automation in Customer Insights – Journeys
Customer Engagement Customer Insights - Journeys (Marketing) Dataverse (CDS) Dynamics 365 Email Management Marketing Automation Power Automate Power Platform Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Advanced journey logic; Agentic AI and D365 Sale; Audit history page; 5 data problems in AI

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Auditing Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dataverse (CDS) Dynamics 365 Marketing Automation Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Generate, share screen in PDFs; Create hierarchy overview; D365 personalization; Drag, drop metadata

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Document Automation Dynamics 365 Marketing Automation Power Apps Power Platform Regulatory Compliance Sales

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Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

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Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

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Evaluating Marketing Automation Options for Microsoft Dynamics

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Downloadable Checklist: Customer Insights-Journeys vs. Marketing Automation

emfluence
A quick checklist to determine whether Customer Insights-Journeys is the right fit for your team.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

Evaluating Microsoft Customer Insights-Journeys: When It Fits and When It Doesn't

emfluence
Is Microsoft Customer Insights-Journeys the right fit? Learn what to evaluate before you decide.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

AI Readiness Assessment

emfluence
A practical self-assessment to determine whether your CRM and marketing automation are truly ready to support intelligent execution.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The AI Readiness Gap: Why CRM and Marketing Automation Must Work Together

emfluence
AI doesn’t fix broken data—this guide explains why CRM and marketing automation must work together before intelligence can deliver real value.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework

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A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales & Marketing
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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.
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Boosting ROI with Dynamics 365 CRM and Marketing Automation: A Case Study

emfluence
Discover how Tension Corporation transformed its sales and marketing process by integrating CRM and marketing automation for better lead management and efficiency.
Customer Engagement Dynamics 365 Marketing Automation Sales & Marketing
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The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing
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