Sales & Marketing news & resources

From the Microsoft Dynamics 365 CRM Blogs: Leads vs. opportunities; Adding age verification; Email engagement; Track outbound sales activity

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Dynamics 365 Email Management Sales Sales & Marketing
CRM and the evolution of buyer behavior, with Thomas Manders

MSDW Podcast: CRM and the evolution of buyer behavior, with Thomas Manders

by MSDW Reporter
Sharing examples of business processes that Dynamics 365 users can execute on today to help unify sales and marketing
AI Customer Engagement Customer Insights Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Marketing Sales & Marketing
A book, clock, and mug on a table

5 Tactical Ways to Strengthen Sales with Marketing Automation

by Linda Rosencrance
How different roles can collaborate to apply metrics, develop campaigns, and deliver better results
Customer Engagement Dynamics 365 Marketing Automation Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Quote and order emails; Copilot for D365 Sales; Address management; Marketing features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI CPQ (Configure, Price, Quote) Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Copilot form fill assistance; Office & D365 Sales; D365 CRM & Azure Blob Storage; Transform sales processes

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Relationship Mgmt Data Management Sales & Marketing
MSDW Podcast: 5 Tactical Ways to Strengthen Sales with Marketing Automation

MSDW Podcast: 5 Tactical Ways to Strengthen Sales with Marketing Automation

by MSDW Reporter
How to get more out of your marketing technology investment
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Power Platform Sales & Marketing

Contacts: The foundation of CRM in Dynamics 365 Business Central

by Robb Delprado
How to use Marketing Setups to enable another level of customer management
Business Central Collections Management Customer Relationship Mgmt Dynamics 365 Dynamics NAV Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Sales journeys; Customer retention; Integrated search providers; Mastering sales territories

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing
Microsoft Sales Agent

Microsoft announces new AI agents, accelerator program for sellers

by Jason Gumpert
New Sales Agent can close some sales on its own, Microsoft claims
Copilot Customer Engagement Customer Service Dynamics 365 Field Service Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Data visibility in D365CE; Dynamic email signatures; Streamlining data access; Copilot record summaries

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Marketing Sales Sales & Marketing

LATEST VENDOR RESOURCES

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

Secrets to Selling Microsoft Dynamics Masterclass: Talking to Executives about D365 Customer Insights

MSDW Features

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn
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Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

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 Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Getting Started with Sales Nurturing and Marketing Automation

emfluence

Using automated workflows to send your messages

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

How to Create a Contact and Lead Scoring Methodology That Can Transform Your Business

emfluence

Setting forth an agreed upon contact and lead scoring methodology is key for the implementation of a collaborative, cross discipline nurture program

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

Using Your Dynamics and Marketing Automation Integration to Trigger Email Campaigns

emfluence

Ensure your CRM system is funneling opportunity to your marketing automation platform with the data it needs to generate the most...

Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing
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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

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

Call Tracking Chemicals Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Loyalty Management Sales & Marketing
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Innovia Power BI Reports Packs

At Innovia Consulting, we developed a portfolio of reports in Power BI to help you see the meaning behind your data. With...
Accounting Auditing BI and Reporting Business Central Dynamics 365 Inventory Management Manufacturing Power BI Power Platform Process Manufacturing Purchasing Sales & Marketing

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

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
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