Sales & Marketing news & resources

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

From the Microsoft Dynamics 365 CE/CRM Blogs: Email templates; Customer 360; Security role; Marketing emails

by MSDW Reporter

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

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing Security

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 Customer Insights - Journeys (Marketing) Dynamics 365 Fundraising Not For Profit Power Platform Sales Sales & Marketing

MSDW Podcast: Enabling subscription-based sales opportunities for Dynamics 365 customers

by MSDW Reporter
Customer Engagement Finance and Operations MSDW Podcast Order Management Sales & Marketing Sales & Ops Planning Sales Order Processing Sales and Operations Planning Subscription Management

MSDW Podcast: Improving Your Data-Driven Email Marketing with Dynamics 365

by MSDW Reporter
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 MSDW Podcast Marketing Automation Sales & Marketing

Microsoft Dynamics Partner Roundup: Partner competency; Integration; Construction solution; Payment connector

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Construction Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Finance and Operations Payment Processing Payroll Processing Sales & Marketing
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Microsoft reveals new AI tools for ERP and CRM with Dynamics 365 Copilot

by Jason Gumpert

Copilot tools for various apps will add content creation, natural language queries, and predictive alerts

AI and Machine Learning Business Central Content Management Copilot Studio Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dynamics 365 Dynamics CRM Dynamics NAV

From the Microsoft Dynamics 365 Customer Engagement Blogs: Syncing products; Sales and Power BI; Using D365 CRM offline

by MSDW Reporter

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

BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Order Management Sales & Marketing

MSDW Podcast: Reviving the Canadian National Dynamics 365 CE/CRM User Group

by MSDW Reporter
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics CRM MSDW Podcast Sales & Marketing

Microsoft Dynamics Partner Roundup: D365 go-live; Doc automation partnership; Beverage tech acquisition; NAV to BC Upgrade

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Aerospace & Defense Associations Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Document Automation Document Management Dynamics 365 Dynamics NAV

LATEST VENDOR RESOURCES

Copilot features in Dynamics 365 Customer Insights - Journeys

Syvantis Technologies

Copilot Sales Line Suggestion in Dynamics 365 Business Central

WebSan Solutions

Copilot Marketing Text Generation for Dynamics 365 Business Central

WebSan Solutions

Introducing The Knowledge Hub

Coffee + Dunn

Default Views in Dynamics 365 CRM

Encore Business Solutions
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2025 Microsoft Business Applications Partner Marketing Insights Report

MSDW Features
Exclusive new research from MSDW reveals how Microsoft Biz Apps partners and customers are navigating a rapidly evolving market
Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform Sales & Marketing

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM 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
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Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

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.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Forvis Mazars
Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.
Customer Engagement Dynamics 365 Oil Sales Sales & Marketing Sales Quoting Sales and Operations Planning
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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

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 - Data Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Automation 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
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