Sales & Marketing news & resources

MSDW Podcast: Expanding the marketing automation landscape, with emfluence CEO David Cacioppo

by MSDW Reporter
Discussing the technology marketers need to expand their support for customer journeys
Customer Engagement Customer Experience (CX) Dataverse (CDS) Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Power Platform Sales & Marketing
Alithya

Alithya acquires Microsoft Biz Apps specialist XRM Vision for C$35 million

by MSDW Reporter
Deal adds Dynamics 365, Power Platform, and project portfolio management IP and resources to Alithya's Microsoft practice
Copilot Customer Engagement Customer Relationship Mgmt Customer Relationship Mgmt Dynamics 365 Power Platform Project Management Sales & Marketing xRM

From the Microsoft Dynamics 365 CRM Blogs: Auto assign leads; Resource allocation; Hierarchical view button; Outbound sales

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

From the Microsoft Dynamics 365 CRM Blogs: Contact point consent records; Extending Copilot; Email tracking; Quick scheduling

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

From the Microsoft Dynamics 365 CRM Blogs: Outbound segments; Queue items control; Locking fields; Document summary

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Field Service Field Service Marketing Automation Sales

From the Microsoft Dynamics 365 CRM Blogs: AI scoring; Top Dynamics reports; Resource pay types; Extending Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Power BI Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Collaboration via notes; Marketing updates; Default dashboard; Case creation

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
Sales Qualification Agent for Dynamics 365 Sales

Microsoft announces ten new AI scenarios in Dynamics 365 apps as part of autonomous agent push

by Jason Gumpert
New scenarios across D365 apps support the larger push for Copilot Studio
Accounting Business Central Copilot Copilot Studio Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Knowledge Management Power Platform
Community Summit 2024 crowd outside at night

Community Summit 2024: Dynamics 365 Customer Engagement moves sales into more scenarios

by Jason Gumpert
The vision of Microsoft's unified customer experience platform leans heavily on autonomous capabilities
Community Summit North America 2024 Copilot Customer Engagement Customer Service Dynamics 365 Field Service Power Platform Sales & Marketing Service Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Unified routing agent availability; Lead scoring; Field service trades and trade coverages

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 Field Service Field Service Sales Sales & Marketing

LATEST VENDOR RESOURCES

Power Automate Essentials for Customer Insights – Journeys

Coffee + Dunn

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

Inogic

Marketing4Dynamics: Simplifying Mailchimp and Dynamics 365 CRM Integration

Inogic

Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic
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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

The CX Leader's Guide to Agentic AI

Velosio
Anticipating every need, automating every outcome. Optimizing customer experience in the agentic era.
Azure Business Central Copilot Customer Experience (CX) Dynamics 365 Fabric Finance and Operations Power Platform 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
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Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

Heathrow Scientific Modernizes ERP with Business Central Cloud

Western Computer
Heathrow Scientific moved from Dynamics NAV to Business Central Cloud to improve visibility, streamline processes, and support growth.
BI and Reporting Business Central Data Management Distribution Dynamics 365 Dynamics NAV Inventory Management Manufacturing Power BI Power Platform Sales & Marketing
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Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

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

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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