Sales & Marketing news & resources

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Finding the right fit: A Microsoft partner CEO shares his acquisition experience in the channel

by Eamon McCarthy Earls

How Andy Neal aimed to sell his Microsoft partner business on his own terms

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Portals Power Pages Power Platform Sales
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5 ways productivity add-ons add value to your Dynamics 365 CRM

by Sam Kumar

How the popular types of apps meet business needs that would otherwise require custom development

BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Document Management Dynamics 365 Dynamics CRM Sales & Marketing Web-based Mapping
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Boost your B2B customers' experiences in Microsoft Dynamics 365 Marketing

by Jelena Yaruchyk

Exploring the many touchpoints between the potential buyer and seller in a customer journey

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Workflow Management
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4 recommendations for a successful Microsoft Dynamics 365 CRM user adoption strategy

by Sam Kumar

Keep these capabilities in mind when looking for user adoption tools to support your CRM solution

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing User Adoption User Management
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Canada-based Microsoft Dynamics 365 partners XRM Vision and TDT join forces

by MSDW Reporter

The combined organization covers broader geography with 80 staff

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Education Financial Services Government Healthcare Insurance Manufacturing Power Platform Sales & Marketing
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Location Intelligence: Know the 'where' of your Dynamics 365 data

by Sam Kumar

Examining common use cases for location data in the context of marketing, sales, and service scenarios

Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Field Service Marketing Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CDP connector; Association software; Sharepoint security; Import tax

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Associations Business Central Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Power Platform Sales & Marketing Security

MSDW Podcast: Roohi Shaikh, Microsoft MVP & co-founder of Inogic

by MSDW Reporter
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 MSDW Podcast Sales & Marketing Web-based Mapping
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Ignite 2021: Microsoft Customer Experience Platform aims to accelerate use of marketing and commerce data

by Jason Gumpert

Revealed around Ignite 2021, the new marketing offering for large enterprises collects existing apps and services with value-added capabilities

AI BI and Reporting Commerce Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 E-Commerce Ignite November 2021 Marketing
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HSO acquires Canada-based Microsoft Partner CRM Dynamics Ltd

by MSDW Reporter

This is HSO's third acquisition in North America since it received funding in 2019

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

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Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

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From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Sales Order Agent for Microsoft Dynamics 365 Business Central

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Specialized Views in Dynamics 365 CRM

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Advanced View Controls in Dynamics 365 CRM

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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
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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 Dynamics 365 Dynamics CRM Dynamics Marketing 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
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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

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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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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

Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

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

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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...
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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...
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Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
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