Sales & Marketing news & resources

Microsoft Dynamics Partner Roundup: Sales productivity app; AEC solution update; Brand unification; New CPQ offering

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Architecture CPQ (Configure, Price, Quote) Construction Customer Engagement Document Automation Dynamics 365 Engineering Finance and Operations Sales & Marketing Sales Quoting Sales/Product Configurator

MSDW Podcast: The current impact and future promise of conversation intelligence in sales

by MSDW Reporter
Customer Engagement Dynamics 365 MSDW Podcast Sales Sales & Marketing Viva
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Most elements of the Digital Contact Center Platform are ready, Microsoft says

by Jason Gumpert

Microsoft representatives share details of what's ready to go and what will be changing

AI and Machine Learning Azure Call Tracking Copilot Studio Customer Engagement Customer Experience (CX) Customer Service Customer Service Dynamics 365 Networking
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B2B eCommerce for manufacturers: How to stay relevant in 2022

by Salman Hashmi

Digitization is the key to success in the future of the manufacturing industry

Business Central Commerce Customer Engagement Customer Experience (CX) Dynamics 365 Dynamics AX E-Commerce Finance and Operations Manufacturing Manufacturing Portals Sales & Marketing
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Microsoft announces Viva Sales, a new CRM companion

by Jason Gumpert

Due in Q4 2022, the new app will look across CRM, Office 365, and Teams to provide sales data in context, Microsoft says

Customer Engagement Data Integration Data Management Document Management Dynamics 365 Dynamics CRM Sales Sales & Marketing Viva

Azure Partner Roundup: Integration with DevOps; Audio content analysis; Omnichannel marketing

by MSCN Reporter

The latest Azure partner updates

Azure Compute Content Management Databases Development Integration Marketing Automation Media & Entertainment Regulatory Compliance Sales & Marketing Security
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Previewing the new Advanced Duplicate Detection for Leads in Microsoft Dynamics 365 CE

by Arvind Khadye

A new AI model provides rules based on a combination of fuzzy logic and match codes

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Compliance recording; FinTech acquisition; Financial services partner; Supply chain integration; New CEO

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Business Central Customer Engagement Distribution Dynamics 365 Finance and Operations Financial Management Financial Services Governance, Risk, and Compliance (GRC) Manufacturing Mobile Applications Regulatory Compliance
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Three Fashion eCommerce Trends of 2022

by Salman Hashmi

eCommerce fashion retailers have an immediate opportunity to take advantage of transitional trends

Data Integration Dynamics 365 E-Commerce Fashion Retail Retail POS Sales & Marketing
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Improving Healthcare Management with ERP Integrated eCommerce Solution

by Anudeep Ananth

Dynamics 365 ERP can help address business challenges like information collection, data insights, and distributing those insights

Business Central Customer Experience (CX) Data Integration Dynamics 365 Dynamics AX Dynamics NAV E-Commerce Finance and Operations Health & Wellness Healthcare 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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