Sales & Marketing news & resources

john-gravely-c.jpg

John Gravely, an entrepreneur with deep Microsoft channel ties, dies at 53

by Jason Gumpert

Gravely founded CRM-focused firms c360, ClickDimensions, and SalesSpark

Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

Dynamics 365 Licensing updates: Customer Voice and Sales Premium details revealed for August 2020

by Jason Gumpert

Microsoft's newest licensing guide addresses new products and offers, with promise of more changes through October

Customer Insights - Data Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365 Sales & Marketing

MSDW Podcast: Mark Stuyt of Neural Impact on the challenge of COVID selling

by MSDW Reporter
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast Sales & Marketing
sales-ai-1-c.png

Improve Sales with AI in Microsoft Dynamics 365

by Stefano Tempesta

D365 Sales Insights now gives organizations out of the box access to predictive analytics that could only be customized in years past.

AI and Machine Learning Artificial Intelligence (AI) Azure Customer Engagement Dynamics 365 Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: EMEA partnership; Data cleansing; Security; ISV Connect

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

BI and Reporting Business Central Customer Engagement Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC) Marketing Automation Sales & Marketing Security Supply Chain Management
cv-feedback-templates.png

Inspire 2020: Dynamics 365 Customer Voice is more than a rebranding of Microsoft Forms Pro

by Jason Gumpert

All Forms Pro customers will become Customer Voice customers within the next month, and Microsoft promises minimal impact

Customer Engagement Customer Relationship Mgmt Customer Service Customer Voice Dynamics 365 Dynamics CRM Forms Pro Inspire 2020 Sales & Marketing Service Management
customer-voice-survey.png

Microsoft introduces Customer Voice for feedback management

by Jason Gumpert

New solution comes with pre-built templates and integration to Dynamics 365, Power Platform, and 3rd parties

BI and Reporting Customer Engagement Customer Insights - Data Customer Relationship Mgmt Customer Service Customer Voice Dataverse (CDS) Dynamics 365 Forms Pro Inspire 2020 Power Automate
navigate_to_d365_project_operations.png

How do Contracts, Milestones and Projects flow between Dynamics 365 Project Operations and F&O?

by Kuldeep Gupta

Learn how to shift data between new apps and Dynamics 365 Finance and Operations

Contract Management Customer Engagement Data Integration Dynamics 365 Finance and Operations Project Management Project Operations Project Service Automation Sales & Marketing Service Management

Flows from the field: Closing cases; Synchronous calls; CDS images; Creating record links; Unresolved email recipients

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond

Azure Business Process Mgmt Customer Service Dataverse (CDS) Email Management Integration Power Automate Power Platform Sales & Marketing
d365-ce-mobile-exp-c.png

First Take: Key updates for Dynamics 365 Customer Experience apps in 2020 release wave 2

by Heidi Neuhauser

A new mobile sales experience, service integrations, a quickly approaching deadline for customers, and a lot more

CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Mobile Applications Power Apps Power Automate Power BI

LATEST VENDOR RESOURCES

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

AI Business Solutions Partner Show, October 2025: Accelerating SMB Sales with Microsoft’s Craig Crescas

TD SYNNEX

Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

Coffee + Dunn

D365 Hidden Costs Series #3 - Damaged Relationships

Plauti

Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap

Plauti
More Sales & Marketing Videos

Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales & Marketing

Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework

Coffee + Dunn
A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales & Marketing

The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

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
More Sales & Marketing White Papers

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
More Sales & Marketing Case Studies

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

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
More Sales & Marketing Solutions