Sales & Marketing news & resources

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Dynamics 365 Sales investing in velocity, new mobile apps, says Microsoft GM

by Jason Gumpert

New D365 Sales GM Ray Smith spoke to users as part of a virtual event and noted several priorities. 

Customer Engagement Customer Relationship Mgmt Dynamics 365 Forms Pro Sales Sales & Marketing Sales & Ops Planning
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Walgreens Boots Alliance will pursue mass personalization with Microsoft's CDP, Dynamics 365 Customer Insights

by Jason Gumpert

Customer Insights and Adobe Experience Cloud adoption build on the Microsoft-WBA partnership that started with Azure and Microsoft 365.

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Navigating the dangerous waters of data management to find a practical solution

by Adam Perry

Two concepts about data management will help you focus your team's efforts and investments. 

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MSDW Podcast: Mike Dickerson on marketing in a crisis and the needs of Microsoft partners

by MSDW Reporter
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM ISV Connect MSDW Podcast Marketing Automation Sales & Marketing
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Insurance models and apps coming to Microsoft Dynamics 365 Financial Services Accelerator

by Jason Gumpert

Microsoft rolls out the new Dynamics 365 Financial Services Accelerator, focusing on insurance

Azure BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Financial Services Insurance Portals Power Apps Power Automate
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Microsoft Dynamics Profile: Award just a bonus for first Business Applications MVP in the Philippines

by Linda Rosencrance

Paul Soliman shares his journey with Dynamics and Power Platform in the Philippines

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C3.ai complete quick deployment of Microsoft Dynamics 365 Sales, Teams

by MSDW Reporter

D365 Sales app deployed to production in under two weeks, with plans to add Customer Service and Marketing.

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Fast tracking the sales process in Microsoft Dynamics 365 Project Service Automation with Power Apps and Power Automate flows

by Kuldeep Gupta

Discover how to accelerate the opportunity to contract pathway in Dynamics 365 Project Service Automation

Business Process Mgmt Customer Engagement Dynamics 365 Power Apps Power Automate Power Platform Project Management Project Service Automation Sales & Marketing Sales Quoting Service Management Workflow Management

Podcast Review: The challenge of unifying sales front and back offices

by Eamon McCarthy Earls

Dynamics 365 professional Frieda Maher shares her thoughts on current day deployment strategies and the changes brought by cloud-based apps

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MSDW Podcast: Frieda Maher on the challenges of the sales back office

by MSDW Reporter
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Copilot features in Dynamics 365 Customer Insights - Journeys

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Default Views 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.
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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 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.
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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...
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