Sales & Marketing news & resources

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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.

Azure Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Power Platform Sales Sales & 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

Agile Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Platform Project Management Sales & Marketing Scrum

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

by MSDW Reporter
Agile Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Project Management Sales & Marketing Scrum

From the Microsoft Dynamics 365 for Customer Engagement Blogs: System configuration; Omnichannel engagement; Command checker tool

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Customer Engagement blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
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WalkMe supports digital adoption platform on Microsoft Dynamics 365 Sales

by MSDW Reporter

Partnership aims to increase productivity and user adoption among sales teams. 

AppSource Customer Engagement Dynamics 365 Sales Sales & Marketing Training User Adoption
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Getting started with event management in Microsoft Dynamics 365 Marketing

by Stefano Tempesta

The entities and tools to get you started managing your events with D365.

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Event Management Sales & Marketing
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The rise of Dynamics 365 in the real estate, property, and housing market

by Mohamed Mostafa

As legacy vendors have struggled, the property and housing market has become a particularly good fit for Dynamics 365 and the Power Platform.

Azure Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Marketing Automation Power Apps Power Automate

MSDW Podcast: Microsoft MVP Ed Gonzales on advocacy, user adoption, and exploration

by MSDW Reporter
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 MSDW Podcast Power Automate Power Platform Sales & Marketing
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Is the Marketing Cloud the Answer for the Dynamics 365 Marketer?

by Tammy Hammond

The case for investing in a marketing cloud to address common MarTech challenges around complexity, analytics, and customer experience.

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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
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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.
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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.
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
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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

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
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