Sales & Marketing news & resources

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ClickDimensions acquires Eletype, adding intelligent monitoring and collaboration for marketing and sales

by MSDW Reporter

Deal will extend ClickDimensions offering to monitoring and notifications of sales and marketing systems 

Collaborative Workspaces Customer Engagement Dynamics 365 Marketing Automation Sales & Marketing
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Microsoft Dynamics 365 Training Insights, Session 6: Sales

by Elif Item

Planning to educate one of the broadest functional areas of Dynamics 365

Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing Training Training Insights
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Microsoft Business Apps 2021 Release Wave 1: Dynamics 365 CE and Power Platform first look

by Heidi Neuhauser

Highlights from Sales, Marketing, and Customer Service apps, plus some Power Platform priorities 

2021 release wave 1 BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Mobile Applications Power Apps Power Automate Power BI
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The Contingent turns to Microsoft Dynamics 365 to modernize program delivery

by Jason Gumpert

Three years into its investment, the organization is running multiple programs on Dynamics 365, exploring Power Platform, and is planning more deployments soon.

Customer Engagement Customer Service Customer Service Donor Management Dynamics 365 Government Not For Profit Portals Power Pages Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: D365 integration; Partnership; New D365 practice; New board member

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

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New mobile app for Dynamics 365 Sales is now in public preview

by MSDW Reporter

The new app offers an optimized experience, including relevance search and more native device tools

Customer Engagement Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

MSDW Podcast: Steve Mordue on ISVs, Power Platform, Teams, and partner IP

Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Power Apps Power Platform Robotic Process Automation (RPA) Sales & Marketing
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Microsoft and Salesforce: What new complications await this strange relationship?

by Jason Gumpert

Microsoft had gone its own way on CRM and developed a winning approach to communications and collaboration. Salesforce is making things complicated again.

Collaborative Workspaces Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Microsoft Teams Power Apps Power Automate Power Platform Sales & Marketing
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LinkedIn announces Sales Insights, new platform to improve data visibility in sales operations

by Jason Gumpert

The new product includes bi-directional Dynamics 365 integration

Customer Engagement Dynamics 365 LinkedIn Sales Sales & Marketing Sales & Ops Planning Sales and Operations Planning
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Launch of Fundraising and Engagement for Dynamics 365 Sales is part of new industry solutions approach at Microsoft

by Jason Gumpert

Microsoft's industry-focused efforts now include production-ready products upon which partners can build.

Customer Engagement Donor Management Dynamics 365 Not For Profit Sales 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
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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!
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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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