Sales & Marketing news & resources

From the Microsoft Dynamics 365 Customer Engagement/CRM Blogs: Business card scanner; Entity relationship behavior; Access issues workaround; Lead qualification

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing Security xRM
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Changing the Perspective (and Price Point) of Marketing Intelligence

by Tammy Hammond

What the emergence of pre-built intelligent dashboards means for marketers in the mid-market

BI and Reporting Customer Engagement Dynamics 365 Dynamics CRM KPIs Marketing Automation Sales & Marketing

MSDW Podcast: Paul Greenberg on the Commonwealth of Self-Interest and Microsoft's CRM stance

by Jason Gumpert
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM MSDW Podcast Power Apps Power Automate Power Platform Sales & Marketing
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RPA meets Microsoft Dynamics 365: Where native and third-party solutions fit as customer strategies evolve

by Eamon McCarthy Earls

Robotic process automation is here and it's redefining how customers and VARs approach processes for Microsoft Dynamics  365 apps.

Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
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The role of the modern CMO: A whole different ball game

by Sugeshni Subroyen

As marketers demand data-driven insights to ensure positive CX, marketing technology also continues to evolve and campaigns success is now determined by the resulting data.

Artificial Intelligence (AI) Azure Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Machine Learning (ML) Marketing Automation Sales & Marketing
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Get to know the first-ever Microsoft MVP for Dynamics 365 for Talent

by Linda Rosencrance

Malin Donoso Martnes shares her journey to becoming the first-ever MVP for Dynamics 365 for Talent

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM HR Management Human Resources (Talent) MVP Marketing Automation Sales
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Beyond the Data - Part 4: Turning Social into Strategic Advantage

by Heidi Tucker

How to leverage social insights to open doors.

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales & Marketing Social Networks

MSDW Podcast: Financial services solutions for Microsoft Business Applications with Wim Geukens of VeriPark

by Jason Gumpert
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Financial Services Insurance MSDW Podcast

From the Microsoft Dynamics 365 Customer Engagement and CRM Blogs: Single vs. multiple orgs; Forms Pro; Qualify leads; Single quote replacement

by MSDW Reporter

A selection of the latest insight from the Dynamics 365-CRM blogs

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales & Marketing
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Microsoft extends InsideView Insights OEM availability for Dynamics 365 Customer Engagement users

by MSDW Reporter

Set to end on August 15, eligible customers can opt-in to extend the subsidy until the end of their current contracts.

Customer Engagement Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

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.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales 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.
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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