Sales & Marketing news & resources

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Microsoft Forms Pro preview: Experts see promise with Flow, Common Data Service tie-ins

by Jason Gumpert

Integrating Forms Pro into sales and service scenarios holds real promise, but its preview status suggests caution is still needed

BI and Reporting Common Data Model Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Forms Pro Marketing
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How to set margins for software resellers

by Harald Horgen

Discover how to set margins and discounts for software resellers

Advanced Pricing Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Marketing Reseller
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Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Marketing Power Automate Power Platform Project Management
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Seven tips for a successful omni-channel banking project

by Wim Geukens

Maximizing the value of Dynamics 365 and having an integrated platform are just a few of the critical factors in omni-channel banking success

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

Miller Heiman integrates Scout sales analytics platform with Dynamics 365 Customer Engagement

by MSDW Reporter

Two-way integration aims to provide insights for sales managers, repeatable sales strategies.

BI and Reporting Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing
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Microsoft Dynamics 365 Customer Insights: An overview

by Hannes Holst

With Customer Insights, Microsoft is adding a new member to Dynamics 365 family--take a look behind Microsoft's marketing and find out what this latest addition will offer...

BI and Reporting Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM KPIs Marketing Sales Sales & Marketing

The importance of CRM data management

by Heidi Tucker

Ignoring CRM data cleanliness has a negative and very costly impact on your sales and marketing efforts

Customer Engagement Data Management Dynamics 365 Marketing Sales Sales & Marketing

Adobe and Microsoft announce new account-based sales, marketing integration for Marketo, LinkedIn, Dynamics 365

by MSDW Reporter

New integrated scenarios aim to improve precision of B2B marketing spend, sales efforts.

Adobe Adobe Experience Manager Adobe Marketing Cloud Customer Engagement Dynamics 365 Dynamics CRM LinkedIn Marketing Marketing Automation Marketo Sales Sales & Marketing

Outreach now integrates with Microsoft Dynamics 365 for Sales

by MSDW Reporter

Outreach partners with Microsoft to integrate its sales platform with Dynamics 365 for Sales

Customer Engagement Dynamics 365 Marketing Sales Sales & Marketing
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Power Platform, take the wheel: The new destiny of Dynamics 365 Customer Engagement customers

by Jason Gumpert

With PowerApps, Flow, and CDS taking priority, Dynamisc 365 CRM customers should prepare to re-calibrate their expectations of Microsoft product planning.

Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Flow Marketing Power Apps Power Automate

LATEST VENDOR RESOURCES

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

Secrets to Selling Microsoft Dynamics Masterclass: Talking to Executives about D365 Customer Insights

MSDW Features

Best Practices for Lead Management in Dynamics 365 CRM

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Delivering a Connected Customer Experience with Dynamics 365

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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
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

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 Dynamics 365 Dynamics CRM Marketing 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

How to Create a Contact and Lead Scoring Methodology That Can Transform Your Business

emfluence

Setting forth an agreed upon contact and lead scoring methodology is key for the implementation of a collaborative, cross discipline nurture program

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

Using Your Dynamics and Marketing Automation Integration to Trigger Email Campaigns

emfluence

Ensure your CRM system is funneling opportunity to your marketing automation platform with the data it needs to generate the most...

Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing
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Boosting ROI with Dynamics 365 CRM and Marketing Automation: A Case Study

emfluence
Discover how Tension Corporation transformed its sales and marketing process by integrating CRM and marketing automation for better lead management and efficiency.
Customer Engagement Dynamics 365 Marketing Automation Sales & Marketing

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

Call Tracking Chemicals Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Loyalty Management Sales & Marketing
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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 Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights 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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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