Sales & Marketing news & resources

Nine Steps to Getting the HubSpot-Dynamics 365/CRM Integration You Need and Want

by John Joseph
Why you will get more value out of an integration and the systems that are custom designed to fit your needs.
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM HubSpot Marketing Marketing Automation Sales Sales & Marketing

TeamViewer integrates remote access tools with Microsoft Dynamics 365

by MSDW Reporter
Sales and service integration now available on AppSource.
AppSource Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Can artificial intelligence solve the ERP complexity conundrum?

by Ismael Quteifan
As ERP systems reinvent themselves, they must confront the challenges of delivering better capabilities and insights
Customer Engagement Dynamics 365 Enterprise Asset Mgmt Field Service Field Service Finance and Operations Order Management Power Automate Robotic Process Automation (RPA) Sales & Marketing Sales Order Processing

22 Steps to deliver 'killer' CRM training, Part 2: Engage with students in the classroom and beyond

by Iain Wicks
CRM training doesn't end at the classroom door, so be prepared to make learning a core component of your organization's solution.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Training

22 Steps to deliver 'killer' CRM training, Part 1: Preparation and Delivery

by Iain Wicks
From setting goals to creating a clear agenda, a CRM trainer has much to do before the students even arrive.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Training

Microsoft Dynamics Partner Roundup: Subscription billing; Retail CRM; D365 in Saudi Arabia; Insurance accelerator

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Insurance Marketing

Summit EMEA News & Notes, Part 2: Microsoft Dynamics 365 for Customer Experience

by Jason Gumpert
Microsoft seems destined to blur product lines even further, based on presentations at Summit EMEA
BI and Reporting Bots Business Performance Mgmt Business Process Mgmt Business Rules Mgmt CDS CDS for Analytics CDS for Apps Customer Engagement Customer Relationship Mgmt Customer Service Customer Service

24 Hour Fitness to deploy Microsoft Dynamics 365 for Sales with Adobe Experience Cloud

by MSDW Reporter
Aims to combined view of guests, members, performance, and messaging for its different business units and across 420 clubs.
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) SaaS Sales Sales & Marketing

Executive Q&A: Changing attitudes toward cloud solutions in the Not-for-Profit (NFP) space

by Jason Gumpert
NFP partner explains where Dynamics 365 and related Microsoft solutions fit into the sector's needs.
Accounting BI and Reporting Budgeting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Executive Q&A

360 Vertical Solutions merges with SAGlobal, growing the Microsoft partner's services industry reach

by Jason Gumpert
Deal increases SAGlobal's presence to 18 countries and adds CRM reach into legal, AEC industries.
Architecture Azure BI and Reporting Construction Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations HR Management Labor Management

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Predict Tomorrow’s Sales Today: Leveraging BC Data for Smarter Forecasting

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Enhancing the Rich Capabilities of D365 Finance & SCM with Experlogix CPQ

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The Simple Account-Based B2B Sales & Marketing Approach for SMBs

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Marketing Tips for B2C eCommerce Businesses

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The eCommerce industry has taken off and continues to grow

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The Ultimate Guide to Customer Retention

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The insight and resource recommendations you need to improve your retention rates

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Survey Results: Dynamics Customer Benchmarking Report

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Explore data from over 260 participants, benchmarking and comparing your marketing and sales strategy, progress and future plans.

Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Platform Sales & Marketing

Getting Started with Sales Nurturing and Marketing Automation

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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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Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

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

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Aventics Implements Dynamics D365/CRM to Create a Common "Sales" Language Across the Business

Alithya

Able to integrate existing Microsoft technology and move to the cloud

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Marketing Sales Sales & Marketing

Synthetic Diamond Manufacturer, Element Six, Switches from SalesForce to Microsoft Dynamics CRM

Alithya
Lower cost to maintain Dynamics CRM than Salesforce.com
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Marketing Sales Sales & Marketing
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2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
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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

ClickDimensions: Email Marketing and Marketing Automation for Microsoft Dynamics CRM

ClickDimensions is the top rated, Microsoft-certified Marketing Automation solution for Microsoft Dynamics CRM...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing
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