Sales & Marketing news & resources

From the Microsoft Dynamics 365 CRM Blogs: Opportunity to quote; Field-level security; Update data; Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales Quoting

From the Microsoft Dynamics 365 CRM Blogs: D365 CRM 8.2; Address entity records; Field operations; Email templates

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
AI Customer Engagement Customer Insights Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Marketing Automation Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: 'Given key not present' error; Poor lead management; Copilot Studio agents; Workflows for orphaned leads

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Customer Engagement blogs
Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Marketing Marketing Automation Power Apps Power Platform Sales Sales & Marketing
Westcon-Comstor

Westcon-Comstor Optimizes Global Sales Process with Dynamics 365 Sales Solution

by Jason Gumpert
Technology distributor’s sales process optimization effort built atop critical integrations and broader IT modernization
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Partner Relationship Management (PRM) Robotic Process Automation (RPA) Sales Sales & Marketing Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Object reference not set error; Website tracking; Multilingual voice agents

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Contact Center Customer Engagement Customer Insights Customer Service Dynamics 365 Marketing Marketing Automation Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Maximizing data; Split your audience; End of outbound marketing; Smart copy-paste

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Pipeline optimization; Enhancing forms; Manage email bounces; Copilot and customer service reps

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Show/hide content; Duplicate icons; Favorite marketing features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Email Management Marketing Marketing Automation Portals Power Pages Power Platform Sales Sales & Marketing

MSDW Podcast: Expanding the marketing automation landscape, with emfluence CEO David Cacioppo

by MSDW Reporter
Discussing the technology marketers need to expand their support for customer journeys
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Alithya

Alithya acquires Microsoft Biz Apps specialist XRM Vision for C$35 million

by MSDW Reporter
Deal adds Dynamics 365, Power Platform, and project portfolio management IP and resources to Alithya's Microsoft practice
Copilot Customer Engagement Customer Relationship Mgmt Customer Relationship Mgmt Dynamics 365 Power Platform Project Management Sales & Marketing xRM

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Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Sales Order Agent for Microsoft Dynamics 365 Business Central

WebSan Solutions

Specialized Views in Dynamics 365 CRM

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions
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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 Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
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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
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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

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

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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