Sales & Marketing news & resources

Best of 2018: Expert articles on Microsoft Dynamics 365 for Customer Engagement

by Jason Gumpert

No look back at 2018 would be complete without an examination of the many capabilities of Dynamics 365 for Customer Engagement

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Flow connector; VAR acquisition; ERP integration; Manufacturer ERP implementation

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Field Service Field Service Sales Sales & Marketing

Webcast Review: Advice on launching a Microsoft Dynamics vertical ISV startup

by Eamon McCarthy Earls

Mohamed Mostafa, founder of TechLabs London fielded questions from Dynamics users about running an ISV during a webcast with MSDW

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Power Automate Product Lifecycle Mgmt Sales Sales & Marketing Software xRM
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Flows from the field: Recurring jobs in Microsoft Dynamics 365; Swapping dialogs; Opportunity forms; Document generation; Rich text editing

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond.

Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Flow

Microsoft Dynamics Partner Roundup: $1M deal; D365 for Fashion; Lead connector; Field service

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Commerce Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Field Service Field Service Industrial Equipment Manufacturing Retail Sales Sales & Marketing

Validity integrates with Microsoft Dynamics 365 for Customer Engagement

by MSDW Reporter

Validity integrates its DemandTools platform with Dynamics 365, adding to a growing list of CRM integrations

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Data Migration Dynamics 365 Sales Sales & Marketing

Four reasons not to integrate Magento and your Microsoft Dynamics ERP

by Anudeep Ananth

Magento and Dynamics can help improve efficiency but the approach to integration, timing and partner compatibility are key considerations

Business Central Commerce Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV E-Commerce Finance and Operations Retail
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Considering omnichannel for Dynamics 365 for Customer Service? Six questions to ask before making the leap

by Sajeel Hussain

Omnichnannel strategy can help you get the most out of Dynamics 365

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales Sales & Marketing Sales and Operations Planning
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Project Service Automation: Tips for doing correct time entries in Microsoft Dynamics 365

by Kuldeep Gupta

How importing resource bookings can help reduce mistakes

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales Sales & Marketing
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Microsoft Dynamics 365 AI for Sales now generally available, with other apps entering public preview

by Jason Gumpert

D365 AI solution is "generally available" while others reach public and private preview milestones

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Power Automate Sales Sales & Marketing Sales & Ops Planning

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Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

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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

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D365 Hidden Costs Series #2 - Low CRM Adoption

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Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

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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

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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

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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

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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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