Sales & Marketing news & resources

Microsoft Dynamics 365 + BI: Four benefits of combining Dynamics data with other data sources

by Zak Pines
There is power in unifying data from Dynamics and other sources, with value at different stages of the process.
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Acquisition; Partner program; CfMD solution; Reporting for D365 Business Central

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
BI and Reporting Business Central CfMD Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics NAV Government Marketing Power Automate SaaS

Microsoft to expand business apps lineup in spring 2018 with new Dynamics 365, Power BI, Common Data Service offerings

by Jason Gumpert
“Sales Professional” and Marketing apps will reach the market, along with CDS for Analytics, Power BI Insights.
Business Central CDS for Analytics CDS for Apps Common Data Model Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS)

TeleSign Brings SMS Messaging to Microsoft Dynamics 365 for Marketing

by MSDW Reporter
SMS engine to enable enterprise-grade communications capabilities from Marketing app.
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation SaaS Sales Sales & Marketing

Microsoft is losing more Dynamics 365 R&D leadership, now on the CRM side

by Jason Gumpert
Principal program manager for Marketing Kishan Chetan will depart, with two other CRM program managers rumored to be leaving.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Microsoft Corporate Sales Sales & Marketing xRM

From the Microsoft Dynamics 365 / CRM blogs: External scheduler; Reset CRM version; Ownership records; Creating a trial

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing xRM

Dynamics 365 Saturday heads to the US with a first stop in Dallas

by Linda Rosencrance
Event organizer and D365 solution architect Brandon Ahmad discusses the event schedule and how it came together.
365 Saturday Accounting BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service

Bedrock Data aims to unify customer data across clouds with launch of Fusion

by Jason Gumpert
The SaaS solution offers pre-built connectors and automation technology that it says will eliminate most of the labor from data warehousing and BI efforts.
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Data Warehousing Dynamics 365 Dynamics CRM Marketing Power BI Power BI

MSDW Podcast: R "Ray" Wang on key themes of the Microsoft Biz Apps Analyst Forum

by Jason Gumpert
Digital feedback is key to Microsoft's current approach to biz apps, says Wang, and the Dynamics brand name could be taking a step back to support that.
Artificial Intelligence (AI) Azure BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dataverse (CDS)

Enterprise analysts react to latest Microsoft Business Apps accomplishments, strategy

by Jason Gumpert
From Dynamics 365 to Power BI to LinkedIn and Adobe, analysts tweeted their way through a day's worth of roadmaps, demos, and planning.
CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing

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

Encore Business Solutions

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn
More Sales & Marketing Videos

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
More Sales & Marketing White Papers

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
More Sales & Marketing Case Studies

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
More Sales & Marketing Solutions