Sales & Marketing news & resources

From the Microsoft Dynamics 365/CRM Blogs: Business rule steps; Relevance Search; Voice of the customer; Custom activity feeds

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs.
Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Power Automate Sales Sales & Marketing

Adobe and Microsoft update integrations, expand partnership into China

by MSDW Reporter
To help companies deliver more personalized customer experiences.
Azure Common Data Model Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS) Dynamics 365

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics NAV Government 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Data Warehousing Dynamics 365 Dynamics CRM Power BI Power BI

LATEST VENDOR RESOURCES

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

AI Business Solutions Partner Show, October 2025: Accelerating SMB Sales with Microsoft’s Craig Crescas

TD SYNNEX

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

Coffee + Dunn

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

Plauti
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Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

Coffee + Dunn
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

Coffee + Dunn
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

emfluence
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

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 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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