Sales & Marketing news & resources

Episerver Hires Microsoft Dynamics Channel Veteran Mike Rogers

by Jason Gumpert
In new role leading Dynamics partner sales, Rogers looks to expand the company's channel engagement
Content Management Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Power Automate SaaS

Microsoft Dynamics Partner Roundup: Account-based marketing; New CSP; Security industry financials; Azure ExpressRoute

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Cloud Solution Provider (CSP) Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Management Marketing Automation Power Automate Sales Sales & Marketing

Microsoft partners with enterprise mobile marketing and advertising firm inMobi

by MSDW Reporter
inMobi to transition to Azure consumption, plans launch of its  Marketing Cloud solution with Microsoft collaboration
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Mobile Applications Power Automate SaaS Sales Sales & Marketing

What partners should expect at Directions North America 2018

by Eamon McCarthy Earls
The Directions North America conference, taking place in San Diego in October, 2018, will highlight the impact of Dynamics 365 Business Central and the rise of cloud migratio...
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Directions NA 2018 Dynamics 365 Dynamics NAV Sales Sales & Marketing

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM HubSpot 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Insurance

LATEST VENDOR RESOURCES

Power Automate Essentials for Customer Insights – Journeys

Coffee + Dunn

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

Marketing4Dynamics: Simplifying Mailchimp and Dynamics 365 CRM Integration

Inogic

Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic
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Downloadable Checklist: Customer Insights-Journeys vs. Marketing Automation

emfluence
A quick checklist to determine whether Customer Insights-Journeys is the right fit for your team.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

Evaluating Microsoft Customer Insights-Journeys: When It Fits and When It Doesn't

emfluence
Is Microsoft Customer Insights-Journeys the right fit? Learn what to evaluate before you decide.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The CX Leader's Guide to Agentic AI

Velosio
Anticipating every need, automating every outcome. Optimizing customer experience in the agentic era.
Azure Business Central Copilot Customer Experience (CX) Dynamics 365 Fabric Finance and Operations Power Platform Sales & Marketing

AI Readiness Assessment

emfluence
A practical self-assessment to determine whether your CRM and marketing automation are truly ready to support intelligent execution.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The AI Readiness Gap: Why CRM and Marketing Automation Must Work Together

emfluence
AI doesn’t fix broken data—this guide explains why CRM and marketing automation must work together before intelligence can deliver real value.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing
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Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

Heathrow Scientific Modernizes ERP with Business Central Cloud

Western Computer
Heathrow Scientific moved from Dynamics NAV to Business Central Cloud to improve visibility, streamline processes, and support growth.
BI and Reporting Business Central Data Management Distribution Dynamics 365 Dynamics NAV Inventory Management Manufacturing Power BI Power Platform Sales & Marketing
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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

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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