Sales & Marketing news & resources

From the Microsoft Dynamics 365 CE/CRM Blogs: Autonomous agents; Field-level security; Update data; Customer Service Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Contact Center Copilot Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Power Platform Sales Sales & Marketing

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
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 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
Contact Center Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM 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 Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Email Management 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Email Management 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
Customer Engagement Customer Experience (CX) Dataverse (CDS) Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Power Platform Sales & Marketing

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All-New AI Chat Assistant for Dynamics 365 WhatsApp Integration

Inogic

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Copilot Marketing Text Generation for Dynamics 365 Business Central

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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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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
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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM 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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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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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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