Sales & Marketing news & resources

CRMUG Summit 2016: Expect a For-User, By-User Feel, says Director Tony Stein

by Linda Rosencrance
CRMUG Program Directory Tony Stein shares his excitement about program direction, attendance, a Microsoft presence.
CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Summit 2016 crmug

Onvia Integrates with Microsoft Dynamics CRM, Streamlines Bid & RFP Response for Government Bids

by Linda Rosencrance
Enables business-to-government (B2G) customers to respond quickly to bids and RFPs with streamlined workflows, all via Dynamics CRM
Aerospace & Defense Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Government Manufacturing Marketing Sales Sales & Marketing Sales Order Processing

The MSDW Podcast: Paul Greenberg on CRM, Self-Interest as a Strategy, and Being Customer-Driven

by Jason Gumpert
A new discussion on the importance of corporate culture, the human experience, and how self-interest drives both customers and companies.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Marketing Sales Sales & Marketing

Embracing a CRM Initiative in Banking, Financial Services, and Insurance (BFSI)

by Pani Harito
Exploring three challenges facing the BFSI industry that will result in new efforts to improve customer experiences.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing Sales Sales & Marketing Social Networks

Microsoft Dynamics Partner Roundup: Cloud Voice and Video for CRM Online; Social Selling for CRM; AX Practice Leader; AX Publishing Win

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Media & Entertainment Sales Sales & Marketing Unified Communication

Microsoft Announces Dynamics 365, Its New Approach to Cloud-based Business Apps

by Jason Gumpert
Dynamics 365 and AppSource will launch in autumn 2016 as a new offering that can provide ERP and CRM capabilities and add-ons according to specific user needs.
Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management

PandaDoc's Document Automation Offering Now Integrates With Microsoft Dynamics CRM

by Jason Gumpert
Document automation startup offers e-signatures, document templates, and analytics for sales and other CRM-related document sharing.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales

Sonoma Partners: Cloud CRM Partner of the Year Delivers for Microsoft

by Linda Rosencrance
Wins award despite splitting its CRM competency between Dynamics CRM and Salesforce
Architecture Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics CRM Online Engineering Manufacturing Marketing

How Zones Revived a Complex CRM Project and Created a Unified Customer Experience

by Jason Gumpert
Global technology provider Zones deployed Dynamics CRM to redefine the workplace experience by improving collaboration and unifying customer-facing efforts.
BI and Reporting Business Process Mgmt Business Rules Mgmt CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Dynamics 365

MasterCard Offers Microsoft Dynamics AX Customers Simplify Commerce

by Linda Rosencrance
Simplify Commerce by MasterCard is PCI compliant and can be integrated to AX for mobile, e-commerce, and call center channels.
Commerce Credit Card Processing Customer Engagement Dynamics 365 Dynamics AX E-Commerce Marketing Payment Processing Retail Retail POS Sales Sales & Marketing

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Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

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What to know about the architecture, ISV market, migrations, licensing, and more
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Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

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Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
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Getting Started with Sales Nurturing and Marketing Automation

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Using automated workflows to send your messages

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How to Create a Contact and Lead Scoring Methodology That Can Transform Your Business

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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

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Ensure your CRM system is funneling opportunity to your marketing automation platform with the data it needs to generate the most...

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Boosting ROI with Dynamics 365 CRM and Marketing Automation: A Case Study

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Discover how Tension Corporation transformed its sales and marketing process by integrating CRM and marketing automation for better lead management and efficiency.
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EMCO Streamlines Services With Microsoft Dynamics 365 Sales

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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
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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...
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The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
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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
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