Sales & Marketing news & resources

Fundamentals of Defining a Material Item Using Microsoft Dynamics AX

by Scott Hamilton
Reviewing some of the fundamentals of defining a material item within AX, and how to support the differing viewpoints
AX 2012 R3 AX 7 Bill Of Material Mgmt Business Process Mgmt Customer Engagement Distribution Dynamics 365 Dynamics AX Manufacturing Marketing Purchasing Quality Control

NBA Team Reboots Customer Engagement with Microsoft Dynamics CRM Upgrade, Data Management Refresh

by Jason Gumpert
The Oklahoma City Thunder wanted to take their sales and fan experience from good to great, and they were willing to rethink both CRM and data management to get there
BI and Reporting CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Data Warehousing Dynamics 365 Dynamics CRM Marketing

No Longer Salesforce-Only, Apttus Intelligent Cloud Now Native to Microsoft

by Dann Anthony Maurno
The quote-to-cash solution that was available only to Salesforce users now runs natively on Azure and interfaces with Dynamics CRM.
CPQ (Configure, Price, Quote) Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Envision 2016 Marketing Power Automate Sales Sales & Marketing Sales Order Processing Sales Quoting

Vertafore and Microsoft Extend Dynamics CRM Technology Capabilities for Insurance Producers

by Dann Anthony Maurno
Leveraging Microsoft Dynamics CRM, Vertafore Agency SalesTrack brings insurance agents a sales management tool to drive customers from lead through sale.
Customer Engagement Dynamics 365 Dynamics CRM Insurance Insurance Lead management Marketing Sales Sales & Marketing Sales Order Processing

SalesPad to Invest $3.85 Million, Add 91 Jobs in Michigan

by Linda Rosencrance
ISV will nearly double its staff with development, support talent.
Customer Engagement Dynamics 365 Dynamics GP Inventory Management Marketing Order Management Purchasing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Sales Quoting

Business Apps Firm Fusion5 Acquires Koorb's Microsoft Dynamics CRM and SharePoint Practice

by Jason Gumpert
Move follows Koorb's 2015 sale of AX practice.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing xRM

Microsoft Dynamics and the Millennial Workforce: Can CRM 2016 Deliver?

by Angela Grom
How does CRM 2016 align with what we know about the work habits and interests of millenials?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Marketing Mobile Applications SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: E-Signatures CRM Dev Project; CRM VAR Acquired; Payments for GP; ERP VAR Deal

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Associations Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Education Fashion Government Marketing Payment Processing

Microsoft Previews Task Flows in Dynamics CRM 2016: Guided User Experiences for Mobile

by Dann Anthony Maurno
Now in preview, user-level task flows provide a guided experience without the forms, grids, or navigation.
Business Process Mgmt CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Call intelligence for CRM; AX accelerator; Retail partnership; European food sector offering

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Dynamics CRM Food & Beverage Manufacturing Marketing Retail Sales

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Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
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

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

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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

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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...

Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing
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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
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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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emfluence Marketing Platform

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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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
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