Sales & Marketing news & resources

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

Innofactor Acquires Swedish Microsoft Dynamics CRM Partner Cinteros

by Linda Rosencrance
Deal grows Innofactor's Nordic coverage, expands to over 500 employees.
Associations Commerce Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Education Government Marketing

Microsoft Partners in Singapore Team for New Azure and NAV-Based Bundle for SMEs

by Linda Rosencrance
It's localized, secure, and bundles Dynamics NAV with productivity tools. And, it's the first of its kind.
Business Central Customer Engagement Document Management Dynamics 365 Dynamics NAV Financial Management Localization Logistics Marketing Power Automate Regulatory Compliance SaaS

Microsoft Dynamics CRM 2016 Available Worldwide

by Linda Rosencrance
More of a step-change than an upgrade, Microsoft promises "A new era of customer engagement" with CRM 2016.
Business Process Mgmt CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management Marketing Mobile Applications Power Automate

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From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

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Sales Order Agent for Microsoft Dynamics 365 Business Central

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By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

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2025 Microsoft Business Applications Partner Marketing Insights Report

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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 Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

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
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

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!
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
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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.
Customer Engagement Dynamics 365 Marketing Automation Sales & Marketing

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...
Accounting Auditing BI and Reporting Business Central Dynamics 365 Inventory Management Manufacturing Power BI Power Platform Process Manufacturing Purchasing Sales & Marketing

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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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