Sales & Marketing news & resources

From the Microsoft Dynamics 365 CRM Blogs: Dataverse search; Multiple cases; Keep data clean; Import records

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Sales & Marketing
Dynamics 365 Sales Copilot home

Microsoft announces 2024 release wave 2 for Dynamics 365 apps

by Jason Gumpert
Preview and GA features across the suite focus on Copilot, core functions, and integrated scenarios
Accounting Business Central Commerce Contact Center Contact Center Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Fabric

From the Microsoft Dynamics 365 CRM Blogs: Customer Service Copilot; Extend dialogs; Personal settings; AI summaries

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Marketing consent; Sales strategies; Dialer enhancements; Clone order records

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Sales Order Processing

Did You Know the CRM in Dynamics 365 Business Central Can Simplify Accounts Receivable Follow-up?

by Robb Delprado
Exploring one useful detail of customer and contact management in BC
Accounting BI and Reporting Business Central Collections Management Customer Relationship Mgmt Dynamics 365 Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Extend copilot; Automate key processes; Add custom domain; Improve connectivity;

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Customer Service Customer Service Customer Service Insights Dynamics 365 Field Service Field Service Marketing
Tax Management Comparison Showcase for Dynamics 365 Business Central

Event Preview: 9 Facts About The Tax Management Showcase for Dynamics 365 Business Central and NAV

What you will learn at the showcase, according to our presenters.
Accounting Business Central Dynamics 365 Dynamics NAV Regulatory Compliance Sales & Marketing Tax Management
People.ai integrated with Microsoft Dynamics 365 Sales

People.ai announces Microsoft Dynamics 365 Sales integration

by MSDW Reporter
People.ai's seller insights aim to augment data, monitor deal health, and deliver next steps
Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Refresh CRM subgrid; Email attachments; Custom views; Managing work orders

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Email Management Power Apps Power Platform Sales Sales & Marketing
Microsoft Dynamics 365 Supply Chain Management Premium demand planning

Microsoft announces Dynamics 365 Supply Chain Management Premium and Copilot enhancements

by MSDW Reporter
Updates ahead of Microsoft's Biz Apps Launch Event are heavy on AI and Copilot updates
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Demand Planning Dynamics 365 Finance and Operations Power Platform Sales & Marketing Supply Chain Management

LATEST VENDOR RESOURCES

Specialized Views in Dynamics 365 CRM

Encore Business Solutions

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

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

Coffee + Dunn

Secrets to Selling Microsoft Dynamics Masterclass: Talking to Executives about D365 Customer Insights

MSDW Features

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions
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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
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 Dynamics 365 Dynamics CRM Marketing 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

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

emfluence

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...
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 Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights 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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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