Sales & Marketing news & resources

Microsoft Dynamics Webcasts This Week: CRM BI & reporting; AX E-retail; NAV freight management; Dynamics 365 for manufacturers

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
3PL BI and Reporting Business Central Commerce Customer Engagement Customer Insights - Journeys (Marketing) Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV

Microsoft Dynamics Partner Roundup: CRM mobile offline sync; Marketing automation integration; AI for 365 Sales; 365 Financials online purchase

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Banking Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Financial Management Marketing Automation Payment Processing Procurement

Timing Microsoft Dynamics 365: CRM partners lament 'fuzzy' pre-launch license planning

by Jason Gumpert
With Dynamics 365 pricing and license guides due on November 1, some CRM partners have raised concerns on how to handle the first wave of customer renewals.
Cloud Solution Provider (CSP) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Project Management Sales

Microsoft Dynamics Partner Roundup: 5 New AX Apps; Dynamics 365 Sales AI; Campaign monitor; 365 Quick start

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Email Management Finance and Operations Financial Management

Marketing in Microsoft Dynamics 365: New directions for enterprise, SMB

by Jason Gumpert
As Dynamics Marketing recedes into a support phase, SMBs will get some of its campaign management tools, while enterprises are encouraged to work with Adobe Marketing Cloud
Adobe Marketing Cloud CRMUG Summit 2016 Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

Microsoft readies Dynamics 365 customer engagement apps with added analytics, new partnerships

by Jason Gumpert
New apps for customer and relationship insights, plus new partnerships for customer service and lead intelligence round out next wave of offerings.
BI and Reporting CRMUG Summit 2016 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Power Automate Sales

Microsoft Dynamics Partner Roundup: Customer communications; NAV architect hire; NAV CfMD achievment; AX7 sales and use tax

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Agriculture BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Document Automation Dynamics 365

Insights, powered by InsideView, re-released for Microsoft Dynamics 365

by Linda Rosencrance
Sales application available at no cost with select Dynamics 365 online Professional and Enterprise subscriptions
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Power Automate Sales Sales & Marketing Social Networks

MSDW Podcast, October 7, 2016: Dynamics CRM at a crossroads, with Steve Mordue

by Jason Gumpert
RapidStart CRM CEO Steve Mordue is bullish on Dynamics 365, but is keeping his eye on the partner channel's ability to transition with Microsoft.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast SaaS Sales Sales & Marketing

Your CRM system: Nemesis or ally of the sales team?

by Pani Harito
Companies must battle the misconception that a CRM system will magically help salespeople sell more or become better at their jobs.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

LATEST VENDOR RESOURCES

Power Automate Essentials for Customer Insights – Journeys

Coffee + Dunn

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

Marketing4Dynamics: Simplifying Mailchimp and Dynamics 365 CRM Integration

Inogic

Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

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Downloadable Checklist: Customer Insights-Journeys vs. Marketing Automation

emfluence
A quick checklist to determine whether Customer Insights-Journeys is the right fit for your team.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

Evaluating Microsoft Customer Insights-Journeys: When It Fits and When It Doesn't

emfluence
Is Microsoft Customer Insights-Journeys the right fit? Learn what to evaluate before you decide.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The CX Leader's Guide to Agentic AI

Velosio
Anticipating every need, automating every outcome. Optimizing customer experience in the agentic era.
Azure Business Central Copilot Customer Experience (CX) Dynamics 365 Fabric Finance and Operations Power Platform Sales & Marketing

AI Readiness Assessment

emfluence
A practical self-assessment to determine whether your CRM and marketing automation are truly ready to support intelligent execution.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing

The AI Readiness Gap: Why CRM and Marketing Automation Must Work Together

emfluence
AI doesn’t fix broken data—this guide explains why CRM and marketing automation must work together before intelligence can deliver real value.
Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing
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Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

iTransition
How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

Heathrow Scientific Modernizes ERP with Business Central Cloud

Western Computer
Heathrow Scientific moved from Dynamics NAV to Business Central Cloud to improve visibility, streamline processes, and support growth.
BI and Reporting Business Central Data Management Distribution Dynamics 365 Dynamics NAV Inventory Management Manufacturing Power BI Power Platform Sales & Marketing
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Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

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

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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