Sales & Marketing news & resources

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics CRM Online Engineering Manufacturing

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX E-Commerce Payment Processing Retail Retail POS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Account-Based Marketing; Education win for Dynamics CRM; Coveo Search Managed Services; RMS plugin

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel 
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics RMS Education Marketing Automation Retail POS Sales Sales & Marketing

LinkedIn Brings a Step-Change in Market Intelligence for Dynamics CRM Users

by Jason Gumpert
LinkedIn is not the only important external source of sales, marketing, and customer service information, but its introduction could be pivotal to Microsoft's future, experts...
Business Performance Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM LinkedIn Sales Sales & Marketing

Are You Still in the Dark About the Quality of Your Data?

by Martin Doyle
Data quality requirements may seem abstract, but scratch the surface and it is easy to find wide ranging implications for inaccurate information about your customers and pros...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management 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

Inogic
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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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