Sales & Marketing news & resources

New Microsoft Dynamics CRM tablet, phone apps push mobile-first, cloud-first . . . and security-first?

by Mark Anderson
Microsoft lays out new security, offline, cloud services to support Dynamics CRM for mobile scenarios
BI and Reporting Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Mobile Applications Power Automate SaaS Sales Sales & Marketing

Microsoft Dynamics CRM acquiring survey tools, cementing new partnerships at Convergence 2015

by Jason Gumpert
Mojo Surveys from Fusion Software to become part of Dynamics CRM offering
CRM 2015 Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics CRM Online Electronic Signatures Professional Services Project Service Automation Sales

ToutApp wants Microsoft Dynamics CRM customers to refocus on sales productivity

by Jason Gumpert
With $15M in new funding, ToutApp hopes to cement its role as a leader sales productivity apps
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales Sales & Marketing Sales & Ops Planning

Modernizing Customer Experiences with CRM and E-Signatures

by Rahim Kaba
Why today's digital world means meeting consumers in the digital landscape - on their terms
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures SaaS

From the Microsoft Dynamics GP Blogs: eConnect mystery; Receipt entry; Account structure; SQL Server backup tips

by Linda Rosencrance
A selection of the latest insight from the Dynamics GP blogs:
Accounting Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics GP Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM web form integration; AX commerce offerings; AX retail payments; GP & SL promotions

by Linda Rosencrance
Recent announcements from around the Dynamics partner channel
AX 2012 R3 Commerce Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics SL E-Commerce Payment Processing Retail

The Jetsons, Self-Driving Cars, and Customer Relationship Management (CRM) Success

by Chuck Ingram
How can we apply “what works” in other areas to the field of CRM?
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM in G-Cloud 6; Hosting alliance; NAV & CRM manufacturing wins

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Agriculture Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Dynamics CRM Online Dynamics NAV Government Inventory Management

Microsoft Dynamics CRM experts in demand: Skills and roles fueling today's job opportunities

by Karen Kroll
As the economy has improved, both Dynamics CRM partners and customers are looking to boost their CRM staffing, say hiring professionals. Where should you look to hire or get hired?
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Recruiting Sales Sales & Marketing jobs

From the Microsoft Dynamics NAV Blogs: Design pattern update; Keyboard controls; Posted sales invoice numbering

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics NAV blogs
Accounting BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV Financial Management Invoice Processing NAV 2013 R2 NAV 2015 Sales

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KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

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AI Business Solutions Partner Show, October 2025: Accelerating SMB Sales with Microsoft’s Craig Crescas

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Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

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D365 Hidden Costs Series #3 - Damaged Relationships

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Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap

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Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales & Marketing

Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework

Coffee + Dunn
A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales & Marketing

The Modern Guide to Microsoft Dynamics and Marketing Automation

emfluence
Turn your Microsoft Dynamics data into automated, revenue-driving campaigns with this practical guide to marketing automation
Customer Engagement Dynamics 365 Dynamics CRM Marketing Automation Sales & Marketing

2025 Microsoft Business Applications Partner Marketing Insights Report

MSDW Features
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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing
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Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Forvis Mazars
Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.
Customer Engagement Dynamics 365 Oil Sales Sales & Marketing Sales Quoting Sales and Operations Planning
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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

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 - Data Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Automation 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
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