Sales & Marketing news & resources

From the Microsoft Dynamics 365 CE/CRM Blogs: Formula suggestions; SharePoint integration; Phone call tagging; Data masking

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Business Process Mgmt Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Document Management Dynamics 365 Sales & Marketing Security Telephony

15 Key Showcase Takeaways: Cool Tools Built On Power Platform for Dynamics 365

by Anya Ciecierski
Vendors preview the highlights of their demos at this upcoming event
Billing Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Marketing Automation Portals Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Organization charts; Email template; Real-time marketing forms; Email attachments

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Data Management Dataverse (CDS) Dynamics 365 Dynamics CRM Email Management Power Platform Sales & Marketing Security User Management
Elite Dynamics

BGF backs holiday parks specialist Elite Dynamics with £5 million investment

by MSDW Reporter
With the investment, Elite Dynamics aims to triple its size and double employee base by 2026
Business Central Customer Engagement Customer Experience (CX) Dynamics 365 Financial Management Hospitality Plant Maintenance Sales & Marketing
Holiday park

How Microsoft Dynamics solutions are transforming the holiday home industry

by Jamaine Campbell
Why the industry is finally investing in new solutions after years of being left in technical limbo
Accounting Business Performance Mgmt Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Financial Management Hospitality Power Platform Sales & Marketing Travel & Leisure

Microsoft Dynamics Partner Roundup: Lease partnership; Education endeavors; D365 win: New solution

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Aerospace & Defense Automotive Business Central Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Finance and Operations Lease Management Rental Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM integration; Partnership; Apps on AppSource; New hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting Business Central Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Services Sales & Marketing

Microsoft Dynamics Partner Roundup: QMS, analytics partnerships; Typeface AI integration; New VAR president

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
AI BI and Reporting Business Central Customer Engagement Customer Experience (CX) Customer Insights Data Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Marketing Automation

From the Microsoft Dynamics 365 CRM Blogs: Monitoring and resolving issues; Retrieving audit data; Managing appointments; Focused view

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Auditing Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Data Integration Dynamics 365 Sales & Marketing

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

LATEST VENDOR RESOURCES

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

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn
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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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