Sales & Marketing news & resources

From the Microsoft Dynamics CRM Blogs: Social Listening integration; ADFS troubleshooting; Understand USD; Avoiding old scripts

by Linda Rosencrance
This week’s Microsoft Dynamics CRM blog roundup
ADFS CRM 2013 CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Sales

Five challenges to prepare for when selecting Microsoft Dynamics CRM Online

by Sandor Schellenberg
Dynamics CRM Online is a good option for many organizations, but certain areas of building a successful solution deserve special attention.
BI and Reporting CRM 2013 Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Data Warehousing

Microsoft Dynamics CRM 2015 to arrive in Q4, emphasizing sales and marketing unity, expanded locales

by Jason Gumpert
Guided sales processes, sales hierarchies, enhanced SLA management, field level security and more addressed in new release
BI and Reporting Business Performance Mgmt Business Process Mgmt CRM 2015 Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM

New look at Microsoft Dynamics CRM roadmap through Q2 2015 reveals new code names, more four-part release waves

by Jason Gumpert
Vega, the next Dynamics CRM major release, is due in late 2014 and will introduce new software compatibility
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Electra Hydra Marketing Automation Marketing Resource Mgmt (MRM)

From the Microsoft Dynamics AX Blogs: AX 2012 Security Development Tools; Importing sales order history; Searching AX

by Jason Gumpert
A selection of the latest insight from the Dynamics AX blogs
AX 2012 AX 2012 R3 Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Security

Pocketstop integrates communication, loyalty solutions with Dynamics AX, CRM

by Linda Rosencrance
Pocketstop’s Loyalty and Rewards Platform to integrate with AX; Broadcast API to integrate with CRM Online
AX 2012 R3 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Automation Mobile Applications

From the Microsoft Dynamics CRM Blogs: Fixing status reasons; Option set labels via OData + Power Query; CRM 2013 Load Balancing; Early v. late binding performance

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Performance Mgmt CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Automation Power BI

How adding 'Insights' to Microsoft Dynamics CRM has boosted one GP partner's sale intelligence in unexpected ways

by Mark Anderson
The free solution for CRM Online professional users has yielded unexpected benefits, says one Microsoft partner
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Dynamics GP Professional Services SaaS Sales Sales & Marketing

Microsoft Social Listening now rolling out to Dynamics CRM Online customers

by Jason Gumpert
Provisioning for eligible customers taking place throughout August
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS Sales Sales & Marketing Social CRM Social Networks

InfoHounds mortgage customer retention tool integrates with Microsoft Dynamics CRM

by Linda Rosencrance
Integration aims to boost customer retention by adding mortgage market data to CRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Financial Services Loan Management Marketing Automation Sales Sales & Marketing

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Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

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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

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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

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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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Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

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

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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
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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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