Sales & Marketing news & resources

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

Microsoft Dynamics Partner Roundup: CRM telephony; RMS payment; Fresh food partnership; Microsoft’s new social selling campaign

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
CRM 2015 Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics RMS Food & Beverage

Microsoft Dynamics Partner Roundup: Gamification update; CRM director hired; AX wins in produce, baked goods

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Agriculture Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Food & Beverage Sales Sales & Marketing

Microsoft Dynamics Global ISV Incadea lands 15,000 user win on cloud-based dealer management solution

by Linda Rosencrance
The solution will be hosted by SaaSplaza and deployed across 1,000 dealerships in multiple countries in Asia
Automotive BI and Reporting Business Central Cloud Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics NAV Global ISV Project Service Automation Sales

Will freemium model, new tools, connectivity improvements draw Microsoft Dynamics users to Power BI?

by Jason Gumpert
Details of its new Power BI preview include a range of new connectors, including one for Dynamics CRM Online
BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

XrmToolBox is ready for Microsoft Dynamics CRM 2015

by Jason Gumpert
The new release uses CRM 2015 SDK, uses digital signatures to secure 27 tools
CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing XrmToolBox xRM

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

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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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