Sales & Marketing news & resources

Microsoft Dynamics CRM's elevated profile broadens the conversation at upcoming partner event

by Jason Gumpert
Evolution of Microsoft products puts new demands on Dynamics CRM partners, organizers of eXtremeCRM say
CRM 2013 CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) Power Automate

How We’re Using Microsoft Dynamics CRM: A journey of continuous, measured improvement for one global services firm

by Bridget McCrea
Grant Thornton's global Dynamics CRM success hinges on managing adoption, maintaining agile development process
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Professional Services Sales Sales & Marketing

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

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Power Automate Essentials for Customer Insights – Journeys

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Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

Marketing4Dynamics: Simplifying Mailchimp and Dynamics 365 CRM Integration

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Dynamics CRM Mailchimp Integration | Unify Sales & Marketing with Marketing4Dynamics

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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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