Sales & Marketing news & resources

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CRM Confusion: The Double Definition of CRM

by Will Slade
CRM has a straight forward history, but the modern definition is more complex
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Not For Profit Sales Sales & Marketing xRM

Improving interactions and outcomes with xRM: A customer experience lifecycle model

by Christopher Barry
Technology-enabled techniques for managing both uncontrolled and controlled interactions with your customers
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing xRM

Best of 2013: Top Microsoft Dynamics CRM news of the year

by Jason Gumpert
The team delivered on its plan to release CRM 2013, setting up a roadmap of enhancements in social, marketing, and customer service in 2014
CRM 2013 CRM Online Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation MarketingPilot NetBreeze

Take a picture: Exploring mobile device photo options with Microsoft Dynamics CRM 2013

by Mark Anderson
CRM 2013 added image support via the web interface, but camera access for mobile lags on the free smartphone and tablet apps
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

Dynamics CRM 2013 for smartphones offers a good experience - with the right expectations

by Mark Anderson
Despite mixed app store reviews, experts see real use cases for CRM 2013 smartphone apps
Android CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing iPhone

Microsoft Dynamics CRM 2013 tablet interface favors sales scenarios initially, experts find

by Mark Anderson
As CRM 2013 usage expands, partners see possibilities for broader range of possible tablet use cases
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Tablet

Microsoft Dynamics CRM Online upgrades to CRM 2013 proceeding with few headaches, partners report

by Jason Gumpert
Challenges of adopting CRM 2013 before, after upgrade range from technical to organizational
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: AX for retail suppliers; Socius adds affiliate; SL apparel win; Postcode data for CRM 2013

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Insights - Journeys (Marketing) Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics SL Invoice Processing Master VAR Retail
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Microsoft ecosystem in action: ISV argues for full-featured mobility with Dynamics CRM 2013

by Jason Gumpert
Forceful comparison by Resco pits the benefits of full-featured mobility solution against Microsoft’s free apps
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

Microsoft Dynamics CRM 2013 Realizes the CRM Anywhere Vision

by Nancy Kuppich
Why Microsoft's push to make Dynamics CRM a pervasive tool has paid off in the latest release
Android CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

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

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic
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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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