Sales & Marketing news & resources

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More pricing talk expected as partners, customers prepare for Dynamics CRM Online Fall 2013 update

by Linda Rosencrance
With three new pricing levels, customers will likely see changes to their bill once they reach their renewal date
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Sales Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: Journyx for GP; i95Dev RMS Ecommerce; Accellos Retail Network Integration; Experlogix partnership

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics RMS E-Commerce Retail
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Microsoft Dynamics CRM 2013 moves quietly from Beta to Release Candidate 1 (RC1)

by Jason Gumpert
RC1 has been noted for some released with same information sharing restrictions as beta, and
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

When Agile meets Microsoft Dynamics CRM, Part 1: The Encounter

by Guus van
Introducing guidelines for successful use of agile methods when implementing Dynamics CRM
Agile Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Scrum xRM

Microsoft Dynamics CRM 2013 favorite features emerging from the partner channel

by Linda Rosencrance
With the release date approaching, more Dynamics CRM professionals share the features they are most excited about
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Security Telemarketing

Microsoft Dynamics Partner Roundup: CRM data quality; BPM, mobility for CRM; Customer reference program

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics CRM 2013 Release Preview Guide is out

by Jason Gumpert
As the release of CRM 2013 approaches, the new preview guide organizes enhancements among five investment areas
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo Mobile Applications Orion Sales
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SalesFUSION raises new funding, hires new CEO

by Jason Gumpert
Marketing automation solution provider plans to grow operations with new $800K round
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Automation SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: RMS Integration; Certified eCommerce; GP Win; GP on campus

by Linda Rosencrance
A selection of recent announcement from around the Dynamics partner channel
Business Central Cloud Commerce Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP Dynamics NAV Dynamics RMS E-Commerce Retail Sales

WineDirect Acquires Elypsis Winery, adding Dynamics NAV to its direct to consumer wine services

by Jason Gumpert
Elypsis offerings join WineDirect's e-commerce, call center, fulfillment, financial technology
Accounting Business Central Call Tracking Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV E-Commerce Financial Management Food & Beverage Retail POS Sales

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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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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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