Sales & Marketing news & resources

Microsoft Dynamics Partner Roundup: Tribridge acquires Intelladon; ClickDimensions July release; MTC's New CRM gap-fill solutions

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Marketing Automation Sales

From the Microsoft Dynamics CRM blogs: No-code case resolution reporting; SSRS prefiltering; Better email editor; Contracts creation and renewals

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
BI and Reporting CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Sales Sales & Marketing
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Microsoft confirms plans to release Dynamics CRM 2013 in the fall

by Jason Gumpert
Orion will become CRM 2013 on premise and Fall '13 online release
CRM 2013 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) Orion Sales Sales & Marketing WPC2013

Orion Update: Microsoft Dynamics CRM major release planned for October 2013

by Jason Gumpert
Both online and on-premise customers would see an October release, with different factors to consider
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM integration tool updates; Low-cost ERP in India; New partnerships and hires

by Linda Rosencrance
A selection of recent news and announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Sales

Dynamics Introspective: Will marketing acquisitions change CRM competitiveness?

by Jason Gumpert
With the Salesforce acquisition of ExactTarget, what's next for CRM customers adopting marketing platforms?
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Dynamics CRM + Dynamics GP: Better integration through SharePoint

by Linda Rosencrance
SharePoint-based solutions offer a unique way to boost visibility of CRM and GP data and processes
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Microsoft Dynamics CRM Revenue: Debate on the accuracy, importance of new analyst estimates

by Linda Rosencrance
Microsoft watchers weigh in on Gartner's controversial new revenue rankings for the top CRM solutions
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM IBM Oracle SAP Sales Sales & Marketing

Transforming field sales with mobile POS technology: Tips for planning your solution

by Archana Yenna
Mobile POS solutions can drive measurable ROI for field sales teams, but how do you get started on the path to success?
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Inventory Management
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In new webcast, Microsoft Dynamics CRM CVP Bob Stutz discusses a vision for game-changing CRM

by Jason Gumpert
Reflecting on Dynamics CRM's place in the larger Microsoft product line for social, collaboration, device experiences, and release planning
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management Marketing Automation Mobile Applications 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

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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.
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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.
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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.
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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!
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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.
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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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