Sales & Marketing news & resources

From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; RenderTemplate request; SSRS report

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Sales & Marketing

Microsoft Dynamics Partner Roundup: Print connector; Migration; Email marketing; Cloud advanced specializations

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Data Integration Document Automation Dynamics 365 Dynamics CRM Finance and Operations Manufacturing Marketing Automation Sales & Marketing Supply Chain Management

MSDW Podcast: Community Summit 2023 Preview with Data Courage

by MSDW Reporter
BI and Reporting Business Central Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management MSDW Podcast Power BI Power Platform Sales & Marketing
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The changing business opportunities of modern location intelligence

by Sam Kumar

We can understand today's location intelligence technology opportunities by studying the recent past.

BI and Reporting Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Government Hospitality Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; 'RenderTemplate' request; SSRS report

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales & Marketing
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The Benefits of Outsourcing Customization and Integration in Microsoft Dynamics 365 CRM and Power Platform

by Sam Kumar

Implementing and customizing business apps can be daunting without expertise built on experience.

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Apps Power Automate Power Platform Sales & Marketing

4 Benefits of Standardizing Your Sales Process

by Sam Kumar

Reasons why you need to have a sales playbook for your sales team

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft deploys next generation AI capabilities for enterprises

by Eamon McCarthy Earls

Microsoft will add Copilot capabilities to the standard Dynamics 365 Field Service app, the Dynamics 365 Field Service app in Microsoft Teams, new integration between the ...

AI and Machine Learning Azure Compute Customer Engagement Development Dynamics 365 Field Service Field Service Integration Mobile Applications Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Recent records component; Sales process; D365 Sales features; Connected customer service

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing
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Microsoft to make Dynamics 365 Marketing a part of D365 Customer Insights

by Jason Gumpert

New pricing and licensing for the combined offering; Transition from outbound to real-time marketing continues

Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Marketing Automation Sales & Marketing

LATEST VENDOR RESOURCES

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital

All-New AI Chat Assistant for Dynamics 365 WhatsApp Integration

Inogic

Copilot features in Dynamics 365 Customer Insights - Journeys

Syvantis Technologies

Copilot Sales Line Suggestion in Dynamics 365 Business Central

WebSan Solutions

Copilot Marketing Text Generation for Dynamics 365 Business Central

WebSan Solutions
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2025 Microsoft Business Applications Partner Marketing Insights Report

MSDW Features
Exclusive new research from MSDW reveals how Microsoft Biz Apps partners and customers are navigating a rapidly evolving market
Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform Sales & Marketing

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Getting Started with Sales Nurturing and Marketing Automation

emfluence

Using automated workflows to send your messages

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing
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Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Forvis Mazars
Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.
Customer Engagement Dynamics 365 Oil Sales Sales & Marketing Sales Quoting Sales and Operations Planning
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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

emfluence Marketing Platform

The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Automation Power Apps Sales

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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