Sales & Marketing news & resources

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

AI Customer Engagement Customer Experience (CX) Customer Insights Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales & Marketing
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With PowerPack, ClickDimensions offers B2B SMBs a path to better sales and marketing alignment

by Jason Gumpert

The partner-driven offering is methodology-driven, says CEO Mike Dickerson

Customer Engagement Dynamics 365 Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Sales & Marketing
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Inspire 2023: Viva Sales makes way for Microsoft Sales Copilot

by Jason Gumpert

Sales Copilot, the new brand name for Viva Sales, adds new capabilities

AI AI and Machine Learning Azure Customer Engagement Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Email templates; Customer 360; Security role; Marketing emails

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 Marketing Automation Sales & Marketing Security

Microsoft Cloud for Nonprofit adding Copilot AI features to Fundraising and Engagement

by Jason Gumpert

New AI-based tools from nonprofit partners aimed at humanitarian aid organizations, fundraisers, marekters

BI and Reporting Collaborative Workspaces Customer Engagement Dynamics 365 Fundraising Marketing Not For Profit Power Platform Sales Sales & Marketing

MSDW Podcast: Enabling subscription-based sales opportunities for Dynamics 365 customers

by MSDW Reporter
Customer Engagement Finance and Operations MSDW Podcast Order Management Sales & Marketing Sales & Ops Planning Sales Order Processing Sales and Operations Planning Subscription Management

MSDW Podcast: Improving Your Data-Driven Email Marketing with Dynamics 365

by MSDW Reporter
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 MSDW Podcast Marketing Automation Sales & Marketing

Microsoft Dynamics Partner Roundup: Partner competency; Integration; Construction solution; Payment connector

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Construction Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Finance and Operations Payment Processing Payroll Processing Sales & Marketing
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Microsoft reveals new AI tools for ERP and CRM with Dynamics 365 Copilot

by Jason Gumpert

Copilot tools for various apps will add content creation, natural language queries, and predictive alerts

AI AI and Machine Learning Business Central Content Management Copilot Studio Customer Insights Customer Service Data Management Dynamics 365 Dynamics CRM Dynamics NAV Finance and Operations

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Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

From CRM to Campaign: A Microsoft Partner’s Guide to Smarter Marketing Automation

emfluence

Sales Order Agent for Microsoft Dynamics 365 Business Central

WebSan Solutions

Specialized Views in Dynamics 365 CRM

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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 Dynamics 365 Dynamics CRM Dynamics Marketing 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 Dynamics 365 Dynamics CRM Marketing 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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Boosting ROI with Dynamics 365 CRM and Marketing Automation: A Case Study

emfluence
Discover how Tension Corporation transformed its sales and marketing process by integrating CRM and marketing automation for better lead management and efficiency.
Customer Engagement Dynamics 365 Marketing Automation Sales & Marketing

Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

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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 Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights 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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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