Sales & Marketing news & resources

From the CRM Blogs: Bulk Email with Merge Fields and Pics; Sync Contacts to Outlook; Teach Yourself CRM 4 in 24hrs; Web-to-CRM Internet Lead Capture

by Jared Berezin
The Latest News About Microsoft Dynamics CRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Social Media Get Ever More Attention from Microsoft Dynamics CRM, Salesforce.com

by Jason Gumpert
Salesforce.com Pushes the Social Media Envelope with "Chatter"
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Why Improved User Friendliness Doesn’t Translate Into Easier Implementation for Microsoft Dynamics CRM

by Sandor Schellenberg
The Three Most Common Implementation Pitfalls
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Two ISVs Partner with Microsoft to Market Billing Systems Built on Dynamics CRM

by Jason Gumpert
Convergsys and Redknee See Major Marketing Opportunities
Consumer Goods Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Management Forecasting HR Management Project Service Automation
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Experlogix Unveils Configurator Portal Edition for Microsoft Dynamics CRM

by Linda Rosencrance
Expands sales configuration capabilities to customers, channel partners, prospects
Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales Order Processing

How to Publish Salesperson-Specific Data to the Field with Microsoft Dynamics GP and SQL Reporting Services

by Michael D.
Customer Education is the Key
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP Sales Sales & Marketing Sales & Ops Planning

Media Aspects/InterDyn AKA and S4M Team Up to Provide Integrated Broadcast Management Solution For Microsoft Dynamics

by Linda Rosencrance
Combined solution aimed at North American television broadcasters
Accounting Advanced Pricing Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Expense Management Forecasting Legal Matters Media & Entertainment Sales Sales & Marketing

From the NAV Blogs: Pros and Cons of Implementing with Consultants; Add-in Treemap Displays Customer List by Importance; View Sales Data in an Interactive Map

by Jared Berezin
Latest news from the Dynamics NAV blogs
BI and Reporting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV Sales Sales & Marketing

Resco Introduces New Developer Tool for Mobile Applications of Microsoft Dynamics CRM

by Jason Gumpert
Microsoft Backs Development Tool
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Sales & Ops Planning

Integrating Microsoft Dynamics CRM with Microsoft Dynamics GP in 72 hours...and 5 "Easy" Steps

by Mariano Gomez
Dynamics GP and CRM Integration Can Happen Quickly
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics GP Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

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
More Sales & Marketing Solutions