Sales & Ops Planning news & resources

How Microsoft Dynamics CRM 5 Will Transform the User Interface, Ease Customization, and Improve Integration

by Linda Rosencrance
Microsoft Releases Technical Preview of Next Generation of Microsoft Dynamics CRM
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Microsoft Dynamics Gives Some Re-Sellers a Financial Pick-Me-Up

by Linda Rosencrance
Re-Sellers of CRM, AX, and GP Experience Gains
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Marketing Mobile Applications Sales Sales & Marketing

What’s Behind a New Partnership Between Microsoft Dynamics CRM and Deutsche Post?

by Jason Gumpert
Dynamics CRM Targets Ever Larger Organizations
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Security

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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing 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 Relationship Mgmt Dynamics 365 Dynamics CRM Marketing 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 Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning 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 Dynamics 365 Dynamics GP Marketing Sales Sales & Marketing Sales & Ops Planning

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

by Jason Gumpert
Microsoft Backs Development Tool
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing 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 Relationship Mgmt Dynamics 365 Dynamics GP Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

The Shift in CRM Focus to Relationship Management--And How It Changes Implementation Strategies

by Ryan Plourde
Why Microsoft Dynamics CRM Is Well Positioned
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing xRM

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Delivering a Connected Customer Experience with Dynamics 365

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Advanced View Controls in Dynamics 365 CRM

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Unleash Copilot in Dynamics 365 Customer Engagement

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Best Practices for Lead Management in Dynamics 365 CRM

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Tips and Tricks for EFT ACH Transactions in Dynamics 365 Business Central

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How-to Prepare for a Microsoft Dynamics 365 ERP Licensing Quote

Sikich

We recommend using a spreadsheet, reading this guide for easy to understand licensing insights, and recruiting your partner for help

Accounting Bill Of Material Mgmt Business Central Business Process Mgmt Construction Consumer Goods Data Management Distribution Dynamics 365 Finance and Operations Financial Management Forecasting

How to Build a Customer Journey Map with Microsoft Dynamics CRM/CE

emfluence

Take your company’s sales and marketing alignment to the next level

Customer Engagement Dynamics 365 Dynamics CRM Email Management Field Service Marketing Marketing Automation Marketing Resource Mgmt (MRM) Project Operations Project Service Automation Sales Sales & Marketing
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