Sales & Ops Planning news & resources

Case Study: How Microsoft Dynamics CRM Turned Around a Medical Services Company

by Katie Morell
A Lost Client Sparks Introspection
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Medical Devices Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

A Sneak Preview of Microsoft Dynamics CRM 5.0: More Social Networking, Charts, Customer Service Capabilities

by Katie Morell
Dynamics CRM 5.0 Due Out in 2010
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Beyond Closing Sales: How Mobile CRM Aids in Retaining Key Sales Personnel

by Katie Morell
Mobile CRM Aids in All Areas of Sales Cycle
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Can Microsoft Dynamics CRM Reverse an Industry's Fortunes? One Re-Seller Thinks So

by Linda Rosencrance
First Tour Operator Software to Use Microsoft Dynamics CRM
Business Performance Mgmt Business Process Mgmt Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Professional Services Retail

Canadian, UK Organizations Commit to Software Based on Microsoft Dynamics NAV

by Jason Gumpert
A Boost for Dynamics NAV
Accounting Business Central Dynamics 365 Dynamics NAV Expense Management Financial Management Forecasting Inventory Management Planning & Scheduling Procurement Sales & Ops Planning Warehouse Management

From the CRM Blogs: Customization ROI Calculator; Speed up CRM Forms; Lookup Control in Mobile Express; CRM MVP Book Excerpts

by Jared Berezin
The Latest Developments for 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

Why Data Migration Is the Often-Overlooked Key to Microsoft Dynamics CRM Success

by Sandor Schellenberg
Key Obstacles Standing in the Way of Successful Data Migration
Customer Engagement Customer Insights - Journeys (Marketing) Data Archiving Data Integration Data Management Data Migration Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning

The Three Biggest Management Problems Behind the Failure of CRM Initiatives

by Dave Malda
The Special Importance of Process Alignment
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

From the CRM Blogs: Social Networking Accelerator; Return of the Import Wizard; Clarifying Dates and Time Zones; the Cascading Wizard

by Jared Berezin
The Latest News on 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

A Peek Into the Future? Scribe and Celenia Combine Product Offerings Seeking Integration Across All Dynamics Products

by Linda Rosencrance
Building on Complementary Strengths of Scribe and Celenia
Accounting BI and Reporting Business Central Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration

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JourneyTeam’s Envision Sales Agent - Executive Overview

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Plauti Deduplicate at a glance

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Discover how successful subscription-based companies tackle the challenges of subscription sales in various industries

Business Central Commerce Customer Engagement Dynamics 365 Electronics Finance and Operations Financial Services Healthcare Professional Services Revenue recognition SaaS Sales & Marketing

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

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

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Field Service Marketing Automation Marketing Resource Mgmt (MRM) Project Operations Project Service Automation Sales Sales & Marketing
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How Koester Construction Unified & Simplified Sales & Operations

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Koester partnered with New Dynamic to implement Microsoft Dynamics 365, centralizing pipeline, client, and performance data and integrating with Procore.
Construction Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Ops Planning

Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

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How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning
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