Sales Quoting news & resources

How to use Flow to update a quote marked as won in Dynamics 365 Project Service Automation V3.X

by Kuldeep Gupta

Find out how to leverage Flow to circumvent a nagging problem with Quotes in Dynamics 365 Project Service Automation

Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Power Automate Power Platform Project Management Project Service Automation Sales Quoting Service Management Workflow Management

Microsoft Dynamics Partner Roundup: Housing win; AI for CRM; Voice capture; New quoting tool

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Artificial Intelligence (AI) Azure Customer Engagement Dynamics 365 Real Estate Sales Sales & Marketing Sales Quoting

Microsoft Dynamics Partner Roundup: Capital markets model; Preferred CPQ solution; Connectors; Higher ed win

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure CPQ (Configure, Price, Quote) Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Education Financial Services Power BI
rotary_club_crm_implentation-sales_price_list.png

Chargeability view substitute in Microsoft Dynamics 365 Project Service Automation (PSA) V3

by Kuldeep Gupta

Chargeability view in Dynamics PSA V3 helps to modify quotation and reach more accurate project pricing

Dynamics 365 Sales Quoting
apttus_new_logo.png

Private equity firm Thoma Bravo acquires quote-to-cash solution provider Apttus

by MSDW Reporter

Firm adds another mid-market vendor that touches the Microsoft Dynamics channel.

Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Power Automate Sales Sales & Marketing Sales Quoting Sales/Product Configurator Salesforce

eXtreme365: Microsoft Dynamics 365 vision draws ever closer to LinkedIn, Office 365, Azure Cognitive Services

by Jason Gumpert
Addressing Dynamics 365 partners, Microsoft Technical Fellow Mike Ehrenberg stressed the importance of data, tools surrounding Dynamics as key to future success.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Insurance LinkedIn

Digital transformation with applied AI: The role of Microsoft Dynamics 365, Teams, and Office 365

by Kamal Ahluwalia
A noticeable change at this year’s Envision event was the interest and level of discussion around the topic of AI.
Artificial Intelligence (AI) CPQ (Configure, Price, Quote) Dynamics 365 Sales Quoting

Microsoft Dynamics Partner Roundup: Identity governance; Data security, tax platforms for D365; Sales quoting

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Power Automate Sales Quoting Security Tax Management User Management

Predictive analytics and Microsoft Dynamics AX: How JJ Food Service delivers real customer engagement results

by Linda Rosencrance
UK-based food distributor streamlines customer calls and enables customized deals, cross sell opportunities with Dynamics AX services.
BI and Reporting Business Performance Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Finance and Operations Food & Beverage

Microsoft Dynamics Partner Roundup: NAV mobile app; Digital transaction app; New ICSP; New ISV CEO

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
AppSource Business Central CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations

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10 Reasons Why Insight Works is Your Ultimate Business Central ISV

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

HORTUS Digital

Copilot Sales Line Suggestion in Dynamics 365 Business Central

WebSan Solutions

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

Sikich

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions
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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

American Freight Furniture Uses D365 and enVista OMS for Unified Commerce Across 300+ Stores

enVista

Reduced maintenance costs by moving 30+ POS instances to one cloud-based solution

Customer Service Dynamics 365 E-Commerce Finance and Operations Furniture Order Management Power BI Power Platform Retail Retail POS Sales Order Processing Sales Quoting
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MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

Product Configurator

Simplify creating BOMs and routing to make quote and order generation more efficient. Product Configurator is an add-on for...
Bill Of Material Mgmt Business Central Business Process Mgmt Business Rules Mgmt Distribution Dynamics 365 Dynamics NAV Engineering Manufacturing Retail Sales Order Processing Sales Quoting
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