Sales Quoting news & resources

From the Microsoft Dynamics CRM Blogs: Primary/secondary emails; Editable grids; Price List; Hyperlinked fields

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM blogs
Dynamics CRM Email Management Inventory Management Sales Quoting

CPQ: The ultimate sales enabler for Microsoft Dynamics users

by Lou Washington
Configure-price-quote capability, backed up by Dynamics AX or Dynamics CRM, means salespeople doesn’t have to say “I’ll check with the office and get back to you.”
CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Electronics Fabless Semiconductor Finance and Operations Manufacturing Manufacturing Sales Quoting

Sitecore unveils major release of Sitecore Commerce at NRF Big Show

by Dann Anthony Maurno
The easy customer experience should be both lifelong and easy on the seller too, says Sitecore.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Marketing NRF BIG Show 2017 Retail POS

Norsync platform enables offline data sync for mobile Microsoft Dynamics CRM

by Dann Anthony Maurno
Quiet collaboration with Norwegian company enables cross-platform one-time coding for Dynamics CRM
Commerce Customer Engagement Data Integration Dynamics 365 Dynamics CRM Marketing Mobile Applications Rebates Retail Retail POS Sales Sales & Marketing

Microsoft Dynamics Webcasts This Week: Self-service portals; Auditing with NAV; AP management; Great field service; 365 roadmap

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting Auditing BI and Reporting Business Central Business Process Mgmt Credit Card Processing Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration

Microsoft Displaces Salesforce at HP in One of Largest-Ever Dynamics CRM Online Deals

by Jason Gumpert
Win includes CRM Online, new commitments by HP to Azure, Office 365, Power BI
Azure CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Electronics Marketing Power BI Power BI

B2B E-Commerce: Beyond Basic Data for ERP Integration

by Vishnu Modi
Credit limits, complementing sales, quotes are among the non-integrated functions, says i95Dev’s Vishnu Modi
Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL E-Commerce Finance and Operations Sales Order Processing Sales Quoting

Dynamics AX 2012 Available-to-Promise (ATP): Are You Using It to Full Effect?

by Evert Bos
Available-to-promise quantities change daily. How, in Dynamics AX 2012, do you reconcile inventory with demand? Evert J. Bos of Sikich shares some insights and best practices.
AX 2012 AX 2012 R3 Dynamics AX Inventory Management Manufacturing Manufacturing Sales Quoting

PandaDoc's Document Automation Offering Now Integrates With Microsoft Dynamics CRM

by Jason Gumpert
Document automation startup offers e-signatures, document templates, and analytics for sales and other CRM-related document sharing.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales

Microsoft Dynamics Partner Roundup: AX Advanced Payroll in Canada; Lead-to-contract partnership; GP for food and beverage; NAV at museum

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central CPQ (Configure, Price, Quote) Configuration & Development Contract Management Customer Relationship Mgmt Donor Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Food & Beverage

LATEST VENDOR RESOURCES

Enhancing the Rich Capabilities of D365 Finance & SCM with Experlogix CPQ

Experlogix

Insight Works Sponsors DynamicsCon LIVE 2024

Insight Works

Insight Works: 10th Year Sponsoring Directions North America 2024

Insight Works

Patagonia Achieves Omnichannel Success and Elevates its Customer Journey with Vertex Tax Solutions and Microsoft D365

Vertex, Inc.

Did you know you could do *this* with Lasernet?

Formpipe Software
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Manufacturing Success for 2023: It’s Time to Go Digital

Experlogix

How manufacturers are making their sales journey faster, more accurate, and easier to integrate with the addition of CPQ software

Business Central CPQ (Configure, Price, Quote) Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Manufacturing Sales Quoting Sales/Product Configurator

Marketing Tips for B2C eCommerce Businesses

Dynamics eShop

The eCommerce industry has taken off and continues to grow

Accounting Agriculture Architecture Automotive Construction Consumer Goods Distribution Dynamics 365 Dynamics Marketing Dynamics NAV Energy Fashion

An Equipment Manufacturer’s Guide to CPQ, CRM and ERP

Experlogix

How to better compete in a digital, customer-centric world with end-to-end quote to invoice automation

Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Industrial Equipment Invoice Processing Manufacturing

(Infographic) 7 Key Clauses Commonly Found in SaaS Contracts

Binary Stream

This infographic breaks down seven key clauses found in most SaaS contracts

AP Automation Advanced Pricing Associations BI and Reporting Bill Of Material Mgmt Billing Budgeting Business Central Business Performance Mgmt CPQ (Configure, Price, Quote) Complex Billing Consumer Goods

Infographic: 4 Creative Ways Hospitality Can Take Advantage of the Subscription Economy

Binary Stream

Uncover how four leading companies in the hospitality industry are tapping into the subscription economy

Accounting Advanced Pricing Associations Azure Bill Of Material Mgmt Billing Business Central CPQ (Configure, Price, Quote) Consumer Goods Dynamics 365 Dynamics AX Dynamics GP
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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...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

2 Day Workshop: Microsoft Sales Copilot

Let Sikich Help You Supercharge Your Sales with Microsoft Sales Copilot Microsoft Sales Copilot is a seller experience...
AI Aerospace & Defense Automotive Customer Engagement Distribution Dynamics 365 Dynamics CRM Education Industrial Equipment Manufacturing Professional Services Sales & Marketing

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

Experlogix CPQ Microsoft Dynamics 365 for Customer Engagement/Sales

Quote it Fast. Sell it Right. Regardless of how you sell - direct, indirect and via the web - Experlogix CPQ simplifies your...
CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics CRM Sales Sales Quoting Sales/Product Configurator

Experlogix CPQ Microsoft Dynamics 365 for Business Central

Quote it Fast. Sell it Right. Regardless of how you sell - direct, indirect and via the web - Experlogix CPQ simplifies your...
Business Central CPQ (Configure, Price, Quote) Dynamics 365 Dynamics GP Dynamics NAV Sales Quoting Sales/Product Configurator
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