Marketing news & resources

Embracing a CRM Initiative in Banking, Financial Services, and Insurance (BFSI)

by Pani Harito
Exploring three challenges facing the BFSI industry that will result in new efforts to improve customer experiences.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing Sales Sales & Marketing Social Networks

Microsoft Dynamics Partner Roundup: Cloud Voice and Video for CRM Online; Social Selling for CRM; AX Practice Leader; AX Publishing Win

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Media & Entertainment Sales Sales & Marketing Unified Communication

Microsoft Announces Dynamics 365, Its New Approach to Cloud-based Business Apps

by Jason Gumpert
Dynamics 365 and AppSource will launch in autumn 2016 as a new offering that can provide ERP and CRM capabilities and add-ons according to specific user needs.
Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management

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

Sonoma Partners: Cloud CRM Partner of the Year Delivers for Microsoft

by Linda Rosencrance
Wins award despite splitting its CRM competency between Dynamics CRM and Salesforce
Architecture Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics CRM Online Engineering Manufacturing Marketing

How Zones Revived a Complex CRM Project and Created a Unified Customer Experience

by Jason Gumpert
Global technology provider Zones deployed Dynamics CRM to redefine the workplace experience by improving collaboration and unifying customer-facing efforts.
BI and Reporting Business Process Mgmt Business Rules Mgmt CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Dynamics 365

MasterCard Offers Microsoft Dynamics AX Customers Simplify Commerce

by Linda Rosencrance
Simplify Commerce by MasterCard is PCI compliant and can be integrated to AX for mobile, e-commerce, and call center channels.
Commerce Credit Card Processing Customer Engagement Dynamics 365 Dynamics AX E-Commerce Marketing Payment Processing Retail Retail POS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Account-Based Marketing; Education win for Dynamics CRM; Coveo Search Managed Services; RMS plugin

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel 
Customer Engagement Dynamics 365 Dynamics CRM Dynamics RMS Education Marketing Marketing Automation Retail POS Sales Sales & Marketing

LinkedIn Brings a Step-Change in Market Intelligence for Dynamics CRM Users

by Jason Gumpert
LinkedIn is not the only important external source of sales, marketing, and customer service information, but its introduction could be pivotal to Microsoft's future, experts...
Business Performance Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM LinkedIn Marketing Sales Sales & Marketing

Are You Still in the Dark About the Quality of Your Data?

by Martin Doyle
Data quality requirements may seem abstract, but scratch the surface and it is easy to find wide ranging implications for inaccurate information about your customers and pros...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

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Integrating Dynamics 365 CE with Marketing Automation for Greater ROI

emfluence
Unlock the full potential of your CRM—discover how integrating D365 with marketing automation drives better results and greater ROI!
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Revenue Recognition Module Deprecation in D365 Finance and Next Steps

Binary Stream
Learn what factors to consider when migrating from RevRec to Subscription Billing, and explore what the most crucial steps to take
AI Bill Of Material Mgmt Business Central Customer Engagement Customer Insights Customer Service Databases Development Dynamics 365 Finance and Operations Financial Services Marketing

5 Simple Steps for Safeguarding Your Revenue

Binary Stream
This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice

5 Simple Steps to Revenue Leakage Prevention

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Actionable steps to help you to identify specific profit drain issues and find practical solutions
Accounting Auditing Business Process Mgmt Customer Engagement Dynamics 365 Finance and Operations Fraud Protection Marketing Marketing Insights Mixed Reality Preventive Maintenance Product Visualize

The Ultimate Guide to Implementing Revenue Operations 

Binary Stream
This comprehensive guide takes you through each step of the RevOps process, offering valuable insights into fostering cross-functional collaboration at each transitional stage
AI Azure Business Central Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Development Dynamics 365 Finance and Operations Financial Management
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Infographic: Enhancing City of Austin’s Economic Development with Microsoft Dynamics 365 CRM

Sikich
Discover how the City of Austin's Economic Development Department leveraged Microsoft Dynamics 365 CE to drive economic growth and operational success.
Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Government Marketing Power Apps Power Automate Power Platform Sales Insights

One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

Binary Stream
Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Aventics Implements Dynamics D365/CRM to Create a Common "Sales" Language Across the Business

Alithya

Able to integrate existing Microsoft technology and move to the cloud

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Marketing Sales Sales & Marketing

Synthetic Diamond Manufacturer, Element Six, Switches from SalesForce to Microsoft Dynamics CRM

Alithya
Lower cost to maintain Dynamics CRM than Salesforce.com
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Marketing Sales Sales & Marketing
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emfluence Marketing Platform

The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
Customer Engagement Customer Insights Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights Power Apps Sales

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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

ClickDimensions: Email Marketing and Marketing Automation for Microsoft Dynamics CRM

ClickDimensions is the top rated, Microsoft-certified Marketing Automation solution for Microsoft Dynamics CRM...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing
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