Customer Insights - Journeys (Marketing) news & resources

Fundamentals of Defining a Material Item Using Microsoft Dynamics AX

by Scott Hamilton
Reviewing some of the fundamentals of defining a material item within AX, and how to support the differing viewpoints
AX 2012 R3 AX 7 Bill Of Material Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Distribution Dynamics 365 Dynamics AX Manufacturing Purchasing Quality Control

NBA Team Reboots Customer Engagement with Microsoft Dynamics CRM Upgrade, Data Management Refresh

by Jason Gumpert
The Oklahoma City Thunder wanted to take their sales and fan experience from good to great, and they were willing to rethink both CRM and data management to get there
BI and Reporting CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Data Warehousing Dynamics 365 Dynamics CRM

No Longer Salesforce-Only, Apttus Intelligent Cloud Now Native to Microsoft

by Dann Anthony Maurno
The quote-to-cash solution that was available only to Salesforce users now runs natively on Azure and interfaces with Dynamics CRM.
CPQ (Configure, Price, Quote) Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Envision 2016 Power Automate Sales Sales & Marketing Sales Order Processing Sales Quoting

Microsoft Dynamics Partner Roundup: Predictive Marketing for Dynamics CRM; Partnering for HRMS; NAV for IT Services Firm

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Artificial Intelligence (AI) Business Central Customer Engagement Customer Insights - Journeys (Marketing) Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV E-Commerce HR Management

Vertafore and Microsoft Extend Dynamics CRM Technology Capabilities for Insurance Producers

by Dann Anthony Maurno
Leveraging Microsoft Dynamics CRM, Vertafore Agency SalesTrack brings insurance agents a sales management tool to drive customers from lead through sale.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Insurance Insurance Lead management Sales Sales & Marketing Sales Order Processing

SalesPad to Invest $3.85 Million, Add 91 Jobs in Michigan

by Linda Rosencrance
ISV will nearly double its staff with development, support talent.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP Inventory Management Order Management Purchasing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Sales Quoting

Business Apps Firm Fusion5 Acquires Koorb's Microsoft Dynamics CRM and SharePoint Practice

by Jason Gumpert
Move follows Koorb's 2015 sale of AX practice.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing xRM

Microsoft Dynamics and the Millennial Workforce: Can CRM 2016 Deliver?

by Angela Grom
How does CRM 2016 align with what we know about the work habits and interests of millenials?
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Mobile Applications SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: E-Signatures CRM Dev Project; CRM VAR Acquired; Payments for GP; ERP VAR Deal

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Associations Customer Engagement Customer Insights - Journeys (Marketing) Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Education Fashion Government Payment Processing

Microsoft Previews Task Flows in Dynamics CRM 2016: Guided User Experiences for Mobile

by Dann Anthony Maurno
Now in preview, user-level task flows provide a guided experience without the forms, grids, or navigation.
Business Process Mgmt CRM 2016 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

LATEST VENDOR RESOURCES

From Pain Points to Boardroom Priorities: Elevate Data Quality with Executive Ready Messaging

Plauti

Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights

Coffee + Dunn

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies

Copilot features in Dynamics 365 Customer Insights - Journeys

Syvantis Technologies

Syvantis Learn | What is it?

Syvantis Technologies
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Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

Breaking Silos: The Strategic Advantage of Sales & Marketing Alignment

Coffee + Dunn
Explore the strategic benefits of aligning sales and marketing, from first touch to closed deal.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Sales & Marketing

Connecting Marketing Impact to Revenue Growth: Building a Modern Value Measurement Framework

Coffee + Dunn
A practical model that connects performance metrics across stages, departments, and systems
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Sales & Marketing

Connect the Customer Journey with Dynamics and Marketing Automation

emfluence
Unify your CRM and marketing automation to deliver smarter, more connected customer experiences that drive revenue.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Sales Sales & Marketing

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
Business Central Commerce Copilot Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Dynamics GP
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Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

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 - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Government Power Apps Power Automate Power Platform
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Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security
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