Sales news & resources

From the Microsoft Dynamics 365 CRM Blogs: AI scoring; Top Dynamics reports; Resource pay types; Extending Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Power BI Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Collaboration via notes; Marketing updates; Default dashboard; Case creation

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
Sales Qualification Agent for Dynamics 365 Sales

Microsoft announces ten new AI scenarios in Dynamics 365 apps as part of autonomous agent push

by Jason Gumpert
New scenarios across D365 apps support the larger push for Copilot Studio
Accounting Business Central Copilot Copilot Studio Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Knowledge Management Power Platform

From the Microsoft Dynamics 365 CE/CRM Blogs: Unified routing agent availability; Lead scoring; Field service trades and trade coverages

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Marketing Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Warehouse and inventory; Track site visits; Lead qualification; AI-generated account summary

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Field Service Field Service Inventory Management Marketing Marketing Automation Sales

From the Microsoft Dynamics 365 CE/CRM Blogs: Modernize forms; Audio files in IVR; Streamlining workflows; Customize record forms

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Business Process Mgmt Contact Center Contact Center Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Workflow Management

From the Microsoft Dynamics 365 CRM Blogs: Process returns; Marketing calendar; Optimize dashboard; Aligning sales & marketing

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Dynamics 365 Field Service Field Service Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Dark mode; Track site visits; Relationship Sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Customer Service wave 2; Customer journey map; Copilot to boost sales; Radius search

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Marketing Automation Sales Sales & Marketing Web-based Mapping

Microsoft Dynamics Partner Roundup: Partnership; Acquisition; PCI DSS 4.0 validation; Solution on AppSource

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Architecture Customer Engagement Dynamics 365 Engineering Finance and Operations Partner Relationship Management (PRM) Payment Processing Project Management Project Operations Sales Service Management xRM

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Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
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(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

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This guide is designed to concentrate on actionable steps
AI Bill Of Material Mgmt Complex Billing Customer Engagement Customer Insights Customer Service Dynamics 365 Fraud Protection Marketing Insights Revenue recognition Sales Sales Insights

A Guide to Understanding Revenue Leakage’s Causes

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This booklet Explore the core causes of revenue leakage, how it impacts your company and examples of where it might be occurring in your business today
AI Bill Of Material Mgmt Budgeting Business Process Mgmt Customer Engagement Development Dynamics 365 Dynamics Marketing Finance and Operations Financial Management Fraud Protection Invoice Processing

The Better Subscription Billing Bible

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How to streamline your recurring revenue today
Accounting Advanced Pricing Billing Business Central CPQ (Configure, Price, Quote) Complex Billing Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Financial Management

Navigating The Rising Administrative Challenges Healthcare Faces

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This booklet explores the core financial administration challenges that healthcare faces, offering strategic solutions for each
Business Central Customer Engagement Dynamics 365 Dynamics NAV Healthcare Sales
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Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales

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

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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
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TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

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

Experlogix Visual CPQ

See your products come to life with Visual CPQ. The Visual CPQ optional module provides Experlogix CPQ users with a powerful...
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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

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
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