Sales news & resources

Nine Steps to Getting the HubSpot-Dynamics 365/CRM Integration You Need and Want

by John Joseph
Why you will get more value out of an integration and the systems that are custom designed to fit your needs.
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM HubSpot Marketing Marketing Automation Sales Sales & Marketing

TeamViewer integrates remote access tools with Microsoft Dynamics 365

by MSDW Reporter
Sales and service integration now available on AppSource.
AppSource Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

22 Steps to deliver 'killer' CRM training, Part 2: Engage with students in the classroom and beyond

by Iain Wicks
CRM training doesn't end at the classroom door, so be prepared to make learning a core component of your organization's solution.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Training

22 Steps to deliver 'killer' CRM training, Part 1: Preparation and Delivery

by Iain Wicks
From setting goals to creating a clear agenda, a CRM trainer has much to do before the students even arrive.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Training

Microsoft Dynamics Partner Roundup: Subscription billing; Retail CRM; D365 in Saudi Arabia; Insurance accelerator

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Insurance Marketing

Summit EMEA News & Notes, Part 2: Microsoft Dynamics 365 for Customer Experience

by Jason Gumpert
Microsoft seems destined to blur product lines even further, based on presentations at Summit EMEA
BI and Reporting Bots Business Performance Mgmt Business Process Mgmt Business Rules Mgmt CDS CDS for Analytics CDS for Apps Customer Engagement Customer Relationship Mgmt Customer Service Customer Service

24 Hour Fitness to deploy Microsoft Dynamics 365 for Sales with Adobe Experience Cloud

by MSDW Reporter
Aims to combined view of guests, members, performance, and messaging for its different business units and across 420 clubs.
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) SaaS Sales Sales & Marketing

Executive Q&A: Changing attitudes toward cloud solutions in the Not-for-Profit (NFP) space

by Jason Gumpert
NFP partner explains where Dynamics 365 and related Microsoft solutions fit into the sector's needs.
Accounting BI and Reporting Budgeting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Executive Q&A

360 Vertical Solutions merges with SAGlobal, growing the Microsoft partner's services industry reach

by Jason Gumpert
Deal increases SAGlobal's presence to 18 countries and adds CRM reach into legal, AEC industries.
Architecture Azure BI and Reporting Construction Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations HR Management Labor Management

MSDW Podcast: Early reaction as Dynamics 365 for Marketing, Sales Professional reach the market

by Jason Gumpert
Diving into the CRM spring wave from the partner perspective.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MSDW Podcast Marketing Marketing Automation Power Automate Sales Sales & Marketing licenses

LATEST VENDOR RESOURCES

Enhancing Views With Charts in Dynamics 365 CRM

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Best Practices for Lead Management in Dynamics 365 CRM

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Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

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Unleash Copilot in Dynamics 365 Customer Engagement

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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 Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

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

Achieving Greater Insight, Not Bigger Data

Prodware

Shift your focus from data to insight to produce the right product at the right time

AI AI and Machine Learning Automated Data Collection Azure Consumer Goods Customer Engagement Customer Experience (CX) Customer Insights Customer Service Customer Service Insights Data Management Databases
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Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights

How This Wedding Venue Business Nailed Their Salesforce to Dynamics 365 Sales Migration

Dynamics Square USA
A smarter move from Salesforce to Dynamics 365 Sales
Customer Engagement Data Migration Dynamics 365 Sales
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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
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