Sales news & resources

Pocketstop integrates communication, loyalty solutions with Dynamics AX, CRM

by Linda Rosencrance
Pocketstop’s Loyalty and Rewards Platform to integrate with AX; Broadcast API to integrate with CRM Online
AX 2012 R3 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Marketing Automation Mobile Applications

From the Microsoft Dynamics CRM Blogs: Fixing status reasons; Option set labels via OData + Power Query; CRM 2013 Load Balancing; Early v. late binding performance

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Performance Mgmt CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Marketing Automation Power BI

How adding 'Insights' to Microsoft Dynamics CRM has boosted one GP partner's sale intelligence in unexpected ways

by Mark Anderson
The free solution for CRM Online professional users has yielded unexpected benefits, says one Microsoft partner
CRM 2013 Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Dynamics GP Marketing Professional Services SaaS Sales Sales & Marketing

Microsoft Social Listening now rolling out to Dynamics CRM Online customers

by Jason Gumpert
Provisioning for eligible customers taking place throughout August
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing Social CRM Social Networks

InfoHounds mortgage customer retention tool integrates with Microsoft Dynamics CRM

by Linda Rosencrance
Integration aims to boost customer retention by adding mortgage market data to CRM
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Financial Services Loan Management Marketing Marketing Automation Sales Sales & Marketing

Microsoft extends Dynamics CRM Online to 17 new locations, adds Brazil data center

by Jason Gumpert
Dynamics CRM Online is now available in four global regions serving over 50 global markets
CRM Online Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Sales Sales & Marketing

Dynamics Profile: Development of a Microsoft Dynamics CRM professional, from student to MVP

by Linda Rosencrance
Atilio Rosas Estigarribia found Dynamics CRM as a student. Ten years later his professional development with the product continues.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MVP Marketing Sales Sales & Marketing xRM

Microsoft to partners: Dynamics CRM pursuing aggressive customer growth, product improvement, integrated vision

by Jason Gumpert
Dynamics CRM pitches vision for connecting sales, marketing, and customer care, with social as the fabric
BI and Reporting CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Marketing Resource Mgmt (MRM)

How We’re Using Microsoft Dynamics: AX 2012 R2 motoring across a company in three phases

by Bridget McCrea
How one automotive restoration and performance products seller plans to deploy AX from sales and marketing to call centers, product management, logistics and beyond
Accounting Commerce Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX E-Commerce Financial Management Logistics Marketing

TinderBox integrates its sales automation software with Microsoft Dynamics CRM

by Jason Gumpert
Four year old venture-funded firm developing partner alliances in Microsoft channel
Customer Engagement Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing Sales Sales & Marketing Sales & Ops Planning Sales Quoting

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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

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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

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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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How Pinnacle Textiles Boosted Sales and Unburdened Service Teams with Dynamics GP-Integrated Ecommerce

k-ecommerce
How k-ecommerce Helped Pinnacle Textiles Reach Their Ecommerce and Customer Service Goals
Business Central Commerce Customer Engagement Dynamics 365 Dynamics GP Sales Textile & Apparel

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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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

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