Sales news & resources

From the Microsoft Dynamics 365 CRM Blogs: Customer Service Copilot; Extend dialogs; Personal settings; AI summaries

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Marketing consent; Sales strategies; Dialer enhancements; Clone order records

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

From the Microsoft Dynamics 365 CE/CRM Blogs: Automate processes; Embed Power BI; Enhance Customer Service

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM/CE blogs
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Data Management Dynamics 365 Dynamics CRM Field Service Field Service Sales
People.ai integrated with Microsoft Dynamics 365 Sales

People.ai announces Microsoft Dynamics 365 Sales integration

by MSDW Reporter
People.ai's seller insights aim to augment data, monitor deal health, and deliver next steps
Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Refresh CRM subgrid; Email attachments; Custom views; Managing work orders

by MSDW Reporter
A selection of the latest insights from the Dynamics 365 CRM blogs
Customer Engagement Customer Experience (CX) Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Email Management Power Apps Power Platform Sales Sales & Marketing
msft-sign-building.jpg

Price increases are coming to some Microsoft Dynamics 365 apps

by Jason Gumpert
Changes coming in October to enterprise CRM and ERP applications
Commerce Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Microsoft Corporate Project Operations Sales

Newest Dynamics 365 License Guide raises questions on Power Apps subscription rights

by Jason Gumpert
Analyst raises questions about Microsoft policies with Power Apps operating on key Dataverse tables
Customer Engagement Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

15 Key Showcase Takeaways: Cool Tools Built On Power Platform for Dynamics 365

by Anya Ciecierski
Vendors preview the highlights of their demos at this upcoming event
Billing Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Marketing Automation Portals Power Platform Sales Sales & Marketing

Travel Insurance Industry’s Email Problem: Storage strategies for Microsoft customers

by Ankit Shah
In an email-intensive industry like travel insurance, organizations need a plan to avoid costly storage mistakes
Azure BI and Reporting Customer Engagement Customer Service Data Management Data Warehousing Databases Dynamics 365 Email Management Insurance Sales Storage

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

LATEST VENDOR RESOURCES

Introducing The Knowledge Hub

Coffee + Dunn

Default Views in Dynamics 365 CRM

Encore Business Solutions

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions
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Project Management HEADSTART for Microsoft Dynamics 365 Sales

Sikich
A project management solution to help you manage your workforce effectively.
BI and Reporting Customer Engagement Dynamics 365 Project Management Sales

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
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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

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform
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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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