Sales news & resources

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

From the Microsoft Dynamics 365 CRM Blogs: Org charts; Resource scheduling; Debugging JavaScript code; Import outbound emails

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Dynamics 365 Field Service Field Service Marketing Resource Dispatch & Scheduling Sales

4 Benefits of Standardizing Your Sales Process

by Sam Kumar

Reasons why you need to have a sales playbook for your sales team

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing
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Inspire 2023: Viva Sales makes way for Microsoft Sales Copilot

by Jason Gumpert

Sales Copilot, the new brand name for Viva Sales, adds new capabilities

AI AI and Machine Learning Azure Customer Engagement Dynamics 365 Sales Sales & Marketing

Microsoft Cloud for Nonprofit adding Copilot AI features to Fundraising and Engagement

by Jason Gumpert

New AI-based tools from nonprofit partners aimed at humanitarian aid organizations, fundraisers, marekters

BI and Reporting Collaborative Workspaces Customer Engagement Dynamics 365 Fundraising Marketing Not For Profit Power Platform Sales Sales & Marketing
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Directions North America 2023 Preview: Microsoft's Monique Hayward

by Jason Gumpert

Microsoft's senior director and ecosystem lead for Business Applications marketing previews her plans for the conference

Business Central Customer Engagement Dynamics 365 Power Platform Sales
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Microsoft previews AI-based email authoring for Viva Sales using Azure OpenAI Service and GPT

by MSDW Reporter

The preview uses Microsoft 365 Graph and CRM data to craft a variety of common seller email responses

AI and Machine Learning Azure OpenAI Sales Sales & Marketing Salesforce

9 Key Takeaways Microsoft Dynamics 365 Sales & Marketing Users Can Expect from the Productivity Tools Showcase

by Anya Ciecierski

Presenters offer a sneak preview of the information attendees can expect to take away from the event

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Power Platform Sales Sales & Marketing Training
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2022 Year in Review: Microsoft Dynamics 365 expert insights

by Jason Gumpert

Contributing writers demonstrate why technology decision makers need to keep a broad perspective moving into 2023

Business Central Customer Engagement Data Integration Data Management Databases Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Birthday reminders; Subscription lists: Email bounces; Omnichannel for Customer Service

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CE/CRM blogs

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

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Building Scalable Sales Processes with Automated Playbooks in Microsoft Dynamics 365 CRM

Inogic

WhatsApp Integration with Dynamics 365 CRM: An Exclusive First Look at WhatsApp4Dynamics

Inogic

Measure User Engagement & Identify Low-Adopters with User Adoption Monitor in Dynamics 365 CRM

Inogic

Gamification in Microsoft Dynamics 365: Increase Engagement, Productivity, and Sales

Inogic

Harnessing the Future of Dynamics 365: Unleash the Potential of Microsoft's Commercial Generative AI & Copilot

Stratos Cloud Alliance
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The Better Subscription Billing Bible

Binary Stream
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

Binary Stream
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

Tax Challenges Affecting the Manufacturing Industry

Vertex, Inc.
How your business can use Vertex tax solutions for Microsoft Dynamics 365 to alleviate burdens and fuel growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

How Retailers Can Overcome 7 Common Tax Compliance Challenges

Vertex, Inc.
Leveraging the cloud-based integration of Vertex with Microsoft Dynamics 365 Commerce can provide retailers powerful benefits.
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

Taking the Pain Out of Tax with Microsoft Dynamics 365

Vertex, Inc.
How powerful tax technology can support your business growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS
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Case Study: One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

Binary Stream
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

Ukraine War Animals Relief Fund Uses Maplytics to Help Find Animal Shelters

Inogic

The nonprofit society uses Maplytics to trace and plot the shelters that rescue the animals rendered homeless during the War and trace their needs for food, medicine, or o...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Not For Profit Power Apps Route Optimization Sales Web-based Mapping

Alta Equipment Group uses Maplytics as a Geo-Mapping Solution for its Salespeople

Inogic

Alta Equipment Group uses Maplytics as a geo-mapping solution for its Salespeople and is used to optimize their commute time and daily schedule

Construction Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Route Optimization Sales Web-based Mapping

Performance Brokerage Services uses Maplytics to identify and plot the dealerships!

Inogic

Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytic...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Financial Services Power Apps Professional Services Route Optimization Sales Web-based Mapping

Trefor uses Maplytics to prevent their clients from a longer downtime

Inogic

Radius Search and Optimized Routing work up as a team to aid the Trefor group in spotting the affected stations and assigning the right technicians there, quickly

Customer Service Dynamics CRM Field Service Power Platform Route Optimization Sales Scheduling Travel Management Utilities
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Approval Manager for Dynamics 365

The add-on Approval Manager for Dynamics 365 Project Operations helps you streamline approval processes for time and expense...
Architecture Automotive Chemicals Communications Construction Customer Engagement Customer Service Design & Decorating Dynamics 365 Engineering Enterprise Asset Mgmt Expense Management

proRM Fast Start

proRM Fast Start is the perfect project and resource management app for Dynamics 365 and specifically tailored to the...
Architecture Automotive BI and Reporting Billing Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics CRM Electronics Engineering

Lead Assignment and Distribution Automation in Dynamics 365 CRM

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Sales

Mind Map View in Dynamics 365 CRM - Map My Relationships

Visualize key information related to the record in a single view Map My Relationships enables users to visualize key...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Project Service Automation Sales

Card-Based Kanban View for Dynamics 365 CRM - Kanban Board

Kanban view of records with the ability to quickly update or add activities against the records. Kanban Board is a...
Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Sales
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