Sales news & resources

From the Microsoft Dynamics 365 CRM Blogs: Field service bookings; Improve sales efficiency; Routing rule administration; Field Service schedule board

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Contact Center Contact Center Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Email Management Field Service Field Service Sales
A book, clock, and mug on a table

5 Tactical Ways to Strengthen Sales with Marketing Automation

by Linda Rosencrance
How different roles can collaborate to apply metrics, develop campaigns, and deliver better results
Customer Engagement Dynamics 365 Marketing Automation Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Quote and order emails; Copilot for D365 Sales; Address management; Marketing features

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

From the Microsoft Dynamics 365 CE/CRM Blogs: Sales journeys; Customer retention; Integrated search providers; Mastering sales territories

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing
Microsoft Sales Agent

Microsoft announces new AI agents, accelerator program for sellers

by Jason Gumpert
New Sales Agent can close some sales on its own, Microsoft claims
Copilot Customer Engagement Customer Service Dynamics 365 Field Service Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Data visibility in D365CE; Dynamic email signatures; Streamlining data access; Copilot record summaries

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

From the Microsoft Dynamics 365 CRM Blogs: Manage cases; Natural language search; Copilot page; Customer Service timeline

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

From the Microsoft Dynamics 365 CE/CRM Blogs: Autonomous agents; Field-level security; Update data; Customer Service Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Contact Center Copilot Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Opportunity to quote; Field-level security; Update data; Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales Quoting

From the Microsoft Dynamics 365 Customer Engagement Blogs: Customer Insights – Data; AIClassify; Smart agents; New Sales features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Insights Dynamics 365 Field Service Marketing Power Automate Power Platform Sales

LATEST VENDOR RESOURCES

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Top 3 Benefits of Dynamics 365 Automated Testing to Maximize Your IT Efficiency

TheTestMart
More Sales Videos

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

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
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales

(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

Binary Stream
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

Binary Stream
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

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
More Sales White Papers

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

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
More Sales Case Studies

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...
Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Sales Sales/Product Configurator

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...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
More Sales Solutions