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From the Microsoft Dynamics 365 CRM Blogs: Auto assign leads; Resource allocation; Hierarchical view button; Outbound sales
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI
Customer Engagement
Customer Insights
Dynamics 365
Field Service
Field Service
Marketing
Sales
Sales & Marketing
From the Microsoft Dynamics 365 CRM Blogs: Contact point consent records; Extending Copilot; Email tracking; Quick scheduling
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot
Customer Engagement
Dynamics 365
Dynamics CRM
Email Management
Field Service
Marketing
Marketing Automation
Sales
Sales & Marketing
Microsoft Dynamics Partner Roundup: Data security; Energy win; HR & workforce acquisition; APAC exec hire
by
MSDW
Reporter
A selection of announcements from the Dynamics partner channel
Business Central
Customer Engagement
Data Management
Dynamics 365
Energy
Field Service
Professional Services
Project Operations
Sales
Security
From the Microsoft Dynamics 365 CRM Blogs: Outbound segments; Queue items control; Locking fields; Document summary
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI
Copilot
Customer Engagement
Customer Insights
Customer Service
Customer Service
Dynamics 365
Field Service
Field Service
Marketing
Marketing Automation
Sales
From the Microsoft Dynamics 365 CRM Blogs: AI scoring; Top Dynamics reports; Resource pay types; Extending Copilot
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting
Copilot
Customer Engagement
Dynamics 365
Dynamics CRM
Field Service
Field Service
Power BI
Power Platform
Sales
Sales & Marketing
From the Microsoft Dynamics 365 CRM Blogs: Collaboration via notes; Marketing updates; Default dashboard; Case creation
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Marketing
Sales
Sales & Marketing
Microsoft announces ten new AI scenarios in Dynamics 365 apps as part of autonomous agent push
by
Jason
Gumpert
New scenarios across D365 apps support the larger push for Copilot Studio
Accounting
Business Central
Copilot
Copilot Studio
Customer Engagement
Customer Service
Dynamics 365
Field Service
Finance and Operations
Financial Management
Knowledge Management
Power Platform
From the Microsoft Dynamics 365 CE/CRM Blogs: Unified routing agent availability; Lead scoring; Field service trades and trade coverages
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Customer Engagement
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Field Service
Field Service
Marketing
Sales
Sales & Marketing
From the Microsoft Dynamics 365 CRM Blogs: Warehouse and inventory; Track site visits; Lead qualification; AI-generated account summary
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot
Customer Engagement
Customer Relationship Mgmt
Customer Service
Data Integration
Dynamics 365
Field Service
Field Service
Inventory Management
Marketing
Marketing Automation
Sales
From the Microsoft Dynamics 365 CE/CRM Blogs: Modernize forms; Audio files in IVR; Streamlining workflows; Customize record forms
by
MSDW
Reporter
A selection of the latest insight from the Dynamics 365 CE blogs
Business Process Mgmt
Contact Center
Contact Center
Customer Engagement
Customer Experience (CX)
Customer Relationship Mgmt
Customer Service
Customer Service
Dynamics 365
Dynamics CRM
Sales
Workflow Management
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Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365
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(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software
Binary Stream
This guide is designed to concentrate on actionable steps
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A Guide to Understanding Revenue Leakage’s Causes
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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
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The Better Subscription Billing Bible
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How to streamline your recurring revenue today
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Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365
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Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
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Dynamics CRM
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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
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Automotive
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Chemicals
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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
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Aerospace & Defense
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Associations
Automated Testing
Automotive
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Boating
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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
Consolidating CRM Systems for a Marine Construction Company
Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction
Customer Engagement
Customer Relationship Mgmt
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TheTestMart: Automated Testing for Microsoft Dynamics 365
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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...
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Experlogix Visual CPQ
See your products come to life with Visual CPQ. The Visual CPQ optional module provides Experlogix CPQ users with a powerful...
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Experlogix CPQ Microsoft Dynamics 365 for Customer Engagement/Sales
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Sales Quoting
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Velaro
Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
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