Sales news & resources

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My favorite new features coming to Microsoft Dynamics 365 Sales, Marketing, and Customer Service in 2021 release wave 2

by Heidi Neuhauser

15 new and updated capabilities that are sure to improve customer experiences

Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Marketing Automation Sales Sales & Marketing Telephony
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Digital adoption vendor Whatfix launches Dynamics 365 CE integration

by MSDW Reporter

Adds to company's Microsoft integration suite that includes Teams, Office 365, SharePoint

Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Sales Training User Adoption
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Microsoft Teams customers to gain new level of Dynamics 365 access

by Jason Gumpert

No-cost read and edit access to D365 CRM entities is coming to Teams users, Microsoft has announced

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Field Service Inspire 2021 Microsoft Teams Sales
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Microsoft Cloud for Nonprofit updates roadmap with Volunteer Management app, new fundraising features

by Jason Gumpert

LinkedIn integration, donations workflow to arrive in May, with volunteer app and more due in autumn 2021

Azure Compute Credit Card Processing Customer Engagement Dataverse (CDS) Donor Management Dynamics 365 Not For Profit Payment Processing Power Apps Power Pages Power Platform
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Demandbase buys InsideView and DemandMatrix, strengthening data services for B2B sales and marketing

by Jason Gumpert

Demandbase announced two new acquisitions to extend its Demandbase One suite

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 Blogs: Field service inspections; Update Contacts; Connected customer service; Omnichannel

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Apps Power Platform Sales Sales & Marketing
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Microsoft Dynamics Profile: New MVP learns to dance with Dynamics 365 CRM

by Linda Rosencrance

Microsoft MVP Oleksandr Olashyn shares his journey from dancing to CRM architect.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Portals Power Apps Power Automate Power Pages Power Platform Sales
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5 Things Dynamics Marketers Should Prioritize in 2021

by Margaret Wise

Marketers whose organizations use Microsoft Dynamics 365 are now looking ahead to the challenges of today’s new business landscape.

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Marketing Automation Sales Sales & Marketing
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How to leverage CX automation for customer retention

by Jean Shin

Understand the trends driving new channel growth across commerce sectors

Communications Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 E-Commerce Mobile Applications Power Automate Power Platform Sales
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Validity launches GridBuddy Cloud for Dynamics 365

by MSDW Reporter

Validity enters the Dynamics 365 sales and service market with its custom grid solution for better data visibility.

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

LATEST VENDOR RESOURCES

LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies

Syvantis Learn | What is it?

Syvantis Technologies
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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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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 and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service 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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing
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Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Forvis Mazars
Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.
Customer Engagement Dynamics 365 Oil Sales Sales & Marketing Sales Quoting Sales and Operations Planning
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WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365

Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security
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