Sales news & resources

Microsoft Dynamics Partner Roundup: Acquisition; Merger Closed; Co-sell status; Food ERP win

by MSDW Reporter
A selection of the latest announcements from the Dynamics partner channel
Accounting Customer Engagement Customer Relationship Mgmt Dynamics 365 Legal Matters Marketing Sales Sales & Marketing

How to work offline with Microsoft Dynamics 365 Customer Experience apps

by Payal Vyas
Teams can work offline with Dynamics, using either a mobile device or the Dynamics 365 app for Outlook client
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

Episerver Hires Microsoft Dynamics Channel Veteran Mike Rogers

by Jason Gumpert
In new role leading Dynamics partner sales, Rogers looks to expand the company's channel engagement
Content Management Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM E-Commerce Finance and Operations Marketing Power Automate SaaS

Microsoft Dynamics Partner Roundup: Account-based marketing; New CSP; Security industry financials; Azure ExpressRoute

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Financial Management Marketing Marketing Automation Power Automate Sales Sales & Marketing

Microsoft partners with enterprise mobile marketing and advertising firm inMobi

by MSDW Reporter
inMobi to transition to Azure consumption, plans launch of its  Marketing Cloud solution with Microsoft collaboration
Customer Engagement Dynamics 365 Marketing Marketing Automation Mobile Applications Power Automate SaaS Sales Sales & Marketing

What partners should expect at Directions North America 2018

by Eamon McCarthy Earls
The Directions North America conference, taking place in San Diego in October, 2018, will highlight the impact of Dynamics 365 Business Central and the rise of cloud migratio...
Business Central Customer Engagement Directions NA 2018 Dynamics 365 Dynamics NAV Marketing Sales Sales & Marketing

Nine Steps to Getting the HubSpot-Dynamics 365/CRM Integration You Need and Want

by John Joseph
Why you will get more value out of an integration and the systems that are custom designed to fit your needs.
Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM HubSpot Marketing Marketing Automation Sales Sales & Marketing

TeamViewer integrates remote access tools with Microsoft Dynamics 365

by MSDW Reporter
Sales and service integration now available on AppSource.
AppSource Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

22 Steps to deliver 'killer' CRM training, Part 2: Engage with students in the classroom and beyond

by Iain Wicks
CRM training doesn't end at the classroom door, so be prepared to make learning a core component of your organization's solution.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Training

22 Steps to deliver 'killer' CRM training, Part 1: Preparation and Delivery

by Iain Wicks
From setting goals to creating a clear agenda, a CRM trainer has much to do before the students even arrive.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Training

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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

Navigating The Rising Administrative Challenges Healthcare Faces

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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
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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

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 Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales
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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
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