Sales news & resources

Microsoft to expand business apps lineup in spring 2018 with new Dynamics 365, Power BI, Common Data Service offerings

by Jason Gumpert
“Sales Professional” and Marketing apps will reach the market, along with CDS for Analytics, Power BI Insights.
Business Central CDS for Analytics CDS for Apps Common Data Model Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS)

TeleSign Brings SMS Messaging to Microsoft Dynamics 365 for Marketing

by MSDW Reporter
SMS engine to enable enterprise-grade communications capabilities from Marketing app.
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation SaaS Sales Sales & Marketing

Microsoft is losing more Dynamics 365 R&D leadership, now on the CRM side

by Jason Gumpert
Principal program manager for Marketing Kishan Chetan will depart, with two other CRM program managers rumored to be leaving.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Microsoft Corporate Sales Sales & Marketing xRM

From the Microsoft Dynamics 365 / CRM blogs: External scheduler; Reset CRM version; Ownership records; Creating a trial

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

Dynamics 365 Saturday heads to the US with a first stop in Dallas

by Linda Rosencrance
Event organizer and D365 solution architect Brandon Ahmad discusses the event schedule and how it came together.
365 Saturday Accounting BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service

Bedrock Data aims to unify customer data across clouds with launch of Fusion

by Jason Gumpert
The SaaS solution offers pre-built connectors and automation technology that it says will eliminate most of the labor from data warehousing and BI efforts.
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Data Warehousing Dynamics 365 Dynamics CRM Marketing Power BI Power BI

MSDW Podcast: R "Ray" Wang on key themes of the Microsoft Biz Apps Analyst Forum

by Jason Gumpert
Digital feedback is key to Microsoft's current approach to biz apps, says Wang, and the Dynamics brand name could be taking a step back to support that.
Artificial Intelligence (AI) Azure BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dataverse (CDS)

Enterprise analysts react to latest Microsoft Business Apps accomplishments, strategy

by Jason Gumpert
From Dynamics 365 to Power BI to LinkedIn and Adobe, analysts tweeted their way through a day's worth of roadmaps, demos, and planning.
CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing

LinkedIn Sales Navigator moves to quarterly release cycle, continues to broaden app platform reach

by MSDW Reporter
SNAP adds InsideSales.com, SugarCRM, Oracle Sales Cloud; Account pages get an updated look and new features.
Customer Engagement Customer Relationship Mgmt Dynamics 365 LinkedIn LinkedIn Sales Navigator Marketing SaaS Sales Sales & Marketing

Public preview of Microsoft Dynamics 365 for Marketing aims to showcase the customer experience platform model

by Jason Gumpert
Available in multiple countries now, with a plan for general availability in April 2018.
BI and Reporting Cloud Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Email Management LinkedIn LinkedIn Sales Navigator Marketing Marketing Automation

LATEST VENDOR RESOURCES

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

TheTestMart

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

Stratos Cloud Alliance

Dynamics ePay: A Complete Payment Processing Solution

Dynamics eShop

Data That Drives Email Marketing Relevance and Revenue for Dynamics CE/CRM Users

emfluence

Why Manufacturers Can’t Ignore Project Accounting

Sikich
More Sales Videos

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

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
More Sales White Papers

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
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