Sales news & resources

Summit 2017: Microsoft introduces Dynamics 365/CRM v9 enhanced usability, LinkedIn integration, Azure analytics

by Jason Gumpert
Sales Navigator integration is improving, company says, and so are analytics tools like Customer Insights.
CRMUG Summit 2017 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM LinkedIn LinkedIn Sales Navigator Marketing Sales

Microsoft launches Dynamics 365 / CRM v9, separating platform from apps

by Jason Gumpert
New user of Azure infrastructure, Unified Interface, and Virtual Entities will contribute to the solution's evolution as an app platform, Microsoft believes.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Power Automate SaaS Sales Sales & Marketing

Marketing automation vendor Lead Liaison to integrate with Dynamics 365 for Sales

by Linda Rosencrance
New integration effort driven by user demand, market opportunity, says vendor.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing

Microsoft will launch Dynamics NAV 2018 this year, with new Dynamics 365 SMB variants coming in 2018

by Jason Gumpert
Updated plans bring back 2017 on-prem releases, promise updated approach to SaaS apps
Business Central Cloud Solution Provider (CSP) Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV GP 2018 Marketing NAV 2018 SaaS Sales Sales & Marketing

MSDW Podcast: Gus Gonzalez on delivering Microsoft Dynamics 365/CRM success

by Jason Gumpert
A wide ranging discussion on fixed fee projects, gaining MVP status, partner learning priorities, vertical specialization, LinkedIn, and more.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast MVP Marketing Professional Services Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: HighJump acquired; Vertical-oriented partnership; D365 for materials handling; Lean project delivery

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel.
Business Central CPQ (Configure, Price, Quote) Configuration & Development Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Fashion

Predictive analytics and Microsoft Dynamics AX: How JJ Food Service delivers real customer engagement results

by Linda Rosencrance
UK-based food distributor streamlines customer calls and enables customized deals, cross sell opportunities with Dynamics AX services.
BI and Reporting Business Performance Mgmt Business Rules Mgmt Customer Engagement Customer Service Customer Service Distribution Dynamics 365 Dynamics AX Finance and Operations Food & Beverage Marketing

The end of Microsoft Dynamics Marketing: Service to be discontinued in May 2018

by Jason Gumpert
Microsoft guiding customers to Adobe Marketing Cloud, Dynamics 365, and ISVs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Microsoft Social Engagement 2017 Update 1.7: YouTube listening, engagement

by Dann Anthony Maurno
Microsoft clearly believes that its customers cannot know their own customers too well.
Business Central Consumer Goods Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Marketing Marketing Automation

Executive Q&A: Tribridge on the cloud-friendly public sector vertical

by Jill Rose
Once legendary as a “slow-turning boat,” the public sector vertical has experimented with the cloud in Microsoft Office 365, and is ready for Dynamics 365.
Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Government Inspire 2017 Manufacturing Marketing SaaS

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Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

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Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
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(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

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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
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

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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!
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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
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Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

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Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
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Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

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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...
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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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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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