Sales news & resources

Social selling: Microsoft Relationship Sales brings LinkedIn Sales Navigator to Dynamics 365/CRM

by Dann Anthony Maurno
How LinkedIn Sales Navigator builds on the classic job-seeking/hiring application data for social selling, and where Dynamics 365/CRM customers stand to benefit.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM LinkedIn Sales Navigator Marketing Sales Sales & Marketing Social Networks

Microsoft Dynamics 365 for Finance & Operations: December update includes Power BI reports, self-serve vendor collab, India regs (and more)

by MSDW Reporter
Microsoft sends off 2017 with a comprehensive service update, with new efficiencies in both implementation and end-to-end integration
Customer Engagement Data Integration Dynamics 365 Dynamics CRM Localization Marketing Power BI Power BI Power Platform Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Relationship Sales D365 win; UK MTO partnership; EDI for NAV 2018; Relationship marketing

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Cloud Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV EDI Finance and Operations LinkedIn Sales Navigator Manufacturing

Best of 2017: Among Microsoft Dynamics 365/CRM experts, some preach pragmatism while others push tech limits

by Jason Gumpert
What we learned about Microsoft’s CRM roadmap in 2017, and how it fits with broader cloud tech plans.
Artificial Intelligence (AI) Azure Azure Machine Learning BI and Reporting CDS Cloud Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365

Microsoft enhances Dynamics 365 data integration in latest Common Data Service update

by MSDW Reporter
Lets users sync accounts from Dynamics 365 for Sales to customers in Dynamics 365 for Finance and Operations, Enterprise edition.
Azure Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Marketing Power Platform Project Management SaaS Sales Sales & Marketing

From the Microsoft Dynamics NAV Blogs: Seasonal inventory; Standard Journals; NAV extensions; Tax amounts

by MSDW Reporter
A selection of the latest insight from the Microsoft Dynamics NAV blogs
Accounting Business Central Customer Engagement Dynamics 365 Dynamics NAV Extensions Forecasting Inventory Management Invoice Processing Manufacturing Marketing Sales

From the Microsoft Dynamics 365/CRM Blogs: Two-option sets; Business Process Flow; Flow or Logic Apps?; Mobile data options

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Flow Marketing Mobile Applications Power Automate Power Platform

Microsoft Sports Digital Platform as a Service aims to lower the digital transformation barriers of a lucrative niche industry

by Dann Anthony Maurno
With customers eager for content round the clock (and the world), plus complex operations, this vertical requires all the CRM, BI, analytics and marketing capabilities that M...
3PL Customer Engagement Customer Relationship Mgmt Dynamics 365 E-Commerce Marketing Microsoft Corporate Power Automate SaaS Sales Sales & Marketing Sports

Microsoft Dynamics 365 and GDPR: What do customers and partners really think?

by Mohamed Mostafa
New data and a chance to participate in a new anonymous survey about Dynamics 365/CRM users' GDPR requirements.
Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM GDPR Marketing Regulatory Compliance SaaS Sales

eXtreme365: Microsoft Dynamics 365 vision draws ever closer to LinkedIn, Office 365, Azure Cognitive Services

by Jason Gumpert
Addressing Dynamics 365 partners, Microsoft Technical Fellow Mike Ehrenberg stressed the importance of data, tools surrounding Dynamics as key to future success.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Insurance LinkedIn LinkedIn Sales Navigator

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Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

Enhancing Views With Charts in Dynamics 365 CRM

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Best Practices for Lead Management in Dynamics 365 CRM

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Delivering a Connected Customer Experience with Dynamics 365

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Advanced View Controls in Dynamics 365 CRM

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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 Dynamics 365 Dynamics CRM Dynamics Marketing 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 AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights 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 Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing
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Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights

How This Wedding Venue Business Nailed Their Salesforce to Dynamics 365 Sales Migration

Dynamics Square USA
A smarter move from Salesforce to Dynamics 365 Sales
Customer Engagement Data Migration Dynamics 365 Sales

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
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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...
Customer Engagement Customer Insights Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights Power Apps Sales

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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