Sales news & resources

D&B on Microsoft Azure, with Dynamics 365: Companies announce integration, co-selling agreement

by MSDW Reporter
Speedy, secure reach for Dun & Bradstreet, a bigger Azure footprint for Microsoft
Common Data Model Customer Engagement Customer Relationship Mgmt Data Integration Data Management Digital Transformation Dynamics 365 Marketing Power Automate Sales Sales & Marketing

Machine learning for Dynamics, Part 2: Making the most of machine learning with Dynamics 365 / CRM

by Mark Anderson
Experts offer best practices and use cases that CRM users should remember when considering a new ML endeavor.
Automated Data Collection Azure Machine Learning Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Forecasting

From Inspire 2017: RapidStart CRM's Steve Mordue on Microsoft's sales shakeup, and how forward-thinking partners must evolve

by Jason Gumpert
Microsoft’s commitment to partners is not smoke-and-mirrors; but it expects much from partners in return for sales leads, marketing and vertical-specific sales support.
Commerce Customer Engagement Dynamics 365 Education Financial Services Government Healthcare Inspire 2017 Manufacturing Marketing Microsoft Corporate Retail

At Inspire, Microsoft shows off progress on LinkedIn + Dynamics 365 scenarios

by Jason Gumpert
Connected processes and systems of intelligence are priorities for Microsoft business apps, says CEO Nadella.
Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Inspire 2017 LinkedIn

Inspire 2017: Re-formulated programs aim to accelerate Microsoft cloud business

by Dann Anthony Maurno
Microsoft pledges to move from “partner led” to “partner first” in 2018, with productivity bundles, a biz app development platform and Azure co-sell investments
Auditing Azure Commerce Customer Engagement Dynamics 365 HR Management Inspire 2017 LinkedIn LinkedIn Sales Navigator Marketing Microsoft Corporate Power BI

MSDW Podcast: First impressions of the July 2017 Microsoft Dynamics 365/CRM release with Chris Cognetta

by Jason Gumpert
Discussing the big reveal of the next release, including platform updates, Customer Insights, cloud security, and more.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM MSDW Podcast Marketing Marketing Automation Microsoft Corporate Portals

Microsoft plans Dynamics 365 CRM architecture cleanup, separating the platform from apps

by Jason Gumpert
Broad range of updates reviewed on day 3 of “executive briefing” including Common Data Service, Customer Insights, security, user interface, and more.
AI BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights Customer Insights Customer Relationship Mgmt Customer Service Customer Service Data Integration

Brainshark integrates sales readiness training, coaching from within Microsoft Dynamics 365

by Linda Rosencrance
Sales reps and leaders can both access content and track performance without leaving the Dynamics 365 interface
Customer Engagement Dynamics 365 Marketing SaaS Sales Sales & Marketing Training

Microsoft shows off Dynamics 365/CRM interface refresh, mobile updates, and a slew of app enhancements

by Jason Gumpert
Partners were treated to a non-NDA tour of the next CRM release, expected in July.
BI and Reporting Bots Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service Field Service

From the Microsoft Dynamics 365/CRM Blogs: Custom pricing; Service account; Sales opportunities; External links

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics 365 and Dynamics CRM blogs
Customer Engagement Dynamics 365 Dynamics CRM Education Marketing Portals Sales Sales & Marketing Sales & Ops Planning

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Advanced View Controls in Dynamics 365 CRM

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

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

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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

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
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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
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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...
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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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