Sales news & resources

Microsoft Updates Roadmap on Dynamics 365 Marketing app for SMBs

by Jason Gumpert
Guidance on seven modules, including LinkedIn Lead Gen integration now on the roadmap site.
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Automation Portals Sales Sales & Marketing

Microsoft Dynamics Webcasts, June 5-9, 2017: Cloud BI; Doc management; T&E; Process manufacturing for GP; EDI for D365; Common Data Service basics

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Chemicals Common Data Model Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS)

Microsoft Dynamics 365 for Project Service Automation: Five collaboration tools for sales & project delivery

by Ashley Harbaugh
Microsoft Dynamics 365 for Project Service Automation offers tools to move seamlessly between closing a sale through closing a project, advises Hitachi Solutions
Collaborative Workspaces Customer Engagement Document Management Dynamics 365 Email Management Marketing Project Management Sales Sales & Marketing Social Networks

Microsoft Dynamics Partner Roundup: Invoice automation on AppSource; Rental and service CfMD; Partner's D365 Team; AX, CRM acquisition

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Accounting Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations Invoice Processing Marketing

Indegene, Microsoft plan 'conversational CRM', digital content management for life sciences with Dynamics 365, Omnipresence

by Jason Gumpert
Indegene to integrate its Omnipresence suite with Microsoft Dynamics 365 for Sales to improve performance of sales and medical representatives
Azure Machine Learning Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Indegene Omnipresence Life Sciences Marketing Power Automate

Microsoft Dynamics Webcasts, May 15-19, 2017: Excel reporting; GP, SL process automation; EDI, ecommerce for GP

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

InsideSales rolls out "AI-fueled sales growth" with Playbooks for Dynamics 365

by Linda Rosencrance
“Neuralytics” help sales reps to take the next logical action to close a deal, says InsideSales.com
Customer Engagement Customer Relationship Mgmt Dynamics 365 Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Targeted CRM intelligence; Revenue recognition; Marijuana grower win; Partner adds NAV, D365

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Agriculture Business Central Customer Engagement Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

The MSDW Podcast: JC Quintana on customer relationships and experience (they’re not the same)

by Jason Gumpert
Customer relationship management is no longer a practice, it’s a technology. JC Quintana describes how relationships get lost, and how to get them back. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Marketing Sales Sales & Marketing

Microsoft promises you can "grow customer relationships from Outlook" with Outlook Customer Manager

by Dann Anthony Maurno
For SMB customers in particular, Outlook is the customer management interface they are used to
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Marketing Sales Sales & Marketing

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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

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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

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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

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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

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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

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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...
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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...
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