Sales news & resources

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 Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV EDI Finance and Operations LinkedIn Sales Navigator

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dataverse (CDS) Digital Transformation

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 Customer Insights - Journeys (Marketing) Data Integration Dataverse (CDS) Dynamics 365 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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV Extensions Forecasting Inventory Management Invoice Processing Manufacturing 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Flow 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 E-Commerce 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM GDPR 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations HR Management Insurance LinkedIn

Microsoft and Adobe build on partnership with integration of Adobe Experience Manager, Dynamics 365

by Jason Gumpert
New integration aims to provide “hyper-personalized engagement” by connecting more marketing content and data with sales activities at scale.
Adobe Adobe Experience Manager Adobe Marketing Cloud Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Sales Sales & Marketing

Seismic to bring sales and marketing content platform to Microsoft Dynamics 365, Power BI

by MSDW Reporter
Product updates will strengthen use of Microsoft technology and solution integration
Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Insights - Journeys (Marketing) Document Management Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning

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Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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 and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service Customer Voice Dynamics 365
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Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing
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Translate4Dynamics - Real-Time Translation for Microsoft Dynamics 365 CRM

Translate4Dynamics is an intelligent multilingual enablement solution built for Microsoft Dynamics 365 CRM. It enables real...
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Storage

WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales
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