Sales news & resources

What digital transformation is (and is not): One partner's definition and guidance

by Billy Lyle
Customer expectations and corporate goals drive digital transformation. Redspire provides a practical example, from the professional services industry.
Common Data Service Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Digital Transformation Dynamics 365 Financial Services Marketing Power Platform Professional Services Sales Sales & Marketing

As Microsoft Dynamics 365 CRM apps mature, can we still talk customization?

by Sarah Critchley
An expanding functional footprint for the core product is great, but there is still room for well-planned configuration and customization.
Business Process Mgmt Configuration & Development Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Three new user adoption tactics for Microsoft Dynamics 365 CRM apps

by Jason Gumpert
Complexity kills CRM adoption. Simplified interfaces, wizard-based implementations and task flows all make Dynamics 365 easier on the end user. 
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing eXtreme365 Lisbon 2017

From Adobe Summit 2017: Deep Microsoft partnership is part of a careful transition plan

by Dann Anthony Maurno
Customer relationship guru Paul Greenberg on the Microsoft/Adobe partnership – a powerful offering, but, why the silence until now? 
Azure Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS) Dynamics 365 Marketing Marketing Automation

Microsoft rolls out Sales Navigator Enterprise Edition, with CRM sync, team features

by Linda Rosencrance
New CRM sync goes to Salesforce first, not Dynamics.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM LinkedIn LinkedIn Sales Navigator Marketing Sales Sales & Marketing Salesforce.com

Microsoft and Adobe announce availability of joint solutions for customer engagement, new semantic model initiative

by Jason Gumpert
Adobe Campaign, Analytics, and Experience Manager Sites Managed Service all get closer to the Microsoft cloud. 
Adobe Marketing Cloud Azure Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Marketing

Two new predictive tools for Microsoft Dynamics 365 will help measure, act on customer intent

by Jason Gumpert
Versium Predict integration readies for launch, and Microsoft Social Engagement is adding new machine learning to analyze intent, create CRM entities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Machine Learning (ML) Marketing Microsoft Social Engagement Sales Sales & Marketing Social Listening Versium

CaféX launches Live Assist for Microsoft Dynamics 365

by Jason Gumpert
After a year of planning and development, OEM arrangement comes to fruition with new multi-channel chat, co-browsing integration.
Call Tracking Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Sales Sales & Marketing eXtreme365 Lisbon 2017

New analyst shortlist of sales productivity tools: What Dynamics CRM / 365 customers stand to gain

by Jason Gumpert
Improved productivity and execution are core goals of CRM, sales productivity apps promise to bring those results the rest of the way round.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics Webcasts, March 6-10, 2017: Dynamics AX MPOS; CRM + IoT + Machine Learning; Dynamics AX for Commodities

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Performance Mgmt Business Process Mgmt Commerce Contract Management Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Marketing

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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
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

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
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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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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

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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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Quote it Fast. Sell it Right. Regardless of how you sell - direct, indirect and via the web - Experlogix CPQ simplifies your...
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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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