Sales news & resources

From the Microsoft Dynamics 365 CRM Blogs: Pipeline optimization; Enhancing forms; Manage email bounces; Copilot and customer service reps

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Property management; D365 win; Contract intelligence; Construction solution

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Construction Contract Management Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Property Management Sales

From the Microsoft Dynamics 365 CRM Blogs: Show/hide content; Duplicate icons; Favorite marketing features

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Relationship Mgmt Dynamics 365 Email Management Marketing Marketing Automation Portals Power Pages Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Auto assign leads; Resource allocation; Hierarchical view button; Outbound sales

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Customer Engagement Customer Insights Dynamics 365 Field Service Field Service Marketing Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Contact point consent records; Extending Copilot; Email tracking; Quick scheduling

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Copilot Customer Engagement Dynamics 365 Dynamics CRM Email Management Field Service Marketing Marketing Automation Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Data security; Energy win; HR & workforce acquisition; APAC exec hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Data Management Dynamics 365 Energy Field Service Professional Services Project Operations Sales Security

From the Microsoft Dynamics 365 CRM Blogs: Outbound segments; Queue items control; Locking fields; Document summary

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
AI Copilot Customer Engagement Customer Insights Customer Service Customer Service Dynamics 365 Field Service Field Service Marketing Marketing Automation Sales

From the Microsoft Dynamics 365 CRM Blogs: AI scoring; Top Dynamics reports; Resource pay types; Extending Copilot

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
BI and Reporting Copilot Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Power BI Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 CRM Blogs: Collaboration via notes; Marketing updates; Default dashboard; Case creation

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
Sales Qualification Agent for Dynamics 365 Sales

Microsoft announces ten new AI scenarios in Dynamics 365 apps as part of autonomous agent push

by Jason Gumpert
New scenarios across D365 apps support the larger push for Copilot Studio
Accounting Business Central Copilot Copilot Studio Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Knowledge Management Power Platform

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

Sikich

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions
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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
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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
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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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