Sales news & resources

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Microsoft Dynamics 365 Sales in 2021 Release Wave 2: Updates you cannot miss

by Sam Kumar

The many facets of Teams integration, deal manager, and more

BI and Reporting Collaborative Workspaces Customer Engagement Dynamics 365 Mobile Applications Sales Sales & Marketing Sales & Ops Planning Sales and Operations Planning

From the Microsoft Dynamics 365 CE/CRM Blogs: Marketing forms; New quota limits; Storage

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CE/CRM blogs

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing
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3 ways to improve your field sales performance

by Sam Kumar

Addressing the common challenges of the travelling sales rep with productivity apps

Customer Engagement Dynamics 365 Expense Management Mobile Applications Sales Sales & Marketing Travel Management Web-based Mapping
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Quiq announces digital messaging integration with Microsoft Dynamics 365

by MSDW Reporter

Adds pre-built integration of messaging channels with D365 Sales and Customer Service 

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing
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Finding the right fit: A Microsoft partner CEO shares his acquisition experience in the channel

by Eamon McCarthy Earls

How Andy Neal aimed to sell his Microsoft partner business on his own terms

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Portals Power Apps Portals Power Platform Sales
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Boost your B2B customers' experiences in Microsoft Dynamics 365 Marketing

by Jelena Yaruchyk

Exploring the many touchpoints between the potential buyer and seller in a customer journey

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Workflow Management
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Location Intelligence: Know the 'where' of your Dynamics 365 data

by Sam Kumar

Examining common use cases for location data in the context of marketing, sales, and service scenarios

Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Field Service Marketing Power Platform Sales Sales & Marketing
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Finding a subscription and recurring billing app for Dynamics 365 CRM and your SaaS business

by Sam Kumar

Key features your subscription and recurring billing management app must have and how it should work in the context of Dynamics 365 CRM

Customer Engagement Customer Service Dynamics 365 Field Service Project Operations Sales Subscription Management Subscription billing
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Ignite 2021: Context IQ aims to speed access to business data in Microsoft 365, Dynamics 365

by Jason Gumpert

While many Context IQ features focus on Microsoft 365, integration with D365 Sales entities and other scenarios could expand use cases.

Collaborative Workspaces Context IQ Customer Engagement Data Integration Dynamics 365 Ignite November 2021 Loop Sales

Microsoft Dynamics Partner Roundup: Mobile geoanalytics; Life sciences solution; VAR re-branding

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Data Integration Dynamics 365 Healthcare Life Sciences Power Apps Power Platform Sales Web-based Mapping

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Building Scalable Sales Processes with Automated Playbooks in Microsoft Dynamics 365 CRM

Inogic

WhatsApp Integration with Dynamics 365 CRM: An Exclusive First Look at WhatsApp4Dynamics

Inogic

Measure User Engagement & Identify Low-Adopters with User Adoption Monitor in Dynamics 365 CRM

Inogic

Gamification in Microsoft Dynamics 365: Increase Engagement, Productivity, and Sales

Inogic

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

Stratos Cloud Alliance
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The Better Subscription Billing Bible

Binary Stream
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

Binary Stream
This booklet explores the core financial administration challenges that healthcare faces, offering strategic solutions for each
Business Central Customer Engagement Dynamics 365 Dynamics NAV Healthcare Sales

Tax Challenges Affecting the Manufacturing Industry

Vertex, Inc.
How your business can use Vertex tax solutions for Microsoft Dynamics 365 to alleviate burdens and fuel growth
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How Retailers Can Overcome 7 Common Tax Compliance Challenges

Vertex, Inc.
Leveraging the cloud-based integration of Vertex with Microsoft Dynamics 365 Commerce can provide retailers powerful benefits.
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

Taking the Pain Out of Tax with Microsoft Dynamics 365

Vertex, Inc.
How powerful tax technology can support your business growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS
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Case Study: One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

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Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Ukraine War Animals Relief Fund Uses Maplytics to Help Find Animal Shelters

Inogic

The nonprofit society uses Maplytics to trace and plot the shelters that rescue the animals rendered homeless during the War and trace their needs for food, medicine, or o...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Not For Profit Power Apps Route Optimization Sales Web-based Mapping

Alta Equipment Group uses Maplytics as a Geo-Mapping Solution for its Salespeople

Inogic

Alta Equipment Group uses Maplytics as a geo-mapping solution for its Salespeople and is used to optimize their commute time and daily schedule

Construction Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Route Optimization Sales Web-based Mapping

Performance Brokerage Services uses Maplytics to identify and plot the dealerships!

Inogic

Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytic...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Financial Services Power Apps Professional Services Route Optimization Sales Web-based Mapping

Trefor uses Maplytics to prevent their clients from a longer downtime

Inogic

Radius Search and Optimized Routing work up as a team to aid the Trefor group in spotting the affected stations and assigning the right technicians there, quickly

Customer Service Dynamics CRM Field Service Power Platform Route Optimization Sales Scheduling Travel Management Utilities
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Approval Manager for Dynamics 365

The add-on Approval Manager for Dynamics 365 Project Operations helps you streamline approval processes for time and expense...
Architecture Automotive Chemicals Communications Construction Customer Engagement Customer Service Design & Decorating Dynamics 365 Engineering Enterprise Asset Mgmt Expense Management

proRM Fast Start

proRM Fast Start is the perfect project and resource management app for Dynamics 365 and specifically tailored to the...
Architecture Automotive BI and Reporting Billing Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics CRM Electronics Engineering

Lead Assignment and Distribution Automation in Dynamics 365 CRM

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Sales

Mind Map View in Dynamics 365 CRM - Map My Relationships

Visualize key information related to the record in a single view Map My Relationships enables users to visualize key...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Project Service Automation Sales

Card-Based Kanban View for Dynamics 365 CRM - Kanban Board

Kanban view of records with the ability to quickly update or add activities against the records. Kanban Board is a...
Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Sales
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