Sales news & resources

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Microsoft previews AI-based email authoring for Viva Sales using Azure OpenAI Service and GPT

by MSDW Reporter

The preview uses Microsoft 365 Graph and CRM data to craft a variety of common seller email responses

AI and Machine Learning Azure OpenAI Sales Sales & Marketing Salesforce

9 Key Takeaways Microsoft Dynamics 365 Sales & Marketing Users Can Expect from the Productivity Tools Showcase

by Anya Ciecierski

Presenters offer a sneak preview of the information attendees can expect to take away from the event

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Power Platform Sales Sales & Marketing Training
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2022 Year in Review: Microsoft Dynamics 365 expert insights

by Jason Gumpert

Contributing writers demonstrate why technology decision makers need to keep a broad perspective moving into 2023

Business Central Customer Engagement Data Integration Data Management Databases Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Birthday reminders; Subscription lists: Email bounces; Omnichannel for Customer Service

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing
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12 Key Takeaways Dynamics 365 Customer Engagement Users Can Expect from the Productivity Tools Showcase

by Anya Ciecierski

A new event on November 2 features four vendors that have helped thousands of Dynamics customers

Customer Engagement Customer Service Document Management Dynamics 365 Field Service Marketing Marketing Automation Sales Sales & Marketing Subscription Management Unified Communication Web-based Mapping

Ignite 2022: Microsoft adding more Teams scenarios for Dynamics 365 users

by Jason Gumpert

Access to Business Central data, embedded sales and service chat, and conversation summaries are coming soon

Business Central Collaborative Workspaces Customer Service Sales Sales & Marketing

MSDW Podcast: Why CRM automation will set you, and your reps, free

by MSDW Reporter
Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM MSDW Podcast Sales Sales & Marketing
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Microsoft announces Viva Sales general availability with new sales enablement integration

by Jason Gumpert

Viva Sales will be free for D365 Sales users, also launches with Salesforce integration

Customer Engagement Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Real-time marketing; Unified routing: Forgotten features; D365 Marketing release wave 2

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics Partner Roundup: Sales intelligence; Transportation partnership; CRM, AEC wins

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Architecture Construction Customer Engagement Dynamics 365 Engineering Power Platform Real Estate Sales Sales & Marketing Transportation Transportation Management

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Top 3 Benefits of Dynamics 365 Automated Testing to Maximize Your IT Efficiency

TheTestMart

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

Stratos Cloud Alliance

Dynamics ePay: A Complete Payment Processing Solution

Dynamics eShop

Data That Drives Email Marketing Relevance and Revenue for Dynamics CE/CRM Users

emfluence

Why Manufacturers Can’t Ignore Project Accounting

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Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
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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This guide is designed to concentrate on actionable steps
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

Binary Stream
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

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
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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
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
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

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

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
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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...
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...
Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Sales Sales/Product Configurator

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...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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