Sales news & resources

Adobe Sign integration streamlines signatures, approvals in Microsoft Dynamics CRM, Dynamics 365

by Linda Rosencrance
Adobe Sign the e-signature integration aimed at simplifying and reducing sales cycles, approval process
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Building an emergency response solution in Dynamics CRM, SharePoint, and the Microsoft Cloud

by Stefano Tempesta
Building a solution for an effective response to emergency events in schools, by automating the assessment of safety status of, and communication to, students via multiple ch...
Automated Data Collection BI and Reporting Bots Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Data Archiving Data Integration Data Management Dynamics 365 Dynamics CRM

Microsoft and LinkedIn complete acquisition, begin prioritizing integrated scenarios

by Jason Gumpert
Following European Commission approval, companies move forward quickly with deal.
Customer Engagement Customer Relationship Mgmt Dynamics 365 HR Management LinkedIn Marketing Sales Sales & Marketing

Microsoft Dynamics 365 update to CRM partners includes unified client plans, CRM app improvements

by Jason Gumpert
From data warehousing to event management to IoT, Microsoft is pushing the CRM app suite of 365 forward.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Data Warehousing Dynamics 365 Dynamics CRM Event Management ExtremeCRM 2016

DialogTech brings phone call analytics to Microsoft Dynamics 365 for Sales

by Dann Anthony Maurno
Marketers and sales teams gain actionable insights from phone conversations, and from within Microsoft Dynamics 365
Commerce Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Financial Services Marketing Retail Sales Sales & Marketing

Sharing economy in Microsoft Dynamics partner channel: Growth at Dynasource "talent on loan" portal

by Karen Kroll
Talent sharing offers partners an alternative to formal partnerships, mergers, acquisitions and losing out to bigger shops.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Marketing Microsoft Corporate Sales

Bizible rolls out marketing solution for Microsoft Dynamics CRM

by Linda Rosencrance
Marketing intelligence solution aligns sales and marketing, measures campaign revenue, offers KPIs beyond lead generation
BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM KPIs Marketing Marketing Marketing Automation Sales

10 Ways Microsoft Dynamics 365 can help manufacturers through Brexit

by Billy Lyle
With a slow-down in manufacturing predicted, those who survive will do so by “delivering value beyond the invoice.” Dynamics 365 with its CRM and ERP cores helps deliver that...
Accounting BI and Reporting Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Manufacturing Manufacturing Marketing Marketing Automation Power Automate

Norsync platform enables offline data sync for mobile Microsoft Dynamics CRM

by Dann Anthony Maurno
Quiet collaboration with Norwegian company enables cross-platform one-time coding for Dynamics CRM
Commerce Customer Engagement Data Integration Dynamics 365 Dynamics CRM Marketing Mobile Applications Rebates Retail Retail POS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CSP adds Dynamics 365; Dynamics AX for legal; Dynamics 365 extensions; NAV for Indian conglomerate

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting BI and Reporting Business Central Construction Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Email Management Finance and Operations Financial Services

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

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

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Dynamics ePay: A Complete Payment Processing Solution

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

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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

Binary Stream
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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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
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
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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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