Sales news & resources

When Microsoft Outlook drives Dynamics CRM / 365 success for customers, partners

by Matt Bolch
Outlook’s familiarity, ubiquity spur Dynamics CRM and Dynamics 365 user adoption and ensure project success
Automated Data Collection Business Process Mgmt Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Financial Services Invoice Processing

Top Microsoft Dynamics CRM / 365 stories of 2016, Part 2

by Jason Gumpert
In the second half of 2016, Dynamic CRM prepared to morph into Dynamics 365, and the community was treated to some compelling new ways to connect CRM to the broader Azure ser...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Internet of Things (IoT) LinkedIn Marketing Power Automate Sales Sales & Marketing

Top Microsoft Dynamics CRM / 365 stories of 2016, Part 1

by Jason Gumpert
Top articles about Dynamics CRM from January through June 2016.
Azure IoT Suite Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Internet of Things (IoT) LinkedIn Marketing Power Automate Sales

Making Microsoft Dynamics 365 & CRM predictive for sales: R scripting with Power BI

by Mark Anderson
The “lingua franca of data science” is also a versatile and effective forecasting tool in Dynamics CRM and Dynamics 365
BI and Reporting Business Performance Mgmt Business Rules Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Power BI

Microsoft Dynamics Partner Roundup: Financials for Dynamics 365; CRM for giving; Supply chain partnership; NAV test vendor

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Business Central Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Services Inventory Management Logistics

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

LATEST VENDOR RESOURCES

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

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Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

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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
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

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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