Sales news & resources

Your CRM system: Nemesis or ally of the sales team?

by Pani Harito
Companies must battle the misconception that a CRM system will magically help salespeople sell more or become better at their jobs.
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Ignite 2016: Microsoft AI Tech Promises to Touch Consumers, Enterprises with Hyperscale Performance

by Dann Anthony Maurno
Artificial intelligence is already practical – both Rolls-Royce and the NFL use it. Now Microsoft will “democratize” it for all enterprises.
BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Why Microsoft's Dynamics 365 SMB Strategy Must Offer More Than Simplicity

by James Crowter
Microsoft have revealed more details of their Dynamics 365 licencing to partners this week, and we now know how much further the SMB offering must evolve.
Accounting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Financial Management Inventory Management Marketing Sales Sales & Marketing

Microsoft Displaces Salesforce at HP in One of Largest-Ever Dynamics CRM Online Deals

by Jason Gumpert
Win includes CRM Online, new commitments by HP to Azure, Office 365, Power BI
Azure CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Electronics Marketing Power BI Power BI

CRMUG Summit: Expect Strategies on CRM User Adoption Successes and "Epic Fails"

by Dann Anthony Maurno
SEI’s Daniel Madden is zealous about CRM user adoption, and will share his user experience at CRMUG Summit 2016.
Adoption CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: AX System Optimization; Windows Mobile App for NAV; SL Doc Management; Omni-Channel for CRM

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Dynamics SL Marketing Sales Sales & Marketing

CRMUG Summit 2016: What Does User Adoption of Microsoft Dynamics CRM Really Require?

by Linda Rosencrance
TrueBlue’s Steiner will deliver boldly titled “CRM Sucks,” dissecting salespeople’s frustrations with CRM (and how to overcome them).
Adoption CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Staffing & Recruiting Summit 2016

The dirty little secret about marketing automation

by Marie Wiese
If marketing automation is still on the rise, why does adoption appear to lag? 
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing

CRMUG Summit 2016: Expect a For-User, By-User Feel, says Director Tony Stein

by Linda Rosencrance
CRMUG Program Directory Tony Stein shares his excitement about program direction, attendance, a Microsoft presence.
CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Summit 2016 crmug

Onvia Integrates with Microsoft Dynamics CRM, Streamlines Bid & RFP Response for Government Bids

by Linda Rosencrance
Enables business-to-government (B2G) customers to respond quickly to bids and RFPs with streamlined workflows, all via Dynamics CRM
Aerospace & Defense Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Government Manufacturing Marketing Sales Sales & Marketing Sales Order Processing

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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

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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!
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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
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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...
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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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