Sales news & resources

Digital transformation or an ERP upgrade? Depends on goals, industry, vision.

by Dann Anthony Maurno
Panorama Consulting’s Eric Kimberling describes the difference between the two, and how your priorities should inform your selection.
BI and Reporting Commerce Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Government Managed Services Manufacturing Marketing

Microsoft Dynamics Webcasts This Week: CRM BI & reporting; AX E-retail; NAV freight management; Dynamics 365 for manufacturers

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
3PL BI and Reporting Business Central Commerce Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV E-Commerce

Microsoft Dynamics Partner Roundup: CRM mobile offline sync; Marketing automation integration; AI for 365 Sales; 365 Financials online purchase

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Banking Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Financial Management Marketing Marketing Automation Payment Processing Procurement

Timing Microsoft Dynamics 365: CRM partners lament 'fuzzy' pre-launch license planning

by Jason Gumpert
With Dynamics 365 pricing and license guides due on November 1, some CRM partners have raised concerns on how to handle the first wave of customer renewals.
Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Management Sales

Microsoft Dynamics Partner Roundup: 5 New AX Apps; Dynamics 365 Sales AI; Campaign monitor; 365 Quick start

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Accounting Customer Engagement Customer Relationship Mgmt Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Email Management Finance and Operations Financial Management Inventory Management

Marketing in Microsoft Dynamics 365: New directions for enterprise, SMB

by Jason Gumpert
As Dynamics Marketing recedes into a support phase, SMBs will get some of its campaign management tools, while enterprises are encouraged to work with Adobe Marketing Cloud
Adobe Marketing Cloud CRMUG Summit 2016 Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales Sales & Marketing

Microsoft readies Dynamics 365 customer engagement apps with added analytics, new partnerships

by Jason Gumpert
New apps for customer and relationship insights, plus new partnerships for customer service and lead intelligence round out next wave of offerings.
BI and Reporting CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Marketing Power Automate Sales

Microsoft Dynamics Partner Roundup: Customer communications; NAV architect hire; NAV CfMD achievment; AX7 sales and use tax

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Agriculture BI and Reporting Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Document Automation Dynamics 365 Dynamics AX

Insights, powered by InsideView, re-released for Microsoft Dynamics 365

by Linda Rosencrance
Sales application available at no cost with select Dynamics 365 online Professional and Enterprise subscriptions
Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Power Automate Sales Sales & Marketing Social Networks

MSDW Podcast, October 7, 2016: Dynamics CRM at a crossroads, with Steve Mordue

by Jason Gumpert
RapidStart CRM CEO Steve Mordue is bullish on Dynamics 365, but is keeping his eye on the partner channel's ability to transition with Microsoft.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Marketing SaaS Sales Sales & Marketing

LATEST VENDOR RESOURCES

Introducing The Knowledge Hub

Coffee + Dunn

Default Views in Dynamics 365 CRM

Encore Business Solutions

Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions
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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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