Sales news & resources

Building The Case For ERP And E-Commerce Integration: More Than Meets The Eye

by Vishnu Modi
For the advocate looking to convince executives of the value of an investment in better integrated ERP and e-commerce systems, start by building a list of stakeholders who st...
Automated Data Collection Business Central Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics AX Dynamics GP

The MSDW Podcast, May 16 2016: Marketing Automation Next Steps; Sales Intelligence; Solair IoT Acquisition; NAV Users, Fix your Inventory!

by Jason Gumpert
A review of the week's news on Microsoft Dynamics ERP and CRM
Accounting Business Central Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV EDI Internet of Things (IoT) Inventory Management

Microsoft's Marketing Software Challenge: To Build or To Buy Again?

by Jason Gumpert
Reports that Marketo could be up for sale - and rumors of Microsoft’s interest - highlight a unique and time sensitive choice for Redmond on marketing solutions
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Marketo SAP Sales Sales & Marketing

Former software rivals create Kuvana sales acceleration solution

by Jason Gumpert
Kuvana founders Rhett Thompson and Chad Ruff shift focus from large scale marketing automation to individual sales engagement
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

Fundamentals of Defining a Material Item Using Microsoft Dynamics AX

by Scott Hamilton
Reviewing some of the fundamentals of defining a material item within AX, and how to support the differing viewpoints
AX 2012 R3 AX 7 Bill Of Material Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Distribution Dynamics 365 Dynamics AX Manufacturing Purchasing Quality Control

NBA Team Reboots Customer Engagement with Microsoft Dynamics CRM Upgrade, Data Management Refresh

by Jason Gumpert
The Oklahoma City Thunder wanted to take their sales and fan experience from good to great, and they were willing to rethink both CRM and data management to get there
BI and Reporting CRM 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Migration Data Warehousing Dynamics 365 Dynamics CRM

No Longer Salesforce-Only, Apttus Intelligent Cloud Now Native to Microsoft

by Dann Anthony Maurno
The quote-to-cash solution that was available only to Salesforce users now runs natively on Azure and interfaces with Dynamics CRM.
CPQ (Configure, Price, Quote) Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Envision 2016 Power Automate Sales Sales & Marketing Sales Order Processing Sales Quoting

Vertafore and Microsoft Extend Dynamics CRM Technology Capabilities for Insurance Producers

by Dann Anthony Maurno
Leveraging Microsoft Dynamics CRM, Vertafore Agency SalesTrack brings insurance agents a sales management tool to drive customers from lead through sale.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Insurance Insurance Lead management Sales Sales & Marketing Sales Order Processing

SalesPad to Invest $3.85 Million, Add 91 Jobs in Michigan

by Linda Rosencrance
ISV will nearly double its staff with development, support talent.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP Inventory Management Order Management Purchasing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Sales Quoting

Business Apps Firm Fusion5 Acquires Koorb's Microsoft Dynamics CRM and SharePoint Practice

by Jason Gumpert
Move follows Koorb's 2015 sale of AX practice.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing xRM

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How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies

Syvantis Learn | What is it?

Syvantis Technologies

Introducing The Knowledge Hub

Coffee + Dunn

Default Views 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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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 and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service 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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing
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Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Forvis Mazars
Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.
Customer Engagement Dynamics 365 Oil Sales Sales & Marketing Sales Quoting Sales and Operations Planning
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User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365

Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security

Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales
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