Sales news & resources

HCL Technologies Grabs Microsoft Dynamics CRM Market Share with $46M PowerObjects Deal

by Jason Gumpert
Global system integrator HCL adds North American CRM shop to its broad CRM portfolio
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing xRM

Growing Pains: How to Adapt Microsoft Dynamics CRM to Your Changing Business

by Brian Sallee
What do you do when you've outgrown your CRM 2013 or 2015 implementation? 
Business Process Mgmt CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

The Microsoft Dynamics CRM Team Foresees Seamless Experiences and Blurred Boundaries

by Jason Gumpert
Microsoft used to be about demarcation, but now it is about seamless experiences, says GM Bill Patterson in a new interview
Business Performance Mgmt Business Process Mgmt CRM 2016 CRMUG Summit 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation

CRM MVPs Speak: Looking Ahead to Microsoft Dynamics CRM 2016

by Dann Anthony Maurno
In a new panel discussion, MVPs describe CRM 2016 as a step-change over previous versions, and it will only get better
CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Power Automate SaaS Sales

Use Organizational Change Management (OCM) To Spur Adoption of Microsoft Dynamics CRM

by Jason Gumpert
Using OCM principles in a CRM deployment means first preparing to introduce them in an organization that is need of that new solution
Adoption Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Why Microsoft's VoloMetrix "People Analytics" Acquisition Matters - A Lot

by Dann Anthony Maurno
Why Microsoft and its users are poised to be on the bleeding edge of a new productivity wave. 
BI and Reporting Business Performance Mgmt CRM 2016 Customer Engagement Customer Relationship Mgmt Data Management Delve Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

After Dreamforce: How Microsoft Dynamics CRM Stays Ahead of Salesforce on Productivity

by Jason Gumpert
With Microsoft committed to more and better integration of new Office tools to Salesforce, the Dynamics CRM team seems to sense a new urgency in its roadmap
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics CRM Email Management Marketing Power Automate SaaS

From the Microsoft Dynamics CRM Blogs: SSIS Toolkit; Calculated Fields; Customizing Entity Icons; Create & Edit Quotes; Missing Server Roles

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

How Microsoft Will Make Gamification a Selling Point for Dynamics CRM

by Curt Finch
How will Microsoft translate enthusiasm for gamification into its vision for modern customer and employee engagement?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing gamification

Microsoft Plans Dynamics CRM 2016 Release With Range of Productivity Updates

by Jason Gumpert
With CRM 2016, Dynamics CRM will continue its ambitious development cadence and its commitment to working well with other product teams 
CRM 2016 Cortana Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Delve Document Automation Document Management Dynamics 365 Dynamics CRM Email Management

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

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Enhancing Views With Charts in Dynamics 365 CRM

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Best Practices for Lead Management in Dynamics 365 CRM

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Delivering a Connected Customer Experience with Dynamics 365

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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.
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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
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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
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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

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Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
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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...
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Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
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