Sales news & resources

Microsoft Dynamics Partner Roundup: Mailchimp integration; HRP launch; Mixed reality; Commission management

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Automotive Business Central Commission Calculation Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP Email Management HR Management Marketing Automation Mixed Reality Payroll Processing
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Updates to Dynamics 365 media and entertainment accelerator adds Teams integration, content workflow support

by Jason Gumpert

Version 2.0 expands the data model for events, adds portals, uses Teams API for new guest participation

Content Management Customer Engagement Dataverse (CDS) Dynamics 365 Enterprise Asset Mgmt Enterprise Content Mgmt Media & Entertainment Portals Power Apps Power Apps Portals Power Automate Power BI
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My favorite new features coming to Microsoft Dynamics 365 Sales, Marketing, and Customer Service in 2021 release wave 2

by Heidi Neuhauser

15 new and updated capabilities that are sure to improve customer experiences

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Telephony
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Digital adoption vendor Whatfix launches Dynamics 365 CE integration

by MSDW Reporter

Adds to company's Microsoft integration suite that includes Teams, Office 365, SharePoint

Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Sales Training User Adoption
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Microsoft Teams customers to gain new level of Dynamics 365 access

by Jason Gumpert

No-cost read and edit access to D365 CRM entities is coming to Teams users, Microsoft has announced

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Field Service Inspire 2021 Marketing Microsoft Teams Sales
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Microsoft Cloud for Nonprofit updates roadmap with Volunteer Management app, new fundraising features

by Jason Gumpert

LinkedIn integration, donations workflow to arrive in May, with volunteer app and more due in autumn 2021

Azure Compute Credit Card Processing Customer Engagement Dataverse (CDS) Donor Management Dynamics 365 Not For Profit Payment Processing Power Apps Power Apps Portals Power Platform
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Demandbase buys InsideView and DemandMatrix, strengthening data services for B2B sales and marketing

by Jason Gumpert

Demandbase announced two new acquisitions to extend its Demandbase One suite

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 Blogs: Field service inspections; Update Contacts; Connected customer service; Omnichannel

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Apps Power Platform Sales Sales & Marketing
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Microsoft Dynamics Profile: New MVP learns to dance with Dynamics 365 CRM

by Linda Rosencrance

Microsoft MVP Oleksandr Olashyn shares his journey from dancing to CRM architect.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Portals Power Apps Power Apps Portals Power Automate Power Platform Sales
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5 Things Dynamics Marketers Should Prioritize in 2021

by Margaret Wise

Marketers whose organizations use Microsoft Dynamics 365 are now looking ahead to the challenges of today’s new business landscape.

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing

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Building Scalable Sales Processes with Automated Playbooks in Microsoft Dynamics 365 CRM

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WhatsApp Integration with Dynamics 365 CRM: An Exclusive First Look at WhatsApp4Dynamics

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Measure User Engagement & Identify Low-Adopters with User Adoption Monitor in Dynamics 365 CRM

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Gamification in Microsoft Dynamics 365: Increase Engagement, Productivity, and Sales

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Harnessing the Future of Dynamics 365: Unleash the Potential of Microsoft's Commercial Generative AI & Copilot

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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

Binary Stream
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

Tax Challenges Affecting the Manufacturing Industry

Vertex, Inc.
How your business can use Vertex tax solutions for Microsoft Dynamics 365 to alleviate burdens and fuel growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

How Retailers Can Overcome 7 Common Tax Compliance Challenges

Vertex, Inc.
Leveraging the cloud-based integration of Vertex with Microsoft Dynamics 365 Commerce can provide retailers powerful benefits.
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

Taking the Pain Out of Tax with Microsoft Dynamics 365

Vertex, Inc.
How powerful tax technology can support your business growth
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Case Study: One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

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Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Ukraine War Animals Relief Fund Uses Maplytics to Help Find Animal Shelters

Inogic

The nonprofit society uses Maplytics to trace and plot the shelters that rescue the animals rendered homeless during the War and trace their needs for food, medicine, or o...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Not For Profit Power Apps Route Optimization Sales Web-based Mapping

Alta Equipment Group uses Maplytics as a Geo-Mapping Solution for its Salespeople

Inogic

Alta Equipment Group uses Maplytics as a geo-mapping solution for its Salespeople and is used to optimize their commute time and daily schedule

Construction Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Route Optimization Sales Web-based Mapping

Performance Brokerage Services uses Maplytics to identify and plot the dealerships!

Inogic

Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytic...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Financial Services Power Apps Professional Services Route Optimization Sales Web-based Mapping

Trefor uses Maplytics to prevent their clients from a longer downtime

Inogic

Radius Search and Optimized Routing work up as a team to aid the Trefor group in spotting the affected stations and assigning the right technicians there, quickly

Customer Service Dynamics CRM Field Service Power Platform Route Optimization Sales Scheduling Travel Management Utilities
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Approval Manager for Dynamics 365

The add-on Approval Manager for Dynamics 365 Project Operations helps you streamline approval processes for time and expense...
Architecture Automotive Chemicals Communications Construction Customer Engagement Customer Service Design & Decorating Dynamics 365 Engineering Enterprise Asset Mgmt Expense Management

proRM Fast Start

proRM Fast Start is the perfect project and resource management app for Dynamics 365 and specifically tailored to the...
Architecture Automotive BI and Reporting Billing Business Performance Mgmt Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics CRM Electronics Engineering

Lead Assignment and Distribution Automation in Dynamics 365 CRM

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Sales

Mind Map View in Dynamics 365 CRM - Map My Relationships

Visualize key information related to the record in a single view Map My Relationships enables users to visualize key...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Project Service Automation Sales

Card-Based Kanban View for Dynamics 365 CRM - Kanban Board

Kanban view of records with the ability to quickly update or add activities against the records. Kanban Board is a...
Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Sales
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