Sales news & resources

Newest Dynamics 365 License Guide raises questions on Power Apps subscription rights

by Jason Gumpert
Analyst raises questions about Microsoft policies with Power Apps operating on key Dataverse tables
Customer Engagement Customer Service Dynamics 365 Field Service Power Apps Power Platform Sales

15 Key Showcase Takeaways: Cool Tools Built On Power Platform for Dynamics 365

by Anya Ciecierski
Vendors preview the highlights of their demos at this upcoming event
Billing Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Marketing Automation Portals Power Platform Sales Sales & Marketing

Travel Insurance Industry’s Email Problem: Storage strategies for Microsoft customers

by Ankit Shah
In an email-intensive industry like travel insurance, organizations need a plan to avoid costly storage mistakes
Azure BI and Reporting Customer Engagement Customer Service Data Management Data Warehousing Databases Dynamics 365 Email Management Insurance Sales Storage

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

From the Microsoft Dynamics 365 CRM Blogs: Org charts; Resource scheduling; Debugging JavaScript code; Import outbound emails

by MSDW Reporter

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

Customer Engagement Dynamics 365 Field Service Field Service Marketing Resource Dispatch & Scheduling Sales

4 Benefits of Standardizing Your Sales Process

by Sam Kumar

Reasons why you need to have a sales playbook for your sales team

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing
sales-copilot-suggestions.jpg

Inspire 2023: Viva Sales makes way for Microsoft Sales Copilot

by Jason Gumpert

Sales Copilot, the new brand name for Viva Sales, adds new capabilities

AI AI and Machine Learning Azure Customer Engagement Dynamics 365 Sales Sales & Marketing

Microsoft Cloud for Nonprofit adding Copilot AI features to Fundraising and Engagement

by Jason Gumpert

New AI-based tools from nonprofit partners aimed at humanitarian aid organizations, fundraisers, marekters

BI and Reporting Collaborative Workspaces Customer Engagement Dynamics 365 Fundraising Marketing Not For Profit Power Platform Sales Sales & Marketing
monique-hayward.jpg

Directions North America 2023 Preview: Microsoft's Monique Hayward

by Jason Gumpert

Microsoft's senior director and ecosystem lead for Business Applications marketing previews her plans for the conference

Business Central Customer Engagement Dynamics 365 Power Platform Sales
viva-sales-gpt-email.png

Microsoft previews AI-based email authoring for Viva Sales using Azure OpenAI Service and GPT

by MSDW Reporter

The preview uses Microsoft 365 Graph and CRM data to craft a variety of common seller email responses

AI and Machine Learning Azure OpenAI Sales Sales & Marketing Salesforce

LATEST VENDOR RESOURCES

Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

Unleash Copilot in Dynamics 365 Customer Engagement

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions

Top 3 Benefits of Dynamics 365 Automated Testing to Maximize Your IT Efficiency

TheTestMart
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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

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
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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

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

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
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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...
Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Sales Sales/Product Configurator

Experlogix CPQ Microsoft Dynamics 365 for Customer Engagement/Sales

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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