Sales news & resources

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

9 Key Takeaways Microsoft Dynamics 365 Sales & Marketing Users Can Expect from the Productivity Tools Showcase

by Anya Ciecierski

Presenters offer a sneak preview of the information attendees can expect to take away from the event

Business Process Mgmt Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Power Platform Sales Sales & Marketing Training
snow-trees-lake-1.jpg

2022 Year in Review: Microsoft Dynamics 365 expert insights

by Jason Gumpert

Contributing writers demonstrate why technology decision makers need to keep a broad perspective moving into 2023

Business Central Customer Engagement Data Integration Data Management Databases Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Birthday reminders; Subscription lists: Email bounces; Omnichannel for Customer Service

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing
2022-10-10_msdw_sales_marketing_showcase_banners-800.jpg

12 Key Takeaways Dynamics 365 Customer Engagement Users Can Expect from the Productivity Tools Showcase

by Anya Ciecierski

A new event on November 2 features four vendors that have helped thousands of Dynamics customers

Customer Engagement Customer Service Document Management Dynamics 365 Field Service Marketing Marketing Automation Sales Sales & Marketing Subscription Management Unified Communication Web-based Mapping

Ignite 2022: Microsoft adding more Teams scenarios for Dynamics 365 users

by Jason Gumpert

Access to Business Central data, embedded sales and service chat, and conversation summaries are coming soon

Business Central Collaborative Workspaces Customer Service Sales Sales & Marketing

MSDW Podcast: Why CRM automation will set you, and your reps, free

by MSDW Reporter
Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM MSDW Podcast Sales Sales & Marketing
viva-sales-card.png

Microsoft announces Viva Sales general availability with new sales enablement integration

by Jason Gumpert

Viva Sales will be free for D365 Sales users, also launches with Salesforce integration

Customer Engagement Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Real-time marketing; Unified routing: Forgotten features; D365 Marketing release wave 2

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics Partner Roundup: Sales intelligence; Transportation partnership; CRM, AEC wins

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Architecture Construction Customer Engagement Dynamics 365 Engineering Power Platform Real Estate Sales Sales & Marketing Transportation Transportation Management

LATEST VENDOR RESOURCES

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

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

Stratos Cloud Alliance
More Sales Videos

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
More Sales White Papers

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

Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales
More Sales Case Studies

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
More Sales Solutions