Sales news & resources

ToutApp wants Microsoft Dynamics CRM customers to refocus on sales productivity

by Jason Gumpert
With $15M in new funding, ToutApp hopes to cement its role as a leader sales productivity apps
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Sales Sales & Marketing Sales & Ops Planning

Modernizing Customer Experiences with CRM and E-Signatures

by Rahim Kaba
Why today's digital world means meeting consumers in the digital landscape - on their terms
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS

From the Microsoft Dynamics GP Blogs: eConnect mystery; Receipt entry; Account structure; SQL Server backup tips

by Linda Rosencrance
A selection of the latest insight from the Dynamics GP blogs:
Accounting Customer Engagement Data Integration Dynamics 365 Dynamics GP Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM web form integration; AX commerce offerings; AX retail payments; GP & SL promotions

by Linda Rosencrance
Recent announcements from around the Dynamics partner channel
AX 2012 R3 Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics SL E-Commerce Marketing Payment Processing Retail

The Jetsons, Self-Driving Cars, and Customer Relationship Management (CRM) Success

by Chuck Ingram
How can we apply “what works” in other areas to the field of CRM?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM in G-Cloud 6; Hosting alliance; NAV & CRM manufacturing wins

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Agriculture Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Dynamics CRM Online Dynamics NAV Government Inventory Management Manufacturing

Microsoft Dynamics CRM experts in demand: Skills and roles fueling today's job opportunities

by Karen Kroll
As the economy has improved, both Dynamics CRM partners and customers are looking to boost their CRM staffing, say hiring professionals. Where should you look to hire or get hired?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Recruiting Sales Sales & Marketing jobs

From the Microsoft Dynamics NAV Blogs: Design pattern update; Keyboard controls; Posted sales invoice numbering

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics NAV blogs
Accounting BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics NAV Financial Management Invoice Processing Marketing NAV 2013 R2 NAV 2015 Sales

Microsoft Dynamics Partner Roundup: CRM telephony; RMS payment; Fresh food partnership; Microsoft’s new social selling campaign

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
CRM 2015 Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics RMS Food & Beverage Logistics

Microsoft Dynamics Partner Roundup: Gamification update; CRM director hired; AX wins in produce, baked goods

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
Agriculture Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Food & Beverage Marketing Sales Sales & Marketing

LATEST VENDOR RESOURCES

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 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
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights 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 Dynamics 365 Dynamics CRM Marketing 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 Dynamics 365 Marketing 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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Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Pages Power Platform Project Service Automation

Marketing4Dynamics - Connect MailChimp with Dynamics 365 CRM

Marketing4Dynamics connects MailChimp with Dynamics 365 CRM in real time. It’s more than just a sync; it bridges marketing...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales

DeDupeD – Detect, Prevent & Merge Duplicates in Dynamics 365 CRM

DeDupeD is an advanced duplicate data management solution for Microsoft Dynamics 365 CRM and Dataverse. It ensures your CRM...
Agriculture Architecture Automotive Customer Engagement Customer Service Data Management Dataverse (CDS) Design & Decorating Dynamics 365 Dynamics CRM Field Service Power Apps

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

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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