Sales news & resources

Scribe Software offers Connector for the new InsideView Open API

by Jason Gumpert
Microsoft Dynamics CRM integration to Open platform via Scribe Online developed by Armanino
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Marketing Marketing Automation SaaS Sales Sales & Marketing

How to implement Microsoft Dynamics NAV 2013 in trading companies

by Marije Brummel
A design-level exploration of how to use Microsoft Dynamics NAV 2013 to manage sales and purchase documents
Accounting Business Central Customer Engagement Distribution Document Management Dynamics 365 Dynamics NAV Invoice Processing Marketing NAV 2013 NAV 2013 R2 Purchasing

Microsoft Dynamics CRM's elevated profile broadens the conversation at upcoming partner event

by Jason Gumpert
Evolution of Microsoft products puts new demands on Dynamics CRM partners, organizers of eXtremeCRM say
CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Automate

How We’re Using Microsoft Dynamics CRM: A journey of continuous, measured improvement for one global services firm

by Bridget McCrea
Grant Thornton's global Dynamics CRM success hinges on managing adoption, maintaining agile development process
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Professional Services Sales Sales & Marketing

From the Microsoft Dynamics CRM Blogs: Social Listening integration; ADFS troubleshooting; Understand USD; Avoiding old scripts

by Linda Rosencrance
This week’s Microsoft Dynamics CRM blog roundup
ADFS CRM 2013 CRM 2015 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS Sales

Five challenges to prepare for when selecting Microsoft Dynamics CRM Online

by Sandor Schellenberg
Dynamics CRM Online is a good option for many organizations, but certain areas of building a successful solution deserve special attention.
BI and Reporting CRM 2013 Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Migration Data Warehousing Dynamics 365

Microsoft Dynamics CRM 2015 to arrive in Q4, emphasizing sales and marketing unity, expanded locales

by Jason Gumpert
Guided sales processes, sales hierarchies, enhanced SLA management, field level security and more addressed in new release
BI and Reporting Business Performance Mgmt Business Process Mgmt CRM 2015 Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing

New look at Microsoft Dynamics CRM roadmap through Q2 2015 reveals new code names, more four-part release waves

by Jason Gumpert
Vega, the next Dynamics CRM major release, is due in late 2014 and will introduce new software compatibility
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Electra Hydra Marketing Marketing Automation Marketing Resource Mgmt (MRM)

From the Microsoft Dynamics AX Blogs: AX 2012 Security Development Tools; Importing sales order history; Searching AX

by Jason Gumpert
A selection of the latest insight from the Dynamics AX blogs
AX 2012 AX 2012 R3 Customer Engagement Data Integration Dynamics 365 Dynamics AX Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Security

Pocketstop integrates communication, loyalty solutions with Dynamics AX, CRM

by Linda Rosencrance
Pocketstop’s Loyalty and Rewards Platform to integrate with AX; Broadcast API to integrate with CRM Online
AX 2012 R3 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics CRM Online Marketing Marketing Automation Mobile Applications

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Advanced View Controls in Dynamics 365 CRM

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

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

Stratos Cloud Alliance
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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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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
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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
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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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