Sales news & resources

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How to leverage CX automation for customer retention

by Jean Shin

Understand the trends driving new channel growth across commerce sectors

Communications Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 E-Commerce Mobile Applications Power Automate Power Platform Sales
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Validity launches GridBuddy Cloud for Dynamics 365

by MSDW Reporter

Validity enters the Dynamics 365 sales and service market with its custom grid solution for better data visibility.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing
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Ignite 2021: Microsoft reveals at least six new Teams integration points coming to Dynamics 365

New bi-directional integration points will touch nearly all D365 customer experience apps.

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Event Management Field Service Field Service HR Management Human Resources (Talent) Ignite 2021
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sa.global launching new professional services solutions built on Microsoft business apps, Teams

by Jason Gumpert

New team of legal industry and Microsoft channel veterans will lead efforts in the Americas.

Billing Complex Billing Customer Engagement Dynamics 365 Expense Management Finance and Operations Legal Power Apps Power Platform Professional Services Project Management Project Operations
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Microsoft Dynamics 365 Training Insights, Session 6: Sales

by Elif Item

Planning to educate one of the broadest functional areas of Dynamics 365

Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing Training Training Insights
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Microsoft updates Dynamics 365 education accelerator with tele-advising, progress tracking

by Jason Gumpert

The January 29 update includes student portal updates, an advisor dashboard, and more.

Collaborative Workspaces Customer Engagement Dataverse (CDS) Dynamics 365 Education Marketing Portals Power Apps Power Apps Portals Power BI Power Platform Sales
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Microsoft Business Apps 2021 Release Wave 1: Dynamics 365 CE and Power Platform first look

by Heidi Neuhauser

Highlights from Sales, Marketing, and Customer Service apps, plus some Power Platform priorities 

2021 release wave 1 BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Mobile Applications Power Apps Power Automate Power BI
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The Contingent turns to Microsoft Dynamics 365 to modernize program delivery

by Jason Gumpert

Three years into its investment, the organization is running multiple programs on Dynamics 365, exploring Power Platform, and is planning more deployments soon.

Customer Engagement Customer Service Customer Service Donor Management Dynamics 365 Government Not For Profit Portals Power Apps Portals Power Platform Sales Sales & Marketing
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Microsoft introduces Cloud for Retail, adds B2B e-commerce to expanding industry story

by Jason Gumpert

Retail cloud offering aims to consolidate broad range of software and services for industry needs.

Azure Commerce Customer Engagement Customer Service Dynamics 365 E-Commerce Finance and Operations Power Apps Power Automate Power Platform Retail POS Sales
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Microsoft is adding B2B e-commerce capabilities to Dynamics 365 Commerce

by Jason Gumpert

New capabilities will support business accounts and tie into other Dynamics 365 apps

Commerce Customer Engagement Customer Service Dynamics 365 E-Commerce NRF BIG Show 2021 Retail Retail POS Sales

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

Inogic

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

Inogic

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

Inogic

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

Inogic

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

Stratos Cloud Alliance
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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
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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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