Sales news & resources

Speed reigns as Microsoft blitzes Dynamics CRM pros on CRM 2013 details

by Jason Gumpert
With 12 weeks before the presumed release of CRM 2013, Microsoft begins opening up on release plans, product enhancements, licensing, and more
CRM 2013 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Resource Mgmt (MRM) Mobile Applications Orion Polaris
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Microsoft Dynamics CRM veterans reflect on 10 years of progress, growth

by Linda Rosencrance
From early days, Dynamics CRM held promise, long time professionals say
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics CRM still a leader in latest Gartner Magic Quadrant for SFA

by Jason Gumpert
On-premise scores higher than CRM Online, trailing only Salesforce in the leaders quadrant.
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing SaaS Sales Sales & Marketing Salesforce.com

Microsoft Dynamics Partner Roundup: Tribridge acquires Intelladon; ClickDimensions July release; MTC's New CRM gap-fill solutions

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Marketing Marketing Automation Sales

From the Microsoft Dynamics CRM blogs: No-code case resolution reporting; SSRS prefiltering; Better email editor; Contracts creation and renewals

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
BI and Reporting CRM 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Sales Sales & Marketing
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Microsoft confirms plans to release Dynamics CRM 2013 in the fall

by Jason Gumpert
Orion will become CRM 2013 on premise and Fall '13 online release
CRM 2013 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) Orion Sales Sales & Marketing WPC2013

Orion Update: Microsoft Dynamics CRM major release planned for October 2013

by Jason Gumpert
Both online and on-premise customers would see an October release, with different factors to consider
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: CRM integration tool updates; Low-cost ERP in India; New partnerships and hires

by Linda Rosencrance
A selection of recent news and announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Marketing Sales

Dynamics Introspective: Will marketing acquisitions change CRM competitiveness?

by Jason Gumpert
With the Salesforce acquisition of ExactTarget, what's next for CRM customers adopting marketing platforms?
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management ExactTarget Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot Marketo Sales

Dynamics CRM + Dynamics GP: Better integration through SharePoint

by Linda Rosencrance
SharePoint-based solutions offer a unique way to boost visibility of CRM and GP data and processes
Accounting BI and Reporting Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics GP KPIs Manufacturing Marketing Sales Sales & Marketing

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How to Configure Views and Charts in Dynamics 365 CRM

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Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies

Syvantis Learn | What is it?

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Introducing The Knowledge Hub

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Default Views in Dynamics 365 CRM

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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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