Sales news & resources

Understand the Impact of Replacing Microsoft Dynamics CRM Activity Feeds with Yammer

by Jason Gumpert
How to manage legacy Activity Feed data and new use cases with Yammer and the December 2012 Service Update
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Yammer

Microsoft Dynamics Partner Roundup: FISMA Cloud Offering; Mobile Fundraising; Event, Prospecting Integrations; VAR Deals

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Aerospace & Defense Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics GP Dynamics SL FISMA Fundraising

Dynamic Space: Microsoft Pushes Forward Its Social CRM Vision

by Doug Bonderud
Casting a wider net with Dynamics CRM in emerging social, service scenarios
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Moxie Sales Sales & Marketing Skype Social Networks
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Device-Specific Mobile Apps Live On in Latest Microsoft Dynamics CRM Statement of Direction

by Jason Gumpert
Microsoft lays out its three year vision on browsers, devices, social tools, platform and performance
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing Windows 8

Microsoft Announces Dynamics CRM Online December 2012 Service Update

by Jason Gumpert
The release formerly known as Polaris adds new user experience, new Microsoft product integrations, Office 2013 compatibility
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Polaris Sales Sales & Marketing
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Dynamics Introspective: Can MarketingPilot Help Microsoft Carve Out an Entirely New Opportunity Area for Dynamics CRM?

by Jason Gumpert
MarketingPilot brings Microsoft a range of sophisticated tools for the CMO, but where will it find value with Dynamics CRM?
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Marketing Resource Mgmt (MRM) MarketingPilot Sales Sales & Marketing

Users' Questions on the Future of Microsoft Dynamics CRM Highlight Shifting Needs of Existing, New CRM Customers

by Jason Gumpert
Microsoft team elaborates on user experience options, mobile, Office, search, and more.
CRM 2011 CRMUG Summit 2012 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Orion Polaris Sales

Microsoft Dynamics CRM Team Extends Roadmap to 2014 with Focus on Window 8, User Engagement

by Jason Gumpert
Twice-yearly releases through 2014 to include two new interfaces, marketing resource management, process automation
CRMUG Summit 2012 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Leo Marketing Orion Polaris Sales
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Sonoma's EZ Opp Gives Sales Reps New Reason to Update Dynamics CRM Opportunities

by Linda Rosencrance
Free Windows 8 app soon to arrive in Windows Store
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Tablet Windows 8

Microsoft Dynamics Partner Roundup: Zetadocs Express for NAV 2013; Anytime Collect for GP; Hitachi Selects InsideView; GP Healthcare Win

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AP Automation Accounting Business Central Collections Management Customer Engagement Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV GP 2010 Healthcare Marketing

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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

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Dynamics ePay: A Complete Payment Processing Solution

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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

Navigating The Rising Administrative Challenges Healthcare Faces

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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
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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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