Sales news & resources

sales-mobile-app-preview-c.png

New mobile app for Dynamics 365 Sales is now in public preview

by MSDW Reporter

The new app offers an optimized experience, including relevance search and more native device tools

Customer Engagement Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

From the Microsoft Dynamics 365 Customer Engagement Blogs: Timeline; Canvas app; Field service; Export to PDF

by MSDW Reporter

A selection of the latest insights from the CE/CRM blogs

Customer Engagement Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Field Service Field Service Power Apps Power Automate Power Platform Sales
linkedin-sales-insights.png

LinkedIn announces Sales Insights, new platform to improve data visibility in sales operations

by Jason Gumpert

The new product includes bi-directional Dynamics 365 integration

Customer Engagement Dynamics 365 LinkedIn Sales Sales & Marketing Sales & Ops Planning Sales and Operations Planning

MSDW Podcast: Marketing automation performance for Dynamics 365 users

by MSDW Reporter
Customer Engagement Dynamics 365 Dynamics CRM MSDW Podcast Marketing Automation Sales

From the Microsoft Dynamics 365 Customer Engagement Blogs: Sales forecasting; Close deals; Citizen engagement; Asset location

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Customer Engagement blogs

Customer Engagement Dynamics 365 Sales

Microsoft Dynamics Partner Roundup: Rental portal; Partnerships; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics CRM Dynamics NAV Finance and Operations HR Management Human Resources (Talent) Lease Management Power Platform
d365-fundraising-engagement-contact.jpg

Launch of Fundraising and Engagement for Dynamics 365 Sales is part of new industry solutions approach at Microsoft

by Jason Gumpert

Microsoft's industry-focused efforts now include production-ready products upon which partners can build.

Customer Engagement Donor Management Dynamics 365 Not For Profit Sales Sales & Marketing
cdm-nfp.jpg

Microsoft launches Fundraising and Engagement solution for Dynamics 365 Sales

by Jason Gumpert

New solution, designed with MISSION CRM, builds on two years' worth of nonprofit business applications work from Microsoft's Tech for Social Impact.

Customer Engagement Donor Management Dynamics 365 Dynamics CRM Fundraising Not For Profit Sales Sales & Marketing Tech for Social Impact
call-journey-microsoft-diagram.png

Call Journey partners with Microsoft on voice data analytics

by MSDW Reporter

Data from voice calls will feed into Azure, productivity, business apps systems, companies state.

AI AI and Machine Learning Azure Customer Engagement Customer Insights Customer Relationship Mgmt Customer Service Customer Service Databases Dynamics 365 HR Management Power BI

Microsoft Dynamics Partner Roundup: Supply chain; Project modeling; Partnership; New contract

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure CPQ (Configure, Price, Quote) Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Government Manufacturing Manufacturing Retail

LATEST VENDOR RESOURCES

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
More Sales Videos

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
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

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
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS
More Sales White Papers

Case Study: One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

Binary Stream
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
More Sales Case Studies

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
More Sales Solutions