Sales news & resources

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Resco Releases MobileCRM 2012 Productivity Update

by Linda Rosencrance
New dashboards, call tracking, network performance boosts
BI and Reporting Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing
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Altitude Software Launches New Microsoft Dynamics CRM 2011 Connector for Unified Customer Interaction in Contact Centers

by Linda Rosencrance
Altitude+ MS-CRM Connector unifies customer contact history for sales, contact center teams
CRM 2011 Call Tracking Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing
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Microsoft Dynamics Partner Roundup: Social Media for Partners; AX 2012 for Utilities; BI with AX for Retail; Streamlining Credit Union Customer Service; Agreements and Hires

by Linda Rosencrance
A selection of recent Dynamics partner announcements
AX 2012 Business Central Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Driving Profit from Sales and Marketing: Wholesale Distributors Discover, React to Customer Profitability Data in Microsoft Dynamics CRM

by Jason Gumpert
Bringing key ERP data, customer profitability data to Dynamics CRM
BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Distribution Dynamics 365 Dynamics CRM Marketing Power Automate SaaS

LBMC Announces New Microsoft Dynamics CRM Integration to Intacct Cloud ERP

by Linda Rosencrance
An alternative to Salesforce integration
CPQ (Configure, Price, Quote) CRM 2011 Customer Engagement Dynamics 365 Dynamics CRM Financial Management Intacct Marketing Marketing Automation SaaS Sales Sales & Marketing

Microsoft Launches First Wave of Social Features for Dynamics CRM in November 2011 Service Update

by Jason Gumpert
Also looking ahead to cross-browser, platform support in 2012
BI and Reporting CRM 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics CRM Online Marketing Mobile Applications Regulatory Compliance

Accelerating Deals with Electronic Signatures: DocuSign Releasing eSignature Connector for Microsoft Dynamics CRM

by Linda Rosencrance
Integrates DocuSign eSignature service with Dynamics CRM opportunities and related contracts
Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales Sales & Marketing

D&B Announces Availability of D&B360 for Use with Microsoft Dynamics CRM

by Linda Rosencrance
Two tiers of access to D&B's business and contact data
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

For Microsoft Dynamics CRM Newcomers, a Brave New World of Lead Generation

by Linda Rosencrance
Key lead management concepts when ramping up on Dynamics CRM
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Professional Services Sales Sales & Marketing crmug

InsideView Launches CRM+ To Fill Gap for its Non-Sales CRM User Base

by Linda Rosencrance
Lower price point with comparable features to PRO service
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

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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
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

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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