Sales news & resources

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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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Microsoft Dynamics NAV ISVs Gearing Up for NAV 7 in Windows Azure

by Linda Rosencrance
Challenges remain for ISVs on deployment plans, configuration challenges, deadlines
Business Central Cloud Customer Engagement Dynamics 365 Dynamics NAV Manufacturing Marketing NAV 7 Power Automate Project Service Automation Rental SaaS

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Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

Enhancing Views With Charts in Dynamics 365 CRM

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

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Delivering a Connected Customer Experience with Dynamics 365

Coffee + Dunn

Advanced View Controls 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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Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights

How This Wedding Venue Business Nailed Their Salesforce to Dynamics 365 Sales Migration

Dynamics Square USA
A smarter move from Salesforce to Dynamics 365 Sales
Customer Engagement Data Migration Dynamics 365 Sales

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
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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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