Sales news & resources

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
cs_windows_azure.png

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
akvelon-android_dialog.png

Akvelon Announces Microsoft Dynamics CRM Tracker for Android

by Linda Rosencrance
For sales people who rely on Android phones for customer calls
Android Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing
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CoreMotives to Integrate InsideView in Microsoft Dynamics CRM Marketing Automation Offering

by Linda Rosencrance
Marketing automation enhanced with InsideView sales intelligence data, companies say
Customer Engagement Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing

In Fragmented Social CRM Market, Gartner’s Magic Quadrant Report Sees No Place for Microsoft Dynamics CRM

by Linda Rosencrance
Microsoft’s social CRM approach still lacks maturity, reference customers, analyst believes
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Salesforce.com Social 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.
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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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Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Marketing Power Apps Power Platform Project Service Automation Sales

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...
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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...
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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
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