Sales news & resources

How to Use Microsoft Dynamics CRM 2011 to Manage Life Events for Financial Services Clients

by Linda Rosencrance
Maximize the sales opportunities and improve efficiency while helping clients navigate major changes
CRM 2011 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing Workflow Management

Microsoft Dynamics CRM’s Q4 2011 Update Offers New Enterprise Options, a Mix of New Features

by Jason Gumpert
Positioning cloud licensing and capabilities that will appeal to the enterprise customer
BI and Reporting CRM 2011 Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Mobile Applications SSO Sales Sales & Marketing Social CRM

Microsoft Dynamics CRM Online as Office 365 Add-On, AX RapidStart Services in Q4 2011

by Jason Gumpert
In WPC address, Kirill Tatarinov also announces Azure-based ERP RapidStart Services for partners
AX 2012 Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Marketing Mobile Applications Power Automate

Dynamics Partner Roundup: SmartSearch Partners with Kineticom; Anglia Announces LINKFresh 3; Jensen in New E-Commerce Solution; New Implementations

by Linda Rosencrance
The latest news and announcements from Microsoft Dynamics partners
Business Central CPQ (Configure, Price, Quote) Customer Engagement Customer Service Customer Service Data Archiving Data Integration Data Management Data Migration Data Warehousing Dynamics 365 Dynamics AX

From the American Prairie, a Tale of Venture Capital, an ISV Launch, and a New Take on Microsoft Dynamics CRM and xRM

by Linda Rosencrance
ICORA's initial product release promotes Dynamics CRM as an xRM platform
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing xRM

CIBER, VUE Launch Products based on Health Plan Sales Solution for Microsoft Dynamics CRM

by Linda Rosencrance
Solution providers sign on as Microsoft announces growth in customer base
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Insurance Marketing Sales Sales & Marketing xRM

Microsoft Dynamics Partner Roundup: CRM4Accounting; RMS Utilities Release; Cloud ERP in Canada; GP for Power Equipment

by Linda Rosencrance
A selection of recent Dynamics partner news and announcements
Accounting BI and Reporting Commerce Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics RMS Financial Services Manufacturing

Sonoma Partners Integrates Microsoft Dynamics CRM with LinkedIn

by Linda Rosencrance
New tool links accounts, contacts, connections to Dynamics CRM
Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

14 Health Plans Adopt Microsoft’s Health Plan Sales Solution for Microsoft Dynamics CRM

by Linda Rosencrance
Partner adoption of the solution increased by 225%
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Marketing Sales Sales & Marketing

PowerObjects Launches New Add-On Solutions for Microsoft Dynamics CRM

by Linda Rosencrance
Drag and drop images and cross-entity search tools
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Portals Sales Sales & Marketing

LATEST VENDOR RESOURCES

How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies

Syvantis Learn | What is it?

Syvantis Technologies

Introducing The Knowledge Hub

Coffee + Dunn

Default Views in Dynamics 365 CRM

Encore Business Solutions
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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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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...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Sales

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...
Agriculture Architecture Automotive Customer Engagement Customer Service Data Management Dataverse (CDS) Design & Decorating Dynamics 365 Dynamics CRM Field Service Power Apps

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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