Sales news & resources

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Improve Sales with AI in Microsoft Dynamics 365

by Stefano Tempesta

D365 Sales Insights now gives organizations out of the box access to predictive analytics that could only be customized in years past.

AI AI and Machine Learning Artificial Intelligence (AI) Azure Customer Engagement Dynamics 365 Sales Sales & Marketing Sales Insights
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First Take: Key updates for Dynamics 365 Customer Experience apps in 2020 release wave 2

by Heidi Neuhauser

A new mobile sales experience, service integrations, a quickly approaching deadline for customers, and a lot more

CPQ (Configure, Price, Quote) Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 Marketing Mobile Applications Power Apps Power Apps Portals Power Automate
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Microsoft reveals 2020 release wave 2 plans for Power Platform, Dynamics 365

by Jason Gumpert

A range of improvement, including launch of new apps in the October 2020 to March 2021 timeframe.

BI and Reporting Business Process Mgmt Commerce Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Finance and Operations Human Resources (Talent) KPIs Marketing
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Dynamics 365 Sales investing in velocity, new mobile apps, says Microsoft GM

by Jason Gumpert

New D365 Sales GM Ray Smith spoke to users as part of a virtual event and noted several priorities. 

AI Customer Engagement Customer Relationship Mgmt Dynamics 365 Forms Pro Sales Sales & Marketing Sales & Ops Planning Sales Insights

Flows from the field: Service Bus Queues; Maintaining user security settings; Generating data; Grouping and summing

by Eamon McCarthy Earls

Recent Power Automate flows from intrepid D365 professionals - and beyond

Azure Customer Engagement Dynamics 365 Integration Power Automate Power Platform Robotic Process Automation (RPA) Sales Security Storage
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Microsoft stresses rapid response in launch of Business Apps Summit virtual conference

by Jason Gumpert

Microsoft Business Applications Summit (MBAS) 2020 kicks off by calling out recent efforts to address the global health and economic crisis.

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 E-Commerce Field Service Furniture Government Healthcare Power Apps Power Automate Power Platform
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C3.ai complete quick deployment of Microsoft Dynamics 365 Sales, Teams

by MSDW Reporter

D365 Sales app deployed to production in under two weeks, with plans to add Customer Service and Marketing.

Azure Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 for Customer Engagement Blogs: System configuration; Omnichannel engagement; Command checker tool

by MSDW Reporter

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

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing
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WalkMe supports digital adoption platform on Microsoft Dynamics 365 Sales

by MSDW Reporter

Partnership aims to increase productivity and user adoption among sales teams. 

AppSource Customer Engagement Dynamics 365 Sales Sales & Marketing Training User Adoption
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The rise of Dynamics 365 in the real estate, property, and housing market

by Mohamed Mostafa

As legacy vendors have struggled, the property and housing market has become a particularly good fit for Dynamics 365 and the Power Platform.

Azure Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Marketing Marketing Automation Power Apps Power Automate

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

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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
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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
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