Sales news & resources

Ignite 2022: Microsoft adding more Teams scenarios for Dynamics 365 users

by Jason Gumpert

Access to Business Central data, embedded sales and service chat, and conversation summaries are coming soon

Business Central Collaborative Workspaces Customer Service Sales Sales & Marketing

MSDW Podcast: Why CRM automation will set you, and your reps, free

by MSDW Reporter
Customer Engagement Data Integration Data Management Dynamics 365 Dynamics CRM MSDW Podcast Sales Sales & Marketing
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Microsoft announces Viva Sales general availability with new sales enablement integration

by Jason Gumpert

Viva Sales will be free for D365 Sales users, also launches with Salesforce integration

Customer Engagement Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Real-time marketing; Unified routing: Forgotten features; D365 Marketing release wave 2

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CE/CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics Partner Roundup: Sales intelligence; Transportation partnership; CRM, AEC wins

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Architecture Construction Customer Engagement Dynamics 365 Engineering Power Platform Real Estate Sales Sales & Marketing Transportation Transportation Management

MSDW Podcast: The current impact and future promise of conversation intelligence in sales

by MSDW Reporter
Customer Engagement Dynamics 365 MSDW Podcast Sales Sales & Marketing Viva

Microsoft Dynamics Partner Roundup: Implementation partner; Collaboration; Partnerships

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Azure Business Central Customer Engagement Customer Service Dynamics 365 E-Commerce Field Service Finance and Operations Financial Management Invoice Processing Marketing
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Microsoft announces Viva Sales, a new CRM companion

by Jason Gumpert

Due in Q4 2022, the new app will look across CRM, Office 365, and Teams to provide sales data in context, Microsoft says

Customer Engagement Data Integration Data Management Document Management Dynamics 365 Dynamics CRM Sales Sales & Marketing Viva
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Previewing the new Advanced Duplicate Detection for Leads in Microsoft Dynamics 365 CE

by Arvind Khadye

A new AI model provides rules based on a combination of fuzzy logic and match codes

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Sales Sales & Marketing
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Get to know Microsoft Dynamics 365 Mobile offline-first

by Arvind Khadye

The new offline model offers a unified and simplified experience across interfaces

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Marketing Mobile Applications Power Apps Power Platform Project Operations Sales

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Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights

Coffee + Dunn

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

Encore Business Solutions

Delivering a Connected Customer Experience with Dynamics 365

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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...
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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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