Sales news & resources

Ipreo Launches BD For Dynamics CRM Solution For Financial Services Companies

by Linda Rosencrance
Integrates Ipreo's workflow tools and institutional contacts database with Microsoft Dynamics CRM
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

From the CRM Blogs: Bulk Email with Merge Fields and Pics; Sync Contacts to Outlook; Teach Yourself CRM 4 in 24hrs; Web-to-CRM Internet Lead Capture

by Jared Berezin
The Latest News About Microsoft Dynamics CRM
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Social Media Get Ever More Attention from Microsoft Dynamics CRM, Salesforce.com

by Jason Gumpert
Salesforce.com Pushes the Social Media Envelope with "Chatter"
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Why Improved User Friendliness Doesn’t Translate Into Easier Implementation for Microsoft Dynamics CRM

by Sandor Schellenberg
The Three Most Common Implementation Pitfalls
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Two ISVs Partner with Microsoft to Market Billing Systems Built on Dynamics CRM

by Jason Gumpert
Convergsys and Redknee See Major Marketing Opportunities
Consumer Goods Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Management Forecasting HR Management Marketing Project Service Automation
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Experlogix Unveils Configurator Portal Edition for Microsoft Dynamics CRM

by Linda Rosencrance
Expands sales configuration capabilities to customers, channel partners, prospects
Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales Order Processing

How to Publish Salesperson-Specific Data to the Field with Microsoft Dynamics GP and SQL Reporting Services

by Michael D.
Customer Education is the Key
BI and Reporting Customer Engagement Dynamics 365 Dynamics GP Marketing Sales Sales & Marketing Sales & Ops Planning

Media Aspects/InterDyn AKA and S4M Team Up to Provide Integrated Broadcast Management Solution For Microsoft Dynamics

by Linda Rosencrance
Combined solution aimed at North American television broadcasters
Accounting Advanced Pricing Customer Engagement Dynamics 365 Dynamics AX Expense Management Forecasting Legal Matters Marketing Media & Entertainment Sales Sales & Marketing

From the NAV Blogs: Pros and Cons of Implementing with Consultants; Add-in Treemap Displays Customer List by Importance; View Sales Data in an Interactive Map

by Jared Berezin
Latest news from the Dynamics NAV blogs
BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics NAV Marketing Sales Sales & Marketing

Resco Introduces New Developer Tool for Mobile Applications of Microsoft Dynamics CRM

by Jason Gumpert
Microsoft Backs Development Tool
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing Sales & Ops Planning

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Top 3 Benefits of Dynamics 365 Automated Testing to Maximize Your IT Efficiency

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Harnessing the Future of Dynamics 365: Unleash the Potential of Microsoft's Commercial Generative AI & Copilot

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Dynamics ePay: A Complete Payment Processing Solution

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Data That Drives Email Marketing Relevance and Revenue for Dynamics CE/CRM Users

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Why Manufacturers Can’t Ignore Project Accounting

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Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

TheTestMart
Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales

(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

Binary Stream
This guide is designed to concentrate on actionable steps
AI Bill Of Material Mgmt Complex Billing Customer Engagement Customer Insights Customer Service Dynamics 365 Fraud Protection Marketing Insights Revenue recognition Sales Sales Insights

A Guide to Understanding Revenue Leakage’s Causes

Binary Stream
This booklet Explore the core causes of revenue leakage, how it impacts your company and examples of where it might be occurring in your business today
AI Bill Of Material Mgmt Budgeting Business Process Mgmt Customer Engagement Development Dynamics 365 Dynamics Marketing Finance and Operations Financial Management Fraud Protection Invoice Processing

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
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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

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

TheTestMart
Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

TheTestMart
Discover how James M. Pleasants Company revolutionized their operations and enhanced efficiency by transitioning to automated testing
AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

TheTestMart
Discover how Reily Foods streamlined their testing processes after upgrading to Dynamics 365 Finance
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales
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TheTestMart: Automated Testing for Microsoft Dynamics 365

Discover the benefits of automated testing with TheTestMart! Our company overview brochure highlights our unique approach to...
AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

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

Experlogix Visual CPQ

See your products come to life with Visual CPQ. The Visual CPQ optional module provides Experlogix CPQ users with a powerful...
Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Sales Sales/Product Configurator

Experlogix CPQ Microsoft Dynamics 365 for Customer Engagement/Sales

Quote it Fast. Sell it Right. Regardless of how you sell - direct, indirect and via the web - Experlogix CPQ simplifies your...
CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics CRM Sales Sales Quoting Sales/Product Configurator

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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