Sales news & resources

Microsoft Plans CRM Connector for Dynamics AX, New Release of AX for Retail

by Jason Gumpert
New Functionality Due Out Shortly
AXUG Summit 2010 Accounting Advanced Pricing Auditing BI and Reporting CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

The New Dynamics NAV-CRM Connector Is Welcome News to Many, But At Least One Company Will Hang Back

by Jason Gumpert
Shock Effects for Augsburg Fortress
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics NAV Financial Management Media & Entertainment NAVUG Forum 2010

How to Avoid the Tyranny of Best Practices in Implementing Microsoft Dynamics CRM

by Leon Tribe
Capitalize on Your Company's Differentiators
CPQ (Configure, Price, Quote) Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Sales Quoting

Microsoft Dynamics Partner Roundup: PowerObjects’ New CRM Add-Ons; Luminit Implements Olive-3; Origin Selects Columbus IT; Footasylum Selects K3; Ignify Re-certified for PCI Compliance

by Linda Rosencrance
The latest Dynamics Partner announcements
Agriculture BI and Reporting Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM E-Commerce KPIs Manufacturing

New Marketing Automation Provider ClickDimensions Boasts Tight ExtactTarget Support, Azure-based Platform

by Jason Gumpert
c360 founder John Gravely's newest venture launches with major sales push
Automated Data Collection Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Automation Power Automate Sales Sales & Marketing

Five Questions You Need to Answer When Creating a Microsoft Dynamics GP Report Specification

by Victoria Yudin
Why the person building your report needs more than 'need-to-know'
Accounting BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP Sales Sales & Marketing Sales & Ops Planning

The Top Six Misconceptions about CRM Mobility for Microsoft Dynamics CRM

by Derek Warburton
Expect more out of CRM Mobility solutions to realize the platform's true potential
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing

Microsoft Dynamics CRM Partners Await New Features, Flexibility in Microsoft Dynamics CRM 2011 Beta

by Linda Rosencrance
Partners identify dashboarding, Dynamics CRM Online customization, UI upgrades as key improvements
BI and Reporting CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM SaaS Sales Sales & Marketing xRM

HealthSouth Begins to Reap the Productivity Benefits of Bringing 1,000 Marketing Reps Onto Mobile CRM

by Jason Gumpert
Cutting Out Repetitive Steps
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Health & Wellness Healthcare Sales Sales & Marketing Sales & Ops Planning

Microsoft Dynamics CRM Remains a Strong Contender with Most Recent Analyst Recognition

by Jason Gumpert
Gartner and Forrester release new reports putting Dynamics CRM in the top tier
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning

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Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

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LPA Lays the Groundwork for a Data-Driven Future with Dynamics 365 and aec360

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How to Configure Views and Charts in Dynamics 365 CRM

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Dynamics GP “Would You Rather?” with Syvantis

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Sell Smarter, Serve Faster: A Practical Guide to Microsoft Dynamics 365 CRM

JourneyTeam
Struggling with a CRM that creates more work than it solves? This guide breaks down how Microsoft CRM and Copilot simplify sales, service, and marketing with AI-driven productivity
AI and Machine Learning Azure Contact Center Contact Center Copilot Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics 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 and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service Customer Voice Dynamics 365
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Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

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
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WhatsApp4Dynamics – WhatsApp Integration with Microsoft Dynamics 365 CRM

WhatsApp4Dynamics is a powerful communication and customer engagement solution that integrates WhatsApp Business directly...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Power Apps Power Platform Sales

User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365

Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security
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