Sales news & resources

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

New Microsoft Dynamics CRM Add-On Aims to Help Insurance Agencies Boost Efficiency, Lower Cost, Grow Market Share

by Pam Derringer
Total cost of ownership lower than cloud solutions after one year, maker says
Commission Calculation Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Insurance Sales Sales & Marketing

For CoreMotives, Azure is the Answer for Scaling a Microsoft Dynamics CRM Add-On

by Pam Derringer
Startup finds the right performance and scalability with Azure
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Automation Power Automate Sales Sales & Marketing xRM

Marketing Success with Microsoft Dynamics CRM - Begin with Marketing Campaigns

by Dan Griffin
Begin your marketing success plan with campaign management for tactics, review, execution, and metrics
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

Sonoma Partners Releases Vibe, Social Solution For Microsoft Dynamics CRM

by Linda Rosencrance
Social features closely mirror Salesforce.com's Chatter, company says
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing xRM

Dynamics CRM’s Patterson Argues Execs Must Exploit New “Business-to-People” Paradigm, “Connect Across Ecosystems”

by Jason Gumpert
Don't Block Employees' Social Networks
Business Performance Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing

Why Microsoft Dynamics CRM Users Need to Shift Focus from Applications to Scoping for Integration

by Sandor Schellenberg
Integration Needs Must Predominate
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Sales

Microsoft in Partnership with Mongoose Metrics to Add Call Tracking Capabilities to Dynamics CRM

by Jason Gumpert
Matching Outreach with Inbound Calls
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning

Microsoft Pushes Dynamics CRM into the Health Insurance Market

by Jason Gumpert
A New Vertical for Dynamics CRM
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

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 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

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM 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 Customer Insights - Journeys (Marketing) Dynamics 365 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 Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service 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 - Data Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Automation Power Apps Sales
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