Sales news & resources

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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP 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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Expense Management Forecasting Legal Matters 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 Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Sales & Ops Planning

Integrating Microsoft Dynamics CRM with Microsoft Dynamics GP in 72 hours...and 5 "Easy" Steps

by Mariano Gomez
Dynamics GP and CRM Integration Can Happen Quickly
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics GP Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

The Shift in CRM Focus to Relationship Management--And How It Changes Implementation Strategies

by Ryan Plourde
Why Microsoft Dynamics CRM Is Well Positioned
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing xRM

How to Ensure the xRM "Sauce" Doesn't Overwhelm the Flavor of Your Dynamics CRM Main Course

by Sandor Schellenberg
The Real Meaning of xRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Parature Launches New Customer Service Integration For Dynamics CRM Online

by Erik Herman
New integration synchronizes on-demand customer service app with Dynamics CRM Online data.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Project Service Automation Sales Sales & Marketing Service Management

Improving the Usefulness of Sales Info: Microsoft Dynamics CRM Add-Ons Offer New Data Services

by Erik Herman
New Offerings Provide More Account and Contact Information for Sales Teams
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing xRM

Microsoft Calls On Azure for New Dynamics ERP Services

by Linda Rosencrance
Add-on services include Commerce, Sites, and Payment
Business Central Credit Card Processing Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL E-Commerce Sales Sales & Marketing

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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