Sales news & resources

A New Search Engine Eases the Challenge of Locating Data Across Functions of Microsoft Dynamics CRM

by Linda Rosencrance
How It Improves on Dynamics CRM's Built-in Search Functionality
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning search

From the CRM Blogs: Fine Tune CRM Workflows; Insert an Inline Toolbar & Buttons; Add Images to Email Templates

by Jared Berezin
The Latest News on Microsoft Dynamics CRM
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Virtual Conference on Microsoft Dynamics NAV Will Examine Best Ways to Maximize the ERP Investment

by Jason Gumpert
First-of-Its-Kind Virtual Conference for the Dynamics Community
Accounting Advanced Pricing Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics NAV Mobile Applications Product Lifecycle Mgmt Project Management

Partners Lead Microsoft in xRM Maturity, But Benefit from New xRM Identity

by Linda Rosencrance
New Products Alter Dynamics CRM's xRM Identity
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

In Deciding How to Implement That Microsoft Dynamics CRM Project, Allow for the Application’s Special Complexity

by Sandor Schellenberg
Three Considerations in Deciding About Outsourcing
Business Process Mgmt 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

Maximize Microsoft Dynamics AX's Strengths to Build Stronger Customer Relationships

by Natalie Davidson
Four Steps That Keep You in Synch with Customers
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Sales

From the CRM Blogs: Windows 7 Compatibility; Integrating External Data; Creating and Uploading Mail Merge Template; Updated Statement of Direction

by Jared Berezin
Latest News About Microsoft Dynamics CRM
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

Case Study: How Microsoft Dynamics CRM Turned Around a Medical Services Company

by Katie Morell
A Lost Client Sparks Introspection
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Medical Devices Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

A Sneak Preview of Microsoft Dynamics CRM 5.0: More Social Networking, Charts, Customer Service Capabilities

by Katie Morell
Dynamics CRM 5.0 Due Out in 2010
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

Beyond Closing Sales: How Mobile CRM Aids in Retaining Key Sales Personnel

by Katie Morell
Mobile CRM Aids in All Areas of Sales Cycle
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Mobile Applications Sales Sales & Marketing Sales & Ops Planning Sales Order Processing

LATEST VENDOR RESOURCES

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

WebSan Solutions

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

HSO

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

How to Configure Views and Charts in Dynamics 365 CRM

Encore Business Solutions

Dynamics GP “Would You Rather?” with Syvantis

Syvantis Technologies
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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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