Sales news & resources

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

As Microsoft Dynamics Webinars Grow in Popularity, Here Are Ten Tips to Make Yours Stand Out

by Mark Polino
Why You Should Stand Up, and Other Tips
Business Central Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Sales

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Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

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How to keep Microsoft Dynamics creating value long after go-live.
Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Deploying OpenClaw for Business: From Local Agent to Secure Business Infrastructure

RapidStart
How to turn OpenClaw into secure, governed business infrastructure on Microsoft.
AI Agents AI and Machine Learning Azure Business Central Copilot Customer Engagement Customer Service Dynamics 365 Enterprise Architecture Field Service Power Platform Sales

5 Operational Gaps Manufacturers Must Address Before AI

Inner Join Technologies
Assess your manufacturing organization's readiness for AI.
AI Agents AI and Machine Learning Azure Business Central Business Performance Mgmt Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Databases

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA
Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.
AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

Building a Connected Revenue Engine with Microsoft Dynamics 365, Customer Insights, and AI

Coffee + Dunn
Predictable growth starts with a connected revenue engine. Learn how Microsoft Dynamics 365 and AI can help align sales, marketing, service, and data.
AI and Machine Learning Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Fabric Finance and Operations
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How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti
How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.
AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Unifying Operations with Microsoft Dynamics 365 Finance and Supply Chain Management

iTransition
Automotive Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Human Resources (Talent) Power Platform Sales Supply Chain Management

Scaling Consulting Services Delivery with Power Platform

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Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Centralized Customer Engagement Platform

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Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Sales Automation for a Special Equipment Dealer

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How a special equipment dealer approached sales automation.
Automotive BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Power Automate Power Platform Sales Sales & Marketing Sales and Operations Planning
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Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...
AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

Microsoft Dynamics 365 CE/CRM Health Check

Maximize Your Investments With a Dynamics 365 Health Check • Is CRM adoption meeting expectations? • Is CRM being used the...
Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

TextSMS4Dynamics - SMS Integration for Dynamics 365 CRM

TextSMS4Dynamics is a powerful SMS integration solution for Microsoft Dynamics 365 CRM and Dataverse that enables businesses...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication

LiveChat4Dynamics

LiveChat4Dynamics is a powerful Live Chat integration for Microsoft Dynamics 365 CRM and Dataverse that enables businesses to...
Communications Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Power Apps Power Platform Sales Unified Communication
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