Sales news & resources

There’s More to Backing Up Dynamics GP Than Meets the Eye

by Mark Polino
The Built-in Backup, for Handling SQL Tables, Is Just the Beginning
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics GP Financial Management Project Management Sales Sales & Marketing

Clearing Hurdles and Easing Sales Life on the Road: New Tools Claim to Make Dynamics CRM 4.0 Truly Mobile

by Jason Gumpert
Two Moblie CRM Products Claim to Have Overcome Special Challenges of Mobile CRM, Offering Accessibility via PDAs and Smart Phones
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

Microsoft, In Convergence Presentations, Makes a Strong Case for CRM Live

by Jason Gumpert
As CRM Live nears release, indications of manager confidence and customer success.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Sales Sales & Marketing

Microsoft Introduces New “Search Engine Marketing Service” to Boost Dynamics CRM’s Advertising Oomph

by Jason Gumpert
New Service, Which Ships Immediately, Integrates with Dynamics CRM, to Aid in Placing Ads and Monitoring Effectiveness
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

Convergence Session Round Up - Wednesday

by Jason Gumpert
A roundup of Wednesday's Convergence sessions.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Financial Management Food & Beverage Professional Services Sales Sales & Marketing

What Will Users Be Talking About at Convergence 2008?

by Jason Gumpert
Questions About Management Shifts and Product Capabilities
BI and Reporting Collaborative Workspaces Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Financial Management Sales

Dialing for Dollars: Merging Marketing and Technology for CRM Success

by David Lee
And Here's a Special Opportunity for Your Company to Benefit
BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales Sales & Marketing

Seventh Generation Inc. Adopts NAV 5.0

by Jason Gumpert
NAV 5.0 Covers "95% of Business Needs" Out of Box
BI and Reporting Business Central Collaborative Workspaces Configuration & Development Consumer Goods Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management HR Management

NAV 2009 Expected to Open Way to Smoother Interaction with Key Microsoft Applications

by Jason Gumpert
Talk of “Ground-breaking User Interface” in Dynamics NAV 2009
BI and Reporting Business Central Collaborative Workspaces Configuration & Development Consumer Goods Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics NAV Financial Management HR Management

From the Blogs: Put CRM to Work...On Convergence; Migrating Data from Salesforce.com; Use AX to Check on Performance

by Jared Berezin
News from a Variety of Dynamics Blogs
BI and Reporting Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Financial Management Sales Sales & Marketing

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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