Sales news & resources

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Microsoft Cloud for Nonprofit updates roadmap with Volunteer Management app, new fundraising features

by Jason Gumpert

LinkedIn integration, donations workflow to arrive in May, with volunteer app and more due in autumn 2021

Azure Compute Credit Card Processing Customer Engagement Dataverse (CDS) Donor Management Dynamics 365 Not For Profit Payment Processing Power Apps Power Pages Power Platform
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Demandbase buys InsideView and DemandMatrix, strengthening data services for B2B sales and marketing

by Jason Gumpert

Demandbase announced two new acquisitions to extend its Demandbase One suite

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Sales Sales & Marketing

From the Microsoft Dynamics 365 Blogs: Field service inspections; Update Contacts; Connected customer service; Omnichannel

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Apps Power Platform Sales Sales & Marketing
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Microsoft Dynamics Profile: New MVP learns to dance with Dynamics 365 CRM

by Linda Rosencrance

Microsoft MVP Oleksandr Olashyn shares his journey from dancing to CRM architect.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Portals Power Apps Power Automate Power Pages Power Platform Sales
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5 Things Dynamics Marketers Should Prioritize in 2021

by Margaret Wise

Marketers whose organizations use Microsoft Dynamics 365 are now looking ahead to the challenges of today’s new business landscape.

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing
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How to leverage CX automation for customer retention

by Jean Shin

Understand the trends driving new channel growth across commerce sectors

Communications Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dataverse (CDS) Dynamics 365 E-Commerce Mobile Applications Power Automate Power Platform Sales
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Validity launches GridBuddy Cloud for Dynamics 365

by MSDW Reporter

Validity enters the Dynamics 365 sales and service market with its custom grid solution for better data visibility.

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Sales Sales & Marketing
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Ignite 2021: Microsoft reveals at least six new Teams integration points coming to Dynamics 365

New bi-directional integration points will touch nearly all D365 customer experience apps.

Business Central Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Event Management Field Service Field Service HR Management Human Resources (Talent) Ignite 2021
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sa.global launching new professional services solutions built on Microsoft business apps, Teams

by Jason Gumpert

New team of legal industry and Microsoft channel veterans will lead efforts in the Americas.

Billing Complex Billing Customer Engagement Dynamics 365 Expense Management Finance and Operations Legal Power Apps Power Platform Professional Services Project Management Project Operations
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Microsoft Dynamics 365 Training Insights, Session 6: Sales

by Elif Item

Planning to educate one of the broadest functional areas of Dynamics 365

Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing Training Training Insights

LATEST VENDOR RESOURCES

Harnessing the Future of Dynamics 365: Unleash the Potential of Microsoft's Commercial Generative AI & Copilot

Stratos Cloud Alliance

Dynamics ePay: A Complete Payment Processing Solution

Dynamics eShop

Data That Drives Email Marketing Relevance and Revenue for Dynamics CE/CRM Users

emfluence

Why Manufacturers Can’t Ignore Project Accounting

Sikich

HEADSTART: Accelerated ERP for Equipment and ETO Manufacturers

Sikich
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(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

Binary Stream
This guide is designed to concentrate on actionable steps
AI Bill Of Material Mgmt Complex Billing Customer Engagement Customer Insights Customer Service Dynamics 365 Fraud Protection Marketing Insights Revenue recognition Sales Sales Insights

A Guide to Understanding Revenue Leakage’s Causes

Binary Stream
This booklet Explore the core causes of revenue leakage, how it impacts your company and examples of where it might be occurring in your business today
AI Bill Of Material Mgmt Budgeting Business Process Mgmt Customer Engagement Development Dynamics 365 Dynamics Marketing Finance and Operations Financial Management Fraud Protection Invoice Processing

The Better Subscription Billing Bible

Binary Stream
How to streamline your recurring revenue today
Accounting Advanced Pricing Billing Business Central CPQ (Configure, Price, Quote) Complex Billing Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Financial Management

Navigating The Rising Administrative Challenges Healthcare Faces

Binary Stream
This booklet explores the core financial administration challenges that healthcare faces, offering strategic solutions for each
Business Central Customer Engagement Dynamics 365 Dynamics NAV Healthcare Sales

Tax Challenges Affecting the Manufacturing Industry

Vertex, Inc.
How your business can use Vertex tax solutions for Microsoft Dynamics 365 to alleviate burdens and fuel growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS
More Sales White Papers

Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales

One Company's Seamless Migration of Multiple Entities to Dynamics 365 BC 

Binary Stream
Explore the transition story of the Little Rock Convention and Visitors Bureau, as they migrate from Dynamics GP to Dynamics 365 Business Central
Accounting Business Central Commerce Customer Engagement Customer Service Databases Dynamics 365 Dynamics GP Dynamics Marketing Finance and Operations Financial Services Inventory Management

Australian Construction Equipment Distributor Accelerates Time-to-Quote and Improves Order Accuracy

Experlogix

50% improvement in time-to-quote

CPQ (Configure, Price, Quote) Customer Engagement Distribution Dynamics 365 Dynamics AX Industrial Equipment Manufacturing Sales Sales/Product Configurator

Balanced Body Sees Consistent Revenue Growth with Experlogix CPQ

Experlogix

Increased orders, revenue growth by 5%-10% year-over-year

CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics NAV Health & Wellness Manufacturing Sales Sales/Product Configurator

Aventics Implements Dynamics D365/CRM to Create a Common "Sales" Language Across the Business

Alithya

Able to integrate existing Microsoft technology and move to the cloud

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Manufacturing Marketing Sales Sales & Marketing
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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 Dynamics 365 Dynamics CRM Email Management Event Management Marketing Marketing Marketing Automation Marketing Insights Power Apps Sales

Experlogix Visual CPQ

See your products come to life with Visual CPQ. The Visual CPQ optional module provides Experlogix CPQ users with a powerful...
Business Central CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Sales Sales/Product Configurator

Experlogix CPQ Microsoft Dynamics 365 for Customer Engagement/Sales

Quote it Fast. Sell it Right. Regardless of how you sell - direct, indirect and via the web - Experlogix CPQ simplifies your...
CPQ (Configure, Price, Quote) Customer Engagement Dynamics 365 Dynamics CRM Sales Sales Quoting Sales/Product Configurator

Velaro

Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with...
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing

ClickDimensions: Email Marketing and Marketing Automation for Microsoft Dynamics CRM

ClickDimensions is the top rated, Microsoft-certified Marketing Automation solution for Microsoft Dynamics CRM...
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Power Automate SaaS Sales Sales & Marketing
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