When it comes to Microsoft Dynamics 365 for Customer Engagement/CRM, the core sales entities, such as Lead, Account, Contact, and Opportunity, usually get most of the attention. But one of the more overlooked and underappreciated entities that can provide a wealth of important marketing and sales data is the Competitor Entity. This entity is where […]
continue reading...Posts Tagged ‘CRM for marketing automation’
Overview of Dynamics 365 for Marketing | 2018 Release Notes | Marketing Automation
Overview of Dynamics 365 for Marketing October '18 release Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the October '18 release, new capabilities include account-based marketing and deeper LinkedIn integration. The marketing app also supports additional languages […]
continue reading...2015 Marketing w/MSDynCRM Idea Conference
Are you a marketer using CRM? The Marketing with Microsoft Dynamics CRM Idea Conference is a completely virtual experience dedicated to marketing with Microsoft CRM. The presenters will be marketing and CRM experts sharing ideas, case studies, success stories and best practices specifically for marketers using CRM. The Idea Conference will be held on Thursday, […]
continue reading...30 Examples How Microsoft Dynamics CRM Integrates with Marketing Automation
1. Quickly Design Email Templates Save time creating marketing emails using drag and drop template editors with integrated marketing automation solutions like dotmailer and Click Dimensions. Quickly create smart templates for newsletters, events, promotions, product launches and other email messages. Create a fully customized template from scratch, or personalize suggested templates with your own branding […]
continue reading...ClickDimensions Certification Boot Camp at Convergence 2015
If you have thought about becoming ClickDimensions certified, now is the perfect time! ClickDimensions will be hosting a one-day certification boot camp on Sunday, March 15, 2015 right before the start of Microsoft Convergence 2015 in Atlanta. This boot camp training will cover everything you need to know to pass the ClickDimensions Certification exam. At the end […]
continue reading...The Magic of Microsoft Dynamics CRM 2015
A great deal has already been written about the new features of Microsoft Dynamics CRM 2015 Online. And I know that here at Altico Advisors, we’re going to derive huge benefits from the functionality in this next release, as will our clients! But instead of a laundry list of features, I want to tell you […]
continue reading...When You Think about Microsoft Dynamics CRM, Remember This: Marketing-driven Companies Are 31% More Profitable (1)
Having recently blogged on this same topic on the Altico Advisors company blog, I came to three realizations: It’s a topic I’m passionate about There’s a lot more to say than what I included in my original blog post To be a marketing-driven company and reap the rewards, you need a world-class CRM system Just […]
continue reading...What’s New in Dynamics CRM Spring ’14: Marketing
As you might have heard, last week Microsoft released a new version of Dynamics CRM. The updates included in this release center around adding additional Marketing, social listening and service capabilities to the popular customer relationship management platform. If you’d like to take an in depth look at the new features included in Dynamics CRM […]
continue reading...Is an Integrated Marketing Automation and CRM System Right for You?
Marketing Automation software serves a company's marketing department beyond what a CRM system does, and a CRM system serves sales and other departments. When integrated, Marketing Automation and CRM tools enhance each other, resulting in even more and better-qualified leads and, ultimately, more sales and satisfied customers. If you have one of these productivity tools, […]
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