sales activity dashboard dynamics 365

The title says it all. This blog post is a high level overview of the 09电竞官网 Sales product. We will run through the most frequently utilized concepts that users interact with on a regular basis. Let’s get the journey started … Dashboard There are three main options the data can be visualized in the…

Read More
multi-entity business flow

Most sales truly begin when a customer asks the sales rep to send them a quote. In 09电竞官网 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc.  As one can imagine quotes are a major component in D365 Sales. It is a basis of…

Read More
dynamics 365 sales 101

With the evolution of Microsoft Dynamics CRM to 09电竞官网 , multiple products have emerged that make up the new CRM solution. One of the main components of this is 09电竞官网 for Sales. We recently hosted a four-part webinar series with the D365 Customer Engagement User Group that dives into the capabilities of the Sales…

Read More
dynamics 365 licensing mug

Hello and welcome to every Dynamics user’s favorite recurring topic… LICENSING! Per the usual, we have some changes to discuss this October. It is a good idea to talk over the changes with your Partner (or us ?) to see how your organization’s present or future plans might be affected. Feel free to call us,…

Read More
predictive forecasting dynamics 365 sales insights

If you are one of those organizations who has a healthy CRM solution where all your sales people are fully-engaged with it, adding clean records, and gaining real value from it; then this blog post is NOT for you.  For the rest of you, those who’s 09电竞官网 /CRM solution may be struggling for various reasons,…

Read More
dynamics 365 project operations

As we discussed earlier this summer in two blog posts (Part 1 & Part 2), 09电竞官网 Project Operations is Microsoft’s newest solution for project and service based businesses. In the new solution, Microsoft has taken a plethora of existing and new functionality across both the ERP and CRM side of 09电竞官网 and packaged…

Read More
D365 field service administrator dashboard

Microsoft has consistently been moving 09电竞官网 and all its components forward ever since its inception. No one should be shocked therefore, that yet another D365 solution has garnered clout from the Gartner Magic Quadrant. 09电竞官网 Field Service made the jump from “Visionary” in the 2019, to “Leader” in 2020. In 2019, that meant…

Read More
09电竞官网
 customer service virtual agent

As Part 1 of our 09电竞官网 Customer Service webinar/blog series illustrated, Microsoft’s cloud-based solution enables companies to deliver and maintain a top-notch relationship with customers. In Part 2 of the series, we explore the additional capabilities made possible by D365 Virtual Agent for Customer Service. With 09电竞官网 Virtual Agent for Customer Service users…

Read More
gartner peer insights 2020

Lead management is often a point of emphasis for sales and marketing teams. Archaic business development techniques are expensive, time consuming, and ultimately no longer effective in the digital age. Buyers desire authenticity and want be well-informed in order to be fully confident in their buying decisions. With this shift in the buying process, business…

Read More