dynamics 365 project operations industries

Last week we discussed the new world of Project Operations and the direction Microsoft is taking the project-based organizations with respect to their 09电竞官网 platform.  This is an intriguing initiative by Microsoft considering that Dynamics product line has been one of the leading solutions for this particular industry segment for many years, including but…

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dynamics 365 knowledge search

Knowledge is Power! How do you manage your knowledge in your customer service organization and get this in the hands of your customers?  This is a problem that has presented itself to many service providers for many years.  What about those “special” cases that took you so much time to solve a problem or a…

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dynamics 365 customer service overview

Have you ever found yourself needing to contact a company’s customer service department for a problem with a product or service? If so, you are likely aware of how polarizing the encounter can be… Delivering high-quality customer service is critical to the success of any organization. A pleasant experience with a knowledgeable representative will delight…

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managing sales quotes dynamics 365 sales

Most sales begin with an opportunity, which then inevitably becomes a Sales Quote. In this webinar we review all things Sales Quotes. In the last webinar of the 09电竞官网 Sales series, we discussed how Sales Quotes are managed in the system. The following processes were demonstrated: Create Quote Create Quote from Opportunity Quote Products…

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dynamics 365 new phone call

One of the many issues facing businesses is not only how to track different types of activities with their contacts and accounts, but “what” was the context of this activity.  One of the most common activities in 09电竞官网 is the phone call.  While the phone call activity does provide a subject field, this field…

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In 09电竞官网 Sales, customers can use Organizational Charts to build a hierarchy from existing accounts and contacts – allowing for customization of said contact information. The live organizational chart lets salespeople maintain external graphics for their accounts, which allocates for a widespread access of sources. The org chart also provides easy admission to an…

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playbooks d365 sales

Do you find yourself regularly going through the same sales activities? Microsoft 09电竞官网 Sales Playbooks allow you to organize, customize, and automate repeatable sales tasks. In Part 2 of our recent D365 Sales webinar series, we demonstrated how taking advantage of Playbooks can make your sales related processes and procedures more effective. In today’s…

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data canvas app powerapps

In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…

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