Accurate close dates and revenue estimates are essential for managing opportunities in Dynamics 365 Sales. But relying on gut instinct isn’t enough to drive smart decisions. By using the built-in product catalog, you can calculate real revenue, improve forecasting,...
If your sales team struggles with quoting or managing product information, it may be time to unlock the power of the product catalog in Dynamics 365 Sales.Too many companies rely on spreadsheets or disconnected tools to track products and pricing. But with a...
Adress Management in Dynamics 365 Sales is now easier and more efficient with address suggestions and Bing Maps integration. These features help streamline data entry, improve accuracy, and provide real-time location visibility. In this guide, we’ll walk through the...
Getting clear insights from your CRM data is essential for making smart business decisions. If you use Dynamics 365 Sales, you already have access to Power BI—a powerful tool for creating visual reports and dashboards. This step-by-step guide for how to create a Power...
Effectively managing sales opportunities is absolutely crucial for any business using Microsoft Dynamics 365 Sales. Fortunately, Dynamics 365 offers multiple ways to view, track, and manage your opportunities, ensuring that you always have the right insights at the...
Effective management of sales territories is crucial for boosting sales performance, balancing workloads among sales representatives, and improving customer relationships. In Dynamics 365 Sales, setting up and optimizing territory management involves several...
Kristin Caniglia joined enCloud9 in 2015 as an Accounts and Marketing Manager. She uses her skills to deliver an awesome client experience as well as publicize the Services that enCloud9 provides. When not working, she likes taking care of her garden and riding her bike on the Omaha trail network.
Kristin Caniglia
