Oct 19, 2023 | Dynamics 365 Sales, Microsoft, Sales
Staying ahead of the competition and consistently delivering exceptional sales results can be quite a challenge. To address these challenges, Microsoft has introduced a game-changing tool known as Sales CoPilot. This innovative solution has been designed to empower...
Oct 15, 2023 | Dynamics 365 Marketing, Dynamics 365 Sales, New Features in Dynamics 365
The future of Microsoft Dynamics 365 is here, and it’s brimming with exciting updates and innovations that promise to transform the way businesses operate. The Release Wave 2 for Microsoft Dynamics 365, which commenced in October 2023 and will continue until...
Sep 21, 2023 | Dynamics 365 Sales, Dynamics 365 Sales Insights
Efficiently managing leads is crucial for any sales-driven organization. Microsoft Dynamics 365, with its comprehensive CRM capabilities, offers a powerful feature known as Assignment Rules. This tool is instrumental in enhancing lead conversion rates by ensuring that...
Oct 10, 2022 | Dynamics 365 Sales, New Features in Dynamics 365, News and Updates
The 2022 release wave 2 plan covers all new functionalities planned to be released from October 2022 to March 2023. We will give you a rundown of a few of the features that are new and planned for Dynamics 365 Sales. Conversation Intelligence By using Conversation...
Sep 5, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, Sales
While many companies use Dynamics 365 to track leads, opportunities, and contacts, many still create quotes in Excel spreadsheets. This blog aims to demonstrate why your company should create quotes in Dynamics 365. This blog is part 6 in our series about forgotten...
Aug 17, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, Microsoft Dynamics 365
One of the most overlooked yet powerful features of Dynamics 365 CE is Territory Management. Territory Management is available in Sales, Customer Service, Field Service, Project service Automation, and Marketing. This blog is part 5 of our series on Forgotten Features...
