Harnessing the Power of Assignment Rules in Dynamics 365

Sep 21, 2023 | Dynamics 365 Sales

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...

How ClickDimensions PowerPack Helps SMBs Drive Higher Win Rates

Aug 30, 2023 | ClickDimensions, Dynamics 365 Sales, Marketing, News and Updates, Power Apps, Power Platform

Are you a small or medium-sized business struggling to remain competitive in an increasingly competitive market? ClickDimensions PowerPack enables SMBs to improve the efficiency of both Sales and Marketing efforts, improve conversions and win rates – as well as...

Eliminate the Guesswork with Sales Forecasting: Part 2

Jun 10, 2023 | Dynamics 365 Sales, New Features in Dynamics 365

  Stop the Guesswork: Mastering Sales Forecasting in 2023! Predicting your organization’s revenue accurately remains an indispensable facet of sound business management. A precise revenue forecast equips you with the tools to strategize effectively,...

Eliminate the Guesswork with Sales Forecasting: Part 1

Jun 1, 2023 | Digital Transformation, Dynamics 365 Sales, Microsoft Dynamics 365, New Features in Dynamics 365, Webinars

Stop the Guesswork: Mastering Sales Forecasting in 2023! Accurate revenue prediction stands as a cornerstone of effective business management, delivering the power to strategize with precision, allocate resources optimally, make well-informed decisions, master...

What’s new and upcoming in Dynamics 365 Sales?

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...

Forgotten Features of Dynamics 365 – Part 6 -Boost Reliability with Dynamics 365 Sales Quoting

Sep 5, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365

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...