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...
We’ve created a series exploring how Dynamics 365 transforms various industries. In this blog, we focus on its impact on construction companies. Construction companies constantly face challenges such as budget overruns, compliance risks, and communication breakdowns....
Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also known as Copilot Search. This innovative feature allows users to filter and retrieve information using simple, conversational queries—no complex syntax required! What is...
Keeping track of past and upcoming interactions with prospects, customers, and accounts is essential for effective sales and customer management. However, Microsoft Dynamics 365 does not include a built-in field to monitor the last activity date or the next activity...
Exciting things are happening at enCloud9! For 18 years enCloud9 has successfully used work from home for its consultants to deliver value for its clients and high quality of life for its consulting team. As we continue to grow through the years it became obvious that...
Keeping your data accurate and up to date in Microsoft Dynamics 365 is essential for maintaining a streamlined workflow. Fortunately, Dynamics 365 allows users to update data quickly and efficiently using Excel Online. This feature enables users to make bulk updates...
