Sales can be nuanced, yet the speed required to be successful in the industry doesn’t always allow for it. And selling is just one part of a sales rep’s already […]
About Microsoft Dynamics CRM
A customer discovers your product, asks a question, requests a quote, makes a purchase, and later needs support. Increasingly, those interactions happen on WhatsApp. More than 2 billion people use […]
Sales agent projects rarely begin from the same place. One organization may still be deciding whether the capability fits its sales process, while another is already in pilot and trying […]
Who should be able to see a customer record? Who can edit it? And what happens when that customer’s documents are stored in SharePoint? As your Dynamics 365 environment grows, […]
New Dynamic, LLC is honored to once again be recognized as a 2026 Best Places To Work honoree. The annual Kansas City Business Journal Best Places To Work program recognizes […]
You built the flow. It worked. Then it didn't. The setup made sense at the time. Native duplicate detection wasn't catching records coming in through the integration, so you built […]
You pull up your Dynamics 365 sales pipeline ahead of a sales meeting. Everything looks solid. Deals are spread across stages. There’s a good amount sitting in “Proposal.” A handful […]
Imagine a sales representative has 15 minutes before an important customer call. The opportunity contains dozens of activities, recent emails, open tasks, and several changes since the last conversation. Instead […]
In episode 6 of Customer Engagement Reimagined: Practical Innovation for the Modern CRM, we looked at how revenue teams are building smarter pipelines and sharper forecasts. This month, the focus […]
Recognized for Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Businesses Overland Park, KS. August 11, 2026 – New Dynamic, LLC today announced it has been […]
A customer discovers your product, asks a question, requests a quote, makes a purchase, and later needs support. Increasingly, those interactions happen on WhatsApp. More than 2 billion people use […]
Sales agent projects rarely begin from the same place. One organization may still be deciding whether the capability fits its sales process, while another is already in pilot and trying […]
Who should be able to see a customer record? Who can edit it? And what happens when that customer’s documents are stored in SharePoint? As your Dynamics 365 environment grows, […]
New Dynamic, LLC is honored to once again be recognized as a 2026 Best Places To Work honoree. The annual Kansas City Business Journal Best Places To Work program recognizes […]
You built the flow. It worked. Then it didn't. The setup made sense at the time. Native duplicate detection wasn't catching records coming in through the integration, so you built […]
You pull up your Dynamics 365 sales pipeline ahead of a sales meeting. Everything looks solid. Deals are spread across stages. There’s a good amount sitting in “Proposal.” A handful […]
Imagine a sales representative has 15 minutes before an important customer call. The opportunity contains dozens of activities, recent emails, open tasks, and several changes since the last conversation. Instead […]
In episode 6 of Customer Engagement Reimagined: Practical Innovation for the Modern CRM, we looked at how revenue teams are building smarter pipelines and sharper forecasts. This month, the focus […]
Recognized for Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Businesses Overland Park, KS. August 11, 2026 – New Dynamic, LLC today announced it has been […]