Posts Tagged ‘CRM tips and tricks’

Syvantis Technologies, Inc.'s Logo Three common sales and marketing mistakes in manufacturing and how to avoid them

Within each industry, individual businesses feel the weight of similar struggles. In manufacturing, some of these struggles arise from common sales and marketing choices that do not benefit the business in today’s market, but actively stagnate or hinder it. Three of these common sales and marketing mistakes revolve around the use of customer relationship management …

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JOVACO Solutions's Logo Mettre à jour le prix des commandes clients en cours dans Microsoft Dynamics 365

Microsoft Dynamics 365 permet de verrouiller les prix des produits des commandes clients, ce qui peut causer des difficultés aux utilisateurs lorsqu’ils tentent de mettre à jour le prix unitaire. Lorsque cette situation se présente, elle peut être gérée de deux façons différentes : Via le ruban de la barre d’outils Via l’icône représentant un cadenas …

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JOVACO Solutions's Logo Updating product unit pricing on open sales orders in Microsoft Dynamics 365

Microsoft Dynamics 365 offers price locking on sales order products, which can cause users to experience difficulties when they attempt to update unit pricing. When this situation arises, it can be managed in two ways: Via the toolbar ribbon Via the lock icon found directly above the sales order products sub-grid By default, when sales …

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enCloud9 LLC's Logo Multiple account Salesperson scenarios in Dynamics 365

Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account. As they were integrating with their financial system, they also had a default ownership of ALL accounts to a single …

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