It's hard to imagine any aspect of the workplace that hasn't been disrupted by new technology. From unified operations applications, customer engagement platforms, remote collaboration technologies suites, the digital business landscape is defined by countless options integration possibilities. But in reality, a high percentage of businesses aren't sure which of these technologies matter, and why. […]
continue reading...Posts Tagged ‘Dynamics 365 for Sales’
Data Migration Tips for Dynamics 365
One of the most important parts of a migration is getting the current data to the new system as efficiently as possible. To do that, preparation is key — the more you do, the more likely you will be successful in this endeavor. Below are some tips to help prepare for your Dynamics 365 CRM data […]
continue reading...Opportunity Grid Accelerator for Dynamics 365
Creating a sales opportunity or quote in Microsoft Dynamics 365 that covers multiple product lines can prove time-consuming. That's because interface controls force sales users to select individual products. If an opportunity consists of six different products, a sales user will repeat six different searches to select these items. For sales professionals who create multi-line quotes this is […]
continue reading...Manage your KPIs with Dynamics 365 Goals
Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in […]
continue reading...Setting up D365 Sales and SharePoint Integration
Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need […]
continue reading...CRM Systems Fail Sales Teams. Can AI Help?
CRM systems are designed to automate processes, improve customer responsiveness and increase visibility. Your teams can’t wait to get their hands on the new toolset when they think about having more accurate, secure data at their fingertips. Post-implementation, fast forward a few months and getting your salespeople to properly use your new, shiny CRM is […]
continue reading...MSPs – Looking for a Dynamics 365 Partner?
As an MSP your hands are full keeping your client’s IT systems running and secure. But if your client needs Dynamics 365 to increase sales and customer commitment, where should you turn? For most MSPs, Dynamics 365 is not an area of expertise. More and more companies who use Office 365 also want a cloud-based CRM that integrated with their other applications. […]
continue reading...Direct Sales IT Leaders: These 2 Tools Will Help Your Sales Leaders Increase Distributor Performance
Every IT leader has felt pressure from the sales organization to produce tools that will increase sales. This group is sometimes the hardest to serve - their requests are usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. . . And there's the fact that […]
continue reading...Can Better Technology Help Network Marketing Teams Reach Their Potential?
The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers. Is your organization effectively using all of this data […]
continue reading...OmniPay & Dynamics 365 for Sales: The Most Versatile Payment Platform
Users of Microsoft Dynamics 365 for Sales now have access to one of the industry's leading payment platforms. OmniPay, by JourneyTEAM, is already one of the most trusted payment solutions out there. The system is intuitive, versatile, and secure. Now, Microsoft Dynamics 365 for Sales users can take advantage of everything this system has to offer. […]
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