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 …
Posts Tagged ‘Dynamics 365 for Sales’
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 …
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. …
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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 …
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 …
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 …
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 …
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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 …
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What's in a Name? CRM vs ERP and the Importance of Speaking Your Customers' Language
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Every industry uses jargon and short-cut terms for more precise and efficient communication within their industry. Jargon can be great when you’re in the know. In my opinion, though, …
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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 …
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