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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘sales opportunities’

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 […]

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How an embedded PowerApp enables faster sales quoting

Creating sales opportunity in Dynamics 365 which involve multiple products can prove repetitive and time-consuming. That's because default controls force users to select one product at a time. For busy sales professionals creating multi-line quotes this is a drawn-out process. Thanks to the Microsoft Power Platform, flexible solutions have emerged to save time and create […]

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