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Dyn365Pros

https://www.dyn365pros.com/2018/08/30/formatting-basic-email-templates-in-dynamics-365/
Redux: Formatting Basic Email Templates in Dynamics 365 for Sales

I posted a blog about Dynamics 365 email templates back in 2018. At that time, the tool in Dynamics was OK for sending emails that included simple text, personalization and a link--automated customer service messaging and the like. But the interface was crude, and you had to do some workarounds...

Dynamics 365 Sales Insights Sequences
Dynamics 365 Sales Insights: Sequences

"Sequences" is a feature of Dynamics 365 Sales Insights Premium. I think it's going to be very popular. A Sequence is a series of sales activities that guide a seller through a prescribed sales process. Ideally, this series of sales activities conforms to your best sales practices and produces repeatable,...

InsideView Insights browser extension
InsideView Insights Browser Extension

I recently published a blog about InsideView, which you can find here. There's something else new about InsideView that we use and recommend a lot. It's the InsideView Insights browser extension. It allows you to gather business intelligence and contact data directly from websites you'd like to research or approach....

Microsoft Dynamics 365 Partner
Microsoft Dynamics 365 – Managing Required Data Fields with Workflows

Keeping Dynamics 365 data relevant and accurate is critical. That's a given. But it's best to strike a balance between data collection and sales process. A client tasked us with requiring users to enter specific data on Lead records before conversion. Qualifying a Lead often triggers the creation of a...

Dynamics 365 dashboards
Dynamics 365 for Sales — Demystifying Dashboards

Dashboards are standard equipment in a CRM system. You probably have a dashboard from when you launched your CRM comprised of several charts. As time goes by, you're going to want to modify or replace your charts and dashboards. There will be activities, KPIs, campaigns, etc., you want regarding sales...


Microsoft’s Stripped-Down Dynamics 365 Mobile App

I don’t think I’ve met a salesperson that didn’t want an faster way to update CRM from the road. When you’re rushing to and from meetings, airports, conference sessions, etc., you want economy and simplicity. You probably don’t need access to customer service cases or marketing dashboards. Microsoft got the...


3 No-Brainer Integrations for CRM

  Sales automation isn't bound to just CRM. It requires a suite of solutions. Sellers rotate through an endless loop of activities of ever day -- emails, calls, meetings, proposals, etc. Even old-school aspects like note-taking are essential to follow up, staying organized and sharing information within your team. Ideally,...

Dynamics 365 for Sales
Dynamics 365 for Sales: Working with Leads and Opportunities

If you're using Dynamics 365 for Sales, Opportunity and Lead management are fundamental skills you want to master. In these videos, we're going to talk about working with Leads and Opportunities, managing related activities, opportunity data, and pipeline, and business process flows. Working with Leads https://youtu.be/98GhzVnRzIY Working with Opportunities https://youtu.be/svLl-mfsH2Y...

Dynamics 365 and Outlook
Kicking Off a Dynamics 365 Sales Process in Outlook

Let’s look at how salespeople can save time, reduce redundant data entry and start a sales process using Dynamics 365 Sales Hub and Outlook. We’re going to start a Lead-to-Opportunity sales process from the Outlook inbox and carry that forward to Dynamics 365. https://youtu.be/sUZDK5qFQOQ By Mark Abes, Vice President, Dynamics...

Microsoft Dynamics 365 Partner
Microsoft Dynamics 365 Setup – Personal Options

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff really. To access these settings, go to the gear icon in the upper right of the screen.  Here there are...

Personal View Microsoft Dynamics 365
Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to manage. Read on for the basics of creating, modifying, and sharing a personal view in Microsoft Dynamics 365. Creating a...

Microsoft Power BI
Sun Valley Solar Solutions Case Study: Transforming CRM Data to Business Intelligence

Sun Valley Solar Solutions helps Arizona’s home and business owners turn the state’s most abundant natural resource—sunlight—into immediate cost savings and a cleaner world. The Chandler, AZ company has earned top rankings and won numerous customer service awards. Challenge: Enhanced CRM reporting capabilities With any CRM, an organization is going...

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