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Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now
Yes, Dynamics 365 is an onion. I just keep peeling back the layers of this onion called Dynamics 365 and each time, I am more impressed. Even looks like an onion…
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Dynamics 365 Enterprise Edition Sales — Customer Insights
One of the biggest challenges in achieving adoption of a Customer Engagement system like Dynamics 365 Enterprise for Sales is getting sellers excited about what the system can do for…
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Microsoft Dynamics CRM Mobile App
Like a lot of sellers, I’m at a desk much of the work day calling and emailing customers. As a result, I work primarily out of the browser-based version of Microsoft Dynamics CRM Online. Naturally I had loaded the free Microsoft Dynamics CRM Mobile App (more…)
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Dynamics 365 and Office 365 — Artificial Intelligence Accelerates Your Sales Process
A new feature in Dynamics 365 called Relationship Insights uses artificial intelligence to mine the data shared by Dynamics 365 and Office 365. Relationship Insights looks for clues to customer need and action items for sellers or service users. You’ll be impressed to see the practical application of Artificial Intelligence within Outlook accelerating the sales process using Dynamics 365. (more…)
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Microsoft Dynamics 365 Relationship Insights
Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Microsoft Dynamics 365 Relationship Insights. Relationship Insights mines all the sales related data stored in CRM…
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Dynamics 365 — When to Use a Lead Record vs. Opportunity Record
I was doing a project review with a client the other day and was asked this question – “What is the difference between the Lead and Opportunity record types?”. This isn’t the first time I’ve heard that question from clients so I wanted to take a minute to do my best to explain these two very important sales records in Microsoft Dynamics 365 and describe some of the business reasons you would use a Lead and/or an Opportunity record. (more…)
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Microsoft Dynamics 365 – Simple Steps for Importing Leads and Contacts
Here’s a pretty easy task for sales professionals using Microsoft Dynamics 365. You’re probably interested in importing Leads and Contacts for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done. (more…)
