An intuitive set of supporting tools that operate in junction with Dynamics 365 and considered as part of Dynamics 365 family.
A few weeks after we stood up automatic record creation and a basic routing rule set for a client, the service manager called me with the good kind of problem…
The Monday after we switched a client’s support mailbox over to automatic record creation, the service manager sent me a message that I have been quoted back to ever since…
Every sales team I have ever worked with has one seller who never loses track of a follow-up — and a CRM full of leads that were contacted once, enthusiastically, and then never again.…
Over the past month this blog has built a Sales Navigator + Dynamics 365 integration one piece at a time…
Nobody writes the off-boarding article. Vendors write about activation, admins blog about setup, and then eighteen months later a top performer resigns on a Tuesday…
Somewhere in every Sales Navigator licensing conversation, someone asks the question: what does the expensive seat actually do?…
Every seller knows the void: you send the proposal, the deck, the one-pager — and then nothing…
The morning after I connected Sales Navigator to my Dynamics 365 trial, the Match Data Report delivered its verdict: 0% of accounts matched, 0% of contacts, 0% of leads…
Last week I watched a rep do something I have done a thousand times myself: she had Dynamics 365 open on one monitor and LinkedIn on the other…
The most dangerous moment in any integration project is the one right after the connection succeeds…