D365 Sales

Every sales organization forecasts. The only question is whether the forecast lives in the system where the deals live, or in a spreadsheet that was accurate the moment it was exported…

For most of Dynamics 365\u2019s life, “show me the pipeline” meant a grid — honest, sortable, and about as inspiring as a tax form…

Somewhere between “someone filled in the contact form” and “we closed the deal” sits the most misunderstood object in Dynamics 365 Sales: the lead…

Ask a sales team where their prices live and you will usually hear “in the quote template” — which is a polite way of saying “in whatever the rep remembered to type”…

Dynamics 365 with MS Teams collaboration help team members develop their relationships with their…

From within Microsoft Teams, now, we can have Dynamics 365 records discussed in MS…

Enabling who knows whom, one of Dynamics 365 Sales insights features, analyses the existing…

Who Knows Whom and get introduced is one of Sales Insights great features. Many…

Sharing clients information between sales members helps close deals and better serve clients, hence,…

Using MS Teams Conversation Intelligence the Sales team can use the MS Teams calls…