Dynamics 365 for Sales Archives - Dynamic Consultants Group

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Dynamics 365 Customer Engagement Dynamics 365 for Sales Microsoft Dynamics 365CRM Customer Engagement for Sales: Make Implementation Work For You

The enormous rush to measure sales and customer satisfaction has cultivated a suite of new tools and technologies for data-driven businesses like yours. But nothing quite hit the spot like Microsoft Dynamics 365 Customer Engagement, which packages four tracking apps into a single hub for unprecedented sales insights. Microsoft Dynamics 365 Customer Engagement (CE) is so much more than another analytics platform for sales. For most users, it’s a necessity. Without it, companies can’t track sales and customer satisfaction...

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Dynamics 365 for Sales Microsoft News Product LaunchDynamics 365 Sales Just Dropped Loads of New Features. Here Are The Ones That Excite Us The Most

Tony Pimpo7 months ago10 min

Carpenters need tools. Sales teams need software. In ever-complex sales environments, your organization requires the latest technologies to prosper leads, take action from insights, and build customer relationships. Legacy programs won’t cut it. You need software that develops as fast as your sales team does. The great thing about Microsoft Dynamics 365 Sales is that it continually evolves, with new features added at least twice a year. Microsoft calls these upgrades “waves.” And it’s a time for...

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Dynamics 365 for Sales Office 365Increase Productivity with this Dynamic Microsoft Combination

Genna Joudrey2 years ago4 min

It is no surprise that one of Microsoft’s most popular products among professionals is Microsoft Office 365. When I say popular, I am referring to the 200 million users to be exact. Regardless of the industry, your customers probably rely on Office as their go-to-solution for communications, collaboration, and more. Even though they may deem themselves as Office pros, it is up to you to show them the power of adding Dynamics 365 Sales to...

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Dynamics 365 for Sales How To GuidesHow to Create Analysis Reports in Dynamics 365

Genna Joudrey2 years ago13 min

Analysis reports in Dynamics 365 are custom reports based on records of your posted transactions. Sales managers can analyze turnover and KPIs, whereas purchasers can study volumes and pricing. Within these customizable reports, the source data can be combined, compared, and presented in meaningful user-defined ways. This blog post will explain how to set up line and column layouts, how to set up analysis templates, and how to create a new sales analysis report in...

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Dynamics 365 for Sales Power Automate SalesHow to Create a Lead Disqualification in Power Automate

Joshua Kranhold2 years ago14 min

The more I get to work with Microsoft Power Automate (RIP Flow), the more impressed I am. Power Automate’s ability to create and move data in a way that would traditionally require a developer is going to make a huge impact. For now, Power Automate is going to be dependent on developers for some of D365’s more complex functionality (such as calling actions and executing retrieve multiples). Still, there’s plenty that power users can do now with Power Automate that they wouldn’t have been able to prior to Power Automate. ...

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Dynamics 365 for Sales SalesMay the (Sales) Force be with You, Microsoft

Genna Joudrey2 years ago8 min

If you haven’t heard the news, Salesforce officially named Microsoft Azure as its public cloud provider for their Marketing Cloud. The corporation feels that the integration between Salesforce Sales, Service Cloud, and Microsoft Teams will help customers scale and boost employee productivity. “In a world where every company is becoming a digital company, we want to enable every customer and partner to build experiences on our leading platforms,” said Satya Nadella, CEO of Microsoft. “By...

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Dynamics 365 for Sales Sales TipsHow to Turn Prospects into Engaged Customers with Dynamics 365

Samantha Summers2 years ago14 min

There are fundamental changes happening across the selling landscape. Several are driven by the effects of Business to Business (B2B) customer experiences as everyday consumers. Retailers have provided their customers with a personalized and immersive online experience. This adds value to their B2B relationships. As a result, consumers shopping for goods and services will continue to experience pleasant and fresh interactions from the highly customized offers and recommendations. They will also experience agreeable channels to...

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Dynamics 365 Field Service Dynamics 365 for Customer Service Dynamics 365 for Sales Dynamics 365 Marketing Dynamics 365 News & Updates Dynamics 365 Project Service AutomationDynamic 365 – Updates Coming Fall 2019 – October Release

Genna Joudrey2 years ago22 min

It’s no surprise that the Microsoft Dynamics 365 Release Wave 2 Plan enhances artificial intelligence capabilities across all platforms to assist organizations with the acceleration of their business in several ways. Not only is AI being integrated into all applications, but mixed reality is improving employee productivity as well. Microsoft also mentioned that this plan will focus on availability in more regions, meaningful conversations, and enhanced privacy. The key investment areas that Microsoft has been...

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Best Practices ClickDimensions Dynamics 365 for SalesWhat are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?

Laura Brewer2 years ago11 min

Many people have reached out and asked about better ways to manage their marketing automation efforts in ClickDimensions. The following is a compilation of the 5 best practices that all ClickDimensions stakeholders should be thinking about on a regular basis. 1. Creating Great HTML for email marketing takes more than just knowing the code It’s important to never create HTML as complex as you would for a webpage when designing your email content. This is due...

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Dynamics 365 Finance Dynamics 365 for Sales Dynamics 365 Marketing Dynamics 365 Supply Chain ManagementWhat’s the Difference Between CRM & ERP?

Samantha Summers2 years ago10 min

Client Relationship Management (CRM) and Enterprise Resource Planning (ERP) are two sides to one profitability chain. Both CRM and ERP’s main function is increasing overall profitability in a business. Successful organizations need these software’s to help clients drive key business tasks, make sharper and more rapid decisions, and ensure they make the most of their benefits and resources. CRM and ERP can be integrated with others and coincide in some areas. However, their core functionalities...

Older Posts

6 days agoOctober 2021 Leads a New Wave of Releases to Finance and Operations

2 weeks agoMaster the Art of Communication with a Microsoft Power Virtual Agent

3 weeks agoImprove Business Value When You Migrate from Dynamics AX to Dynamics 365 Finance and Operations

4 weeks agoDon’t Get Left Behind With Microsoft Dynamics GP

1 month agoDynamic Consultants Group joins the Inc. 5000 Annual list of America’s Fastest-Growing Private Companies.

HomeCategoryDynamics 365 for Sales Archives - Dynamic Consultants Group - Blog

Dynamics 365 Customer Engagement Dynamics 365 for Sales Microsoft Dynamics 365CRM Customer Engagement for Sales: Make Implementation Work For You

Dynamics 365 for Sales Microsoft News Product LaunchDynamics 365 Sales Just Dropped Loads of New Features. Here Are The Ones That Excite Us The Most

Dynamics 365 for Sales Office 365Increase Productivity with this Dynamic Microsoft Combination

Dynamics 365 for Sales How To GuidesHow to Create Analysis Reports in Dynamics 365

Dynamics 365 for Sales Power Automate SalesHow to Create a Lead Disqualification in Power Automate

Dynamics 365 for Sales SalesMay the (Sales) Force be with You, Microsoft

Dynamics 365 for Sales Sales TipsHow to Turn Prospects into Engaged Customers with Dynamics 365

Dynamics 365 Field Service Dynamics 365 for Customer Service Dynamics 365 for Sales Dynamics 365 Marketing Dynamics 365 News & Updates Dynamics 365 Project Service AutomationDynamic 365 – Updates Coming Fall 2019 – October Release

Best Practices ClickDimensions Dynamics 365 for SalesWhat are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?

Dynamics 365 Finance Dynamics 365 for Sales Dynamics 365 Marketing Dynamics 365 Supply Chain ManagementWhat’s the Difference Between CRM & ERP?

September 13, 2021October 2021 Leads a New Wave of Releases to Finance and Operations

September 5, 2021Master the Art of Communication with a Microsoft Power Virtual Agent

August 29, 2021Improve Business Value When You Migrate from Dynamics AX to Dynamics 365 Finance and Operations

August 22, 2021Don't Get Left Behind With Microsoft Dynamics GP

August 19, 2021Dynamic Consultants Group joins the Inc. 5000 Annual list of America’s Fastest-Growing Private Companies.