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Dynamics 365 for SalesDynamics 365 News & UpdatesDynamics 365 Wave 1 ReleaseDynamics 365 Wave 1 – Take productivity to the next level with new Teams and Dynamics 365 collaboration tools

Tony Pimpo1 month agon/a7 min

One of the hallmarks of Microsoft cloud products is constant improvements and bug fixes. These are incremental changes. However, wave releases are scheduled twice a year, where we get a significant jump forward in functionality. Wave 1 2022 was announced in January, and its feature set runs from April 2022 all the way until September 2022. As you may have guessed, there is some overlap between Wave 1 and Wave 2 releases. These rollouts are...

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Dynamics 365 for SalesDynamics 365 Wave 1 ReleaseTop 10 Features Coming to Dynamics 365 Sales

Emily Szczuka3 months agon/a7 min

It’s that time of the year again. Microsoft recently announced its Wave  Release 1 2022 features for Dynamics 365 Sales, which will roll out from April through September. You can expect better integration with Outlook, greater success rates with high-quality leads, the ability to update records from within Teams messages, and access to a new feature called Sales Accelerator. Read on to learn about the ten best new features from this year’s Wave Release 1...

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

Andrea Domerese1 year agon/a8 min

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 SalesMicrosoft NewsProduct LaunchDynamics 365 Sales Just Dropped Loads of New Features. Here Are The Ones That Excite Us The Most

Tony Pimpo1 year agon/a10 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 SalesOffice 365Increase Productivity with this Dynamic Microsoft Combination

Genna Joudrey2 years agon/a4 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 SalesHow To GuidesHow to Create Analysis Reports in Dynamics 365

Genna Joudrey3 years agon/a13 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 SalesPower AutomateSalesHow to Create a Lead Disqualification in Power Automate

Joshua Kranhold3 years agon/a7 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 SalesSalesMay the (Sales) Force be with You, Microsoft

Genna Joudrey3 years agon/a8 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 SalesSales TipsHow to Turn Prospects into Engaged Customers with Dynamics 365

Samantha Summers3 years agon/a14 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 ServiceDynamics 365 for Customer ServiceDynamics 365 for SalesDynamics 365 MarketingDynamics 365 News & UpdatesDynamics 365 Project Service AutomationDynamic 365 – Updates Coming Fall 2019 – October Release

Genna Joudrey3 years agon/a22 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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