by Brian Begley | Feb 10, 2024 | Customer Voice, Microsoft Dynamics 365, Microsoft Forms Pro
This article was originally published in 2021, but has been updated with the most current information. In the bustling digital landscape of modern business, maintaining open lines of communication with customers is paramount. One highly effective way to achieve this...
by Brian Begley | Jan 4, 2024 | Dynamics 365 Sales, Dynamics 365 Sales Insights
In the fast-evolving landscape of sales and customer relationship management, the key to success often lies in the ability to efficiently manage and route leads. Microsoft Dynamics 365, a leader in CRM solutions, offers a powerful feature to transform this aspect of...
by Brian Begley | Nov 27, 2023 | Dynamics 365 Sales, Sales Copilot
If you are a sales professional, you know how challenging and time-consuming it can be to manage your customer relationships, keep track of your opportunities, and stay on top of your tasks. You also know how important it is to have accurate and up-to-date data in...
by Brian Begley | Nov 15, 2023 | Microsoft Dynamics 365
Introduction In the dynamic realm of modern business, effective lead management is the cornerstone of sustainable growth and triumph. Microsoft’s robust customer relationship management (CRM) solution, Dynamics 365, offers a comprehensive lead management system...
by Brian Begley | Sep 21, 2023 | Dynamics 365 Sales, Dynamics 365 Sales Insights
In today’s fast-paced business environment, efficiently managing leads is crucial for any sales-driven organization. Microsoft Dynamics 365, with its comprehensive CRM capabilities, offers a powerful feature known as Assignment Rules. This tool is instrumental in...