Harnessing the Power of Assignment Rules in Dynamics 365
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 ...
How ClickDimensions PowerPack Helps SMBs Drive Higher Win Rates
Are you a small or medium-sized business struggling to remain competitive in an increasingly competitive market? ClickDimensions PowerPack enables SMBs to improve the efficiency of both Sales and Marketing efforts, ...
Speak CRM Fluently: A Guide to Understanding CRM Terminology
Have you ever wondered about a business's most crucial asset? There are various perspectives on this question, but the undeniable truth is that customers are the lifeblood of any enterprise ...
Eliminate the Guesswork with Sales Forecasting: Part 2
This blog was initially posted in 2020 and has been refreshed in 2023 to reflect the latest updates and developments. Stop the Guesswork: Mastering Sales Forecasting in 2023! Predicting your ...
Eliminate the Guesswork with Sales Forecasting: Part 1
This blog was initially posted in 2020 and has been refreshed in 2023 to reflect the latest updates and developments. Stop the Guesswork: Mastering Sales Forecasting in 2023! Accurate revenue ...
Dynamics 365 QuickTip – How do I use Competitors?
While we all understand the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM. one of the more underappreciated entities that can be a valuable piece of ...
Dynamics 365 Tips and Tricks – Use PCF controls
If you customize Dynamics 365 or model driven Power Apps, you should use PCF controls to surface data or simplify data entry. Here are a few of our favorites... What ...
Canvas Apps vs Model-driven Apps
It can be confusing to understand the two types of Power Apps and when to use each. This blog article breaks down the differences of canvas apps vs model-driven apps ...
What’s new and upcoming in Dynamics 365 Sales?
The 2022 release wave 2 plan covers all new functionalities planned to be released from October 2022 to March 2023. We will give you a rundown of a few of ...
