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...
by Kristin Caniglia | Oct 10, 2022 | Dynamics 365 Sales, New Features in Dynamics 365, News and Updates
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 the features that are new and planned for Dynamics 365 Sales. Conversation Intelligence By using Conversation...
by Kristin Caniglia | Sep 5, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, sales
While many companies use Dynamics 365 to track leads, opportunities, and contacts, many still create quotes in Excel spreadsheets. This blog aims to demonstrate why your company should create quotes in Dynamics 365. This blog is part 6 in our series about forgotten...
by Kristin Caniglia | Aug 17, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, Microsoft Dynamics 365
One of the most overlooked yet powerful features of Dynamics 365 CE is Territory Management. Territory Management is available in Sales, Customer Service, Field Service, Project service Automation, and Marketing. This blog is part 5 of our series on Forgotten Features...
by Kristin Caniglia | Aug 10, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365
As part of the 2022 Release Wave 2, Microsoft has announced the launch of a new version of sequence designer. The new sequence designer will be made generally available in October 2022, but early access is now available. Features of the New Sequence Designer The new...
by Kristin Caniglia | Jul 12, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365
At enCloud9, we have been writing about forgotten features in Dynamics 365. In this second part of our series on forgotten features in Dynamics 365, we discuss Kanban Boards. Kanban Boards are not really a forgotten feature, but maybe more of a feature that...