Mar 11, 2025 | Dynamics 365 Optimization, Dynamics 365 Sales, How to, Microsoft Dynamics 365, YouTube
Effectively managing sales opportunities is absolutely crucial for any business using Microsoft Dynamics 365 Sales. Fortunately, Dynamics 365 offers multiple ways to view, track, and manage your opportunities, ensuring that you always have the right insights at the...
Mar 8, 2025 | Dynamics 365 Sales, Microsoft Dynamics 365
Effective management of sales territories is crucial for boosting sales performance, balancing workloads among sales representatives, and improving customer relationships. In Dynamics 365 Sales, setting up and optimizing territory management involves several...
Feb 20, 2025 | Dynamics 365 CRM for Vertical Markets, Microsoft Dynamics 365
We’ve created a series exploring how Dynamics 365 transforms various industries. In this blog, we focus on its impact on construction companies. Construction companies constantly face challenges such as budget overruns, compliance risks, and communication breakdowns....
Feb 14, 2025 | Dynamics 365 CRM QuickTips, Dynamics 365 Sales, How to, Microsoft Dynamics 365
Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also known as Copilot Search. This innovative feature allows users to filter and retrieve information using simple, conversational queries—no complex syntax required! What is...
Feb 13, 2025 | Dynamics 365 CRM QuickTips, How to, Microsoft Dynamics 365
Keeping track of past and upcoming interactions with prospects, customers, and accounts is essential for effective sales and customer management. However, Microsoft Dynamics 365 does not include a built-in field to monitor the last activity date or the next activity...
Feb 13, 2025 | enCloud9, Microsoft Dynamics 365, News and Updates
Exciting things are happening at enCloud9! For 18 years enCloud9 has successfully used work from home for its consultants to deliver value for its clients and high quality of life for its consulting team. As we continue to grow through the years it became obvious that...
Kristin Caniglia
