by Kristin Caniglia | May 26, 2018 | enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM, Microsoft Dynamics ERP
Wouldn’t having a 360-degree view of your customers be helpful? With Customer Insights in Dynamics 365, you can! With the release of Dynamics 365, came many great new features and add-ons. The one we will focus on today is Customer Insights. Customer Insights...
by Brian Begley | Aug 31, 2017 | Dynamics 365 CRM QuickTips, Dynamics 365 Fundamentals, enCloud9, Microsoft Dynamics 365, Microsoft Dynamics CRM
Multiple account Salesperson scenarios in Dynamics 365 Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account....
