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Forgotten Features of Dynamics 365 – Part 6 -Boost Reliability in Dynamics 365 Sales with Quoting

Forgotten Features of Dynamics 365 – Part 6 -Boost Reliability in Dynamics 365 Sales with Quoting

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...
Dynamics 365 Sales Insights Gains Three Free Features

Dynamics 365 Sales Insights Gains Three Free Features

by Kristin Caniglia | Jan 31, 2022 | Dynamics 365 Sales, Dynamics 365 Sales Insights, News and Updates, sales

After a month of publishing great content about why you should enable Dynamics 365 Sales Insights in your organization, we are happy to close out the month with a surprise announcement from Microsoft that makes it even easier to get started. Microsoft recently...
Our Top 10 Dynamics 365 Sales Insights Features

Our Top 10 Dynamics 365 Sales Insights Features

by Kristin Caniglia | Jan 19, 2022 | Dynamics 365 Sales, sales

Sales Accelerator, Conversation Intelligence, and Predictive Scoring were previously only available with a Sales Premium license. Since publishing this blog, Microsoft has announced that these three features will now be available to Sales Enterprise customers. It...
Build Stronger Relationships Using Dynamics 365 Sales Insights

Build Stronger Relationships Using Dynamics 365 Sales Insights

by Kristin Caniglia | Jan 12, 2022 | Dynamics 365 Sales, Dynamics 365 Sales Insights, Microsoft Dynamics 365, sales

Selling to customers today is about building and maintaining relationships. Relationships are built by knowing your customers, what is important to them, and responding to them with the right communication at the right time. Dynamics 365 Sales Insights enables...
Mastering the Dynamics 365 Sales Cycle – Part 2 Using Products with Opportunities

Mastering the Dynamics 365 Sales Cycle – Part 2 Using Products with Opportunities

by Kristin Caniglia | Sep 20, 2021 | Dynamics 365 Sales, Dynamics 365 Sales Cycle, sales

So, what is the difference between leads and opportunities? One of the most common questions we face when working with new clients implementing Dynamics 365 is -“What is a Lead?” The next question then is always – then” what is an Opportunity?” and then the final...
Mastering the Dynamics 365 Sales Cycle – Part 1 Lead to Opportunity

Mastering the Dynamics 365 Sales Cycle – Part 1 Lead to Opportunity

by Kristin Caniglia | Sep 14, 2021 | Dynamics 365 Sales Cycle, sales, Sales Hub

Shorten the Sales Cycle with Dynamics 365 Sales Dynamics 365 Sales can help businesses close more sales and achieve higher customer satisfaction. Dynamics 365 empowers salespeople to build strong relationships with their customers, take actions based on powerful AI...
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