Dynamics 365 Sales

Discover the latest in Dynamics 365 Sales. Learn how AI and automation can help boost your sales and enhance customer interactions.

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CRM

September 25, 2020

1 min read

Close deals by leveraging relationship analytics in Dynamics 365 Sales

Relationship analytics capabilities in Dynamics 365 Sales help you compare data from won opportunities with open prospects and then suggests actions to take to deliver similarly successful outcomes.
CRM

October 14, 2020

7 min read

Highlights from Dynamics 365 release wave 2

Business applications are rapidly evolving to meet the needs of an increasingly digital and complex world.
CRM

October 21, 2020

6 min read

Announcing the new Fundraising and Engagement solution from Microsoft

Since 2017, Microsoft’s Tech for Social Impact initiative has been working to empower the nonprofit sector.
CRM

November 10, 2020

4 min read

Why you should select an integrated platform for MarTech needs

When building a marketing technology (MarTech) stack, both the best-in-breed and single vendor approaches have their benefits and drawbacks.
CRM

November 19, 2020

2 min read

Using activity data to improve opportunity scoring predictions in Dynamics 365 Sales

We have developed new capabilities in Dynamics 365 to discover email messages, meetings, and phone call activities related to an opportunity, and then to factor these signals into the score.
CRM

November 23, 2020

4 min read

Tips for setting up sales forecasting in Dynamics 365 Sales

Learn some best practices for using forecasting capabilities in Dynamics 365 Sales to help simplify creating accurate forecasts, even during rapidly changing conditions.
CRM

January 4, 2021

2 min read

Enable the Dynamics 365 Sales Preview mobile app in Advanced Settings

Although it may seem counter-intuitive, now that many people are working from home at least some of the time, having a streamlined mobile app for your sales team has become critically important.
CRM

January 12, 2021

2 min read

Forget about forgetting with the latest update to action items in conversation intelligence

With this update to action items, you can focus on what really matters—being more engaged in the conversation and gaining the customer’s trust.
CRM

January 29, 2021

4 min read

Enable digital selling with the sales accelerator in Dynamics 365 Sales

Sales accelerator, a digital selling capability of Dynamics 365 Sales, helps sellers to engage with customers on their preferred channels using integrated email and phone calling.
Microsoft Teams

March 2, 2021

8 min read

Dynamics 365 and Microsoft Teams: extend collaboration across teams

Think about the time spent between the moment you open an email or chat, find, and reply with the requested information, and then get back into the flow of your work.
CRM

May 26, 2021

3 min read

Bring predictability to your revenue pipeline with Dynamics 365 Sales

Most companies use sales pipeline data to gauge a very generalized picture of future sales.
CRM

June 2, 2021

1 min read

Save time by cloning sales forecasts in Dynamics 365 Sales

Companies need accurate sales forecasts to keep on track to meet quarterly and annual revenue goals.

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