by Warren Butler | Feb 16, 2024 | D365 Sales, Dynamics Features, Insights
Navigating the intricate landscape of sales and CRM can be daunting. However, with connected technology, efficiency becomes the new standard. That’s where the integration with LinkedIn Sales Navigator and Microsoft Dynamics 365 Sales truly excels. Sellers can...
by Daniel Norris | Feb 15, 2024 | D365 Sales, Dynamics Features, Insights
An efficient sales process is the cornerstone of streamlined, scalable growth. However, process inconsistencies can occur when sales teams grow or because of gaps in training or documentation. To address these challenges, sequences in Dynamics 365 Sales provide...
by Warren Butler | Feb 1, 2024 | AI, Copilot, D365 Sales, Insights, Licensing
Sellers face multiple challenges, from time constraints in juggling customer interactions to efficiently managing their sales pipeline. As Copilot gains traction amongst sales teams to address these challenges, Microsoft has announced additional capabilities to...
by Warren Butler | Jan 29, 2024 | D365 Marketing, D365 Sales, Dynamics Features, Insights, What's new?
Microsoft has unveiled its plans for the next major update to Dynamics 365 apps and the Power Platform. The 2024 Release Wave 1 covers the period from April to September, with some features available for administrators to test from February before these are...
by Daniel Norris | Jan 25, 2024 | D365 Sales, Dynamics Features, Insights
Last year, Microsoft unveiled an enhanced Organisation Chart for the Dynamics 365 Sales Hub. This builds on the legacy Org Chart feature with enhanced functionality, providing a user-friendly visual hierarchy of decision-makers. Using the drag-and-drop interface, you...
by Daniel Norris | Dec 21, 2023 | D365 Sales, Dynamics Features, Insights
Why do some sales teams consistently hit their numbers while others always seem to come up short? Often, it boils down to insights. This is where customisable opportunity close forms can help you. The best performers relentlessly analyse every win and loss to...