Converting Customer Services Cases to Field Service Work Orders is a fundamental process in Dynamics 365 Field Service. The "Convert To Work Order" button is front and center in the…
"Sequences" is a feature of Dynamics 365 Sales Insights Premium. I think it's going to be very popular. A Sequence is a series of sales activities that guide a seller…
Are you looking to connect Dynamics 365 for Customer Service to a chat solution? Website chat to customer service or sales is a typical business use case in the CRM…
I recently published a blog about InsideView, which you can find here. There's something else new about InsideView that we use and recommend a lot. It's the InsideView Insights browser…
Dashboards are standard equipment in a CRM system. You probably have a dashboard from when you launched your CRM comprised of several charts. As time goes by, you're going to…
If you're a Dynamics 365 Sales user or you use Dynamics 365 in conjunction with your marketing, there's something you need to see. It's called InsideView Insights. If you've been…
More and more, the differentiator that drives customer loyalty is service after the sale. Customer-driven organizations can greatly enhance their "traditional" agent-to-customer engagements with modern digital tools, such as artificial…
Work orders are the connective tissue of Dynamics 365 Field Service. Work orders set the table for your schedulers, dispatchers and field techs to complete jobs correctly and on time.…
The majority of new clients come to us for CRM and sales automation. Either they've heard good things about Dynamics 365, or they've invested in the Microsoft cloud, or they…
Microsoft Dynamics 365 Fundamentals for Sales Professionals
Newly Revised and Updated for Unified Interface.
