I don’t think I’ve met a salesperson that didn’t want an faster way to update CRM from the road. When you’re rushing to and from meetings, airports, conference sessions, etc., you want economy and simplicity. You probably don’t need access to customer service cases or marketing dashboards. Microsoft got the...

  Sales automation isn't bound to just CRM. It requires a suite of solutions. Sellers rotate through an endless loop of activities of ever day -- emails, calls, meetings, proposals, etc. Even old-school aspects like note-taking are essential to follow up, staying organized and sharing information within your team. Ideally,...

If you're using Dynamics 365 for Sales, Opportunity and Lead management are fundamental skills you want to master. In these videos, we're going to talk about working with Leads and Opportunities, managing related activities, opportunity data, and pipeline, and business process flows. Working with Leads https://youtu.be/98GhzVnRzIY Working with Opportunities https://youtu.be/svLl-mfsH2Y...

Let’s look at how salespeople can save time, reduce redundant data entry and start a sales process using Dynamics 365 Sales Hub and Outlook. We’re going to start a Lead-to-Opportunity sales process from the Outlook inbox and carry that forward to Dynamics 365. https://youtu.be/sUZDK5qFQOQ By Mark Abes, Vice President, Dynamics...

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff really. To access these settings, go to the gear icon in the upper right of the screen.  Here there are...

Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to manage. Read on for the basics of creating, modifying, and sharing a personal view in Microsoft Dynamics 365. Creating a...

Sun Valley Solar Solutions helps Arizona’s home and business owners turn the state’s most abundant natural resource—sunlight—into immediate cost savings and a cleaner world. The Chandler, AZ company has earned top rankings and won numerous customer service awards. Challenge: Enhanced CRM reporting capabilities With any CRM, an organization is going...

Microsoft introduced a business card reader into Dynamics 365. First of all, it's pretty easy to use. With your Dynamics 365 App (I'm using the Sales Hub on an Android device), use the quick create menu to create a Lead or Contact record. The form pops open with the Busines...

I came across what appears to be new, and as of today, not a well-documented feature in Dynamics 365 for Sales – native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog, I’m focusing on the seller using Dynamics...

We talk to a lot of organizations evaluating CRM systems. The topic of integration comes up a lot. Integrating CRM with a separate ERP solution can be a project in and of itself, requiring a lot of hours and additional software. The most common business case I hear is, “We...

Microsoft Dynamics 365 2019 Wave 2 brought back a feature that went away with the upgrade from CRM 2011. When you qualify a lead, once again you have options for related records. You can select if a Contact, Account, Opportunity or combination of all 3 is created! The ribbon still...

Dyn365Pros Helps ResiBuilt Revolutionize Home Buying and Renting ResiBuilt is a great example of digital transformation, changing the way residential properties are shown, rented and sold. ResiBuilt’s process improves the customer experience — empowering renters and buyers with more control of the process, and significantly lowering customer cost. In fact,...