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CRM Is Your Sales Assembly Line
Do you need help picturing how CRM supports your work process and sales objectives? Think of the sales and marketing department as an order factory, and CRM as the assembly…
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Link Teams Chats to Dynamics 365 Customer Records
Collaboration tools are huge nowadays. Most customers I speak with use Microsoft Teams and are looking for smart ways to incorporate it into their work process. They are happy to…
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Can We Do Email Marketing In Dynamics 365 for Sales?
I work with many people either considering Dynamics 365 or new to Dynamics 365. These people often ask about the nature of native email functionality. One of the most common…
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Dynamics 365 to SharePoint Integration for Sales Users
You are a Dynamics 365 online sales user. You want to quickly and easily store and access files related to sales opportunities, accounts, quotes, contacts, etc. It could be a…
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Redux: Formatting Basic Email Templates in Dynamics 365 for Sales
I posted a blog about Dynamics 365 email templates back in 2018. At that time, the tool in Dynamics was OK for sending emails that included simple text, personalization and…
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Dynamics 365 Sales Insights: Sequences
"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…
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InsideView Insights Browser Extension
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…
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Microsoft Dynamics 365 – Managing Required Data Fields with Workflows
Keeping Dynamics 365 data relevant and accurate is critical. That's a given. But it's best to strike a balance between data collection and sales process. A client tasked us with…
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Dynamics 365 for Sales — Demystifying Dashboards
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…