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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…
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Microsoft’s Improved Dynamics 365 Sales Mobile App
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.,…
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Dynamics 365 for Sales: Working with Leads and Opportunities
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…
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Kicking Off a Dynamics 365 Sales Process in Outlook
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…
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Microsoft Dynamics 365 Setup – Personal Options
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…