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.,…
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…
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…
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…
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…
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…
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…
I discovered a new 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,…
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…