Gone are the days of managing your own servers, dealing with complex upgrades, and struggling to keep up with the latest advancements in technology. By embracing the cloud and harnessing…
Microsoft updated Dynamics 365 Sales opportunity views. Users have new ways to view and work with opportunities. Opportunity views needed a refresh, and I'm happy to say these new views…
Dynamics 365 for Sales (CRM) helps businesses manage engagement with prospects and customers. Power Automate is a workflow engine that automates repetitive tasks and streamlines business processes across the Microsoft…
Microsoft Dynamics 365 for Sales is a powerful, comprehensive sales management solution that helps businesses of all sizes improve their sales processes and drive better results. With its intuitive, user-friendly…
Dyn365Pros implements and supports Dynamics 365 Customer Engagement (CRM). Seventy percent of customers, at some point, call us with questions about integrating CRM with their accounting or finance solutions. Synchronizing…
"In B2B, the buyer is nearly always a group of people working together rather than an individual acting alone." Forrester Research, Inc. Tweet I pulled this quote from a slide…
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.,…
I talk with a lot of businesses evaluating CRMs. Features, functions, pricing -- these are all part of the equation. But the CRM system you choose is just half the…
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…