Dynamics 365 Sales Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/dynamics-365-sales/ Microsoft Dynamics CRM . Microsoft Power Platform Thu, 04 Apr 2024 16:26:51 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 Dynamics 365 Sales Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/dynamics-365-sales/ 32 32 176351444 “Board” with Dynamics 365 Sales views? Kanban to the rescue! http://microsoftdynamics.in/2024/04/04/board-with-dynamics-365-sales-views-kanban-to-the-rescue/ Thu, 04 Apr 2024 16:26:51 +0000 https://ellipsesolutions.com/?p=33207 One of the newer and more interesting control features being offered in Dynamics 365 Sales is something that will be familiar to Agile followers.  A Kanban board is a useful approach to see how work flows through your processes and helps visualize where a particular work item is in the process. A Kanban board can…...

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]]> One of the newer and more interesting control features being offered in Dynamics 365 Sales is something that will be familiar to Agile followers.  A Kanban board is a useful approach to see how work flows through your processes and helps visualize where a particular work item is in the process. A Kanban board can…

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]]> 4869 Dynamics 365 Customer Engagement – Phone Call Tagging…You’re It! http://microsoftdynamics.in/2024/03/13/dynamics-365-customer-engagement-phone-call-taggingyoure-it/ Wed, 13 Mar 2024 13:26:03 +0000 https://ellipsesolutions.com/?p=6113 One of the many issues facing businesses is not only how to track different types of activities with their contacts and accounts, but “what” was the context of this activity.  One of the most common activities in Dynamics 365 is the phone call.  While the phone call activity does provide a subject field, this field…...

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]]> One of the many issues facing businesses is not only how to track different types of activities with their contacts and accounts, but “what” was the context of this activity.  One of the most common activities in Dynamics 365 is the phone call.  While the phone call activity does provide a subject field, this field…

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The post Dynamics 365 Customer Engagement – Phone Call Tagging…You’re It! appeared first on Microsoft Dynamics 365 Blog.

]]> 4862 Organizing Org Charts in Dynamics 365 Sales http://microsoftdynamics.in/2023/08/09/organizing-org-charts-in-dynamics-365-sales/ Wed, 09 Aug 2023 15:31:30 +0000 https://ellipsesolutions.com/?p=33945 Staying on top of your accounts and managing them well in Dynamics 365 Customer Engagement (CE) is paramount to being a successful Sales organization.  “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts.  A very useful feature in…...

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]]> Staying on top of your accounts and managing them well in Dynamics 365 Customer Engagement (CE) is paramount to being a successful Sales organization.  “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts.  A very useful feature in…

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The post Organizing Org Charts in Dynamics 365 Sales appeared first on Microsoft Dynamics 365 Blog.

]]> 4785 Dynamics 365 Sales – Managing Customer Quotes http://microsoftdynamics.in/2023/06/29/dynamics-365-sales-managing-customer-quotes/ Thu, 29 Jun 2023 14:02:36 +0000 https://ellipsesolutions.com/?p=23667 Most sales truly begin when a customer asks the sales rep to send them a quote. In Dynamics 365 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc.  As one can imagine quotes are a major component in D365 Sales. It is a basis of…...

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]]> Most sales truly begin when a customer asks the sales rep to send them a quote. In Dynamics 365 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc.  As one can imagine quotes are a major component in D365 Sales. It is a basis of…

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