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How Real-Time Tracking Supercharges Sales Reps in the Field within Dynamics 365

For sales representatives, time is money. Every minute spent navigating traffic, searching for client locations, or filling out tedious paperwork is a minute stolen from closing deals. But in today’s competitive landscape, efficiency and responsiveness are paramount. This is...

Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales

Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in...

Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM

In the fast-paced world of sales, time is a precious commodity. Every minute spent on non-essential tasks is lost on closing deals and building good client relationships. For sales teams, managing time effectively is the cornerstone of achieving success...

Exploring Features in Copilot for Customer Service Dynamics 365

Microsoft Copilot has been embedded into several parts of its Copilot AI assistant into Dynamics 365 Customer Service. In this post, we will look at some of these.Before we start, let’s consider the real use cases for wanted Copilot...

Location-Driven Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users

16Feb February 16, 2024 General “Hey Jo, a client is waiting for you outside, says he wants to meet you, personally”, Rose, Jo’s new assistant informed her. “Who is it?”, Jo enquired. “It is Mr. Neils Bhor from B&K Partners”, Rose informed....

Maplytics on Mobile – A pocket guide to Field Sales Management App within Dynamics 365

14Feb February 14, 2024 Features, Field Service Recently, I was sitting at a café, passing time for a rescheduled meeting when I observed a gentleman rushing in with a worried face and requesting the hostess for something. He then gave his laptop...

WhatsApp vs Email: Boost Sales using the Right Communication Channel within Dynamics 365 CRM!

In the world of sales, the medium you choose for communication carries just as much weight as the message itself. Picking the right channel can make or break your connection with potential customers. Imagine trying to discuss a complex...

Navigating Dynamics 365 Customer Service Integration with Copilot Studio

In today’s exploration, we delve into the intricate world of Copilot Studio, focusing not on new features but on crucial nuances emerging when integrated with Dynamics 365 Customer Service. Uncover lesser-known aspects that might be causing issues, particularly if...

Unveiling the Future of Sales: Microsoft’s 2024 Wave 1 Release Notes for Dynamics 365 Sales!

Get ready for a whirlwind of excitement as Microsoft unveils the 2024 Wave 1 Release Notes, bringing a tidal wave of innovation to Dynamics 365 Sales! Hot off the press just an hour and a half ago, these release...

Enable Copilot for Dynamics 365 Sales environment

Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment. It is recommended to do this in...
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Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why

Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure Open AI, and Power Platform. Drawing...
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