How To Add Products in Dynamics 365
If you add your product catalogue to Dynamics Sales, your sales team can use it add products to opportunities and orders. Before you list your products in Dynamics, you’ll need to consider These instructions are for users who are using the Sales Hub app. Please take a look at Microsoft’s Learn pages for people using […]
How To Use Reminders to Stop Losing Leads in Dynamics
There are many ways to keep on top of leads in Dynamics. Your choice of technique will depend on a few things The simplest way of keeping track of leads is to use activity reminders in Dynamics Set lead reminders using tasks or appointments A simple solution to remind you to follow up a lead […]
Dynamics 365 Sales : What’s New – Spring 2024 Wave 1
What’s happening in Spring 2024 with Dynamics 365 Sales and Power Platform New features in detail – Dynamics 365 Sales Elevate your sales pitch using Copilot email assistance Use Copilot to get answers from your sales documents Maximise sales success with AI-suggested past successful deals Get a 360-degree view of your account with AI-generated account […]
Use AI in Microsoft Dynamics to support your sales team
There is a revolution happening in AI. As a small business owner, you can use it to your advantage to support your sales team. This means that they can spend less time on admin and more time on selling. It can help your team to automate tasks and improve time management. It can also give […]
Dynamics 365 Sales : What’s New – March 2023
Here’s our run down of Microsoft’s wave 1 updates to Dynamics 365 Sales. They’re set to be released between April & September 2023 New Opportunity pipeline view Generally Available April 2023 Get an broad and intuitive view of your pipeline More details on Manage opportunities more effectively using the new pipeline view Phone conversation intelligence […]
Dynamics 365 Sales : What’s New – October 2022
Here’s our run down of Microsoft’s wave 2 updates to Dynamics 365 Sales. They’re set to be released between September & March 2023 Seller dashboards The new seller dashboard lets salespeople see activities and progress on their work all in one place. The dashboard is easy to access and is clearer, with more visual appeal […]
Dynamics 365 Sales : What’s New – April 2022
Here’s our selection of Microsoft’s updates to Dynamics 365 Sales. They’re set to be released between April and September 2022 Share records easily Available April 2022 You can share links to records in the same way as for files in Sharepoint or Office documents. Initially only available for the Account, Case, Opportunity, and Contact records. See who else is working […]
Changes to Dynamics 365 Sales – Wave 2 2021
Microsoft release updates to Dynamics 365 twice a year – in April (wave 1) and October (wave 2). There are a large number of changes, so here are the updates which we think you’ll get most from. Choose which columns you view in a list When you’re viewing a list of records, often there’s a […]
Improvements Coming to Dynamics 365 this Autumn
Microsoft have announced updates to Dynamics 365 and Power Platform As part of their biannual release plan. This Autumn’s wave 2 release includes features which will be available between October 2021 and March 2022. Dynamics 365 Sales Accelerator Workspace Teams Integration Telephony Forecasting Mobile Pipeline management Relationship intelligence Dynamics 365 Marketing Dynamics 365 Business Central […]
Real-Time Dashboards in Dynamics 365: Save Time and Get Better Insights
If you’re using Microsoft Dynamics 365 and still building dashboards from scratch, you’re missing a trick. Dynamics 365 includes interactive dashboards that are ready to go with no extra setup needed. These dashboards give you instant access to important data and let you drill down into records with just one click. What do entity dashboards […]
What CRM Looks Like For A Salesperson – AMS TV 23
Mark from All My Systems steps into the shoes of a salesperson to show how CRM changes people’s working days for the better.
Can You Trust Your Sales Figures? Here’s How to Be Sure
Can you confidently report on each stage of your sales pipeline? Let’s say your pipeline has the following stages: Are you sure you know And more importantly – for each of these, how do your actuals compare to your targets? Knowing your numbers is essential to growing your business Unless you can confidently report on your sales figures whenever […]
The Best Way to Use Opportunities in Dynamics 365
Enquires and opportunities are at the heart of everything you do to grow your business. Maintaining good opportunity data provides more accurate reporting and increases your confidence in understanding your key business numbers. Having a rhythmic flow of new opportunities into your business that follow a sales journey through various stages helps protect your business […]