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Dynamics 365 CRM October 2019 update

Microsoft Dynamics 365 for Sales: 2019 Wave 2 Highlights

Microsoft Dynamics 365 for Sales Wave 2 for 2019 is here! In this post, we will look at three exciting updates: Customization of Opportunity Close dialog box (FINALLY!), enhancing the adding or editing Opportunity/Quote/Order/Invoice products experience, and Softphone dialer. Editing the opportunity close dialog box One of the most exciting and long-awaited updates announced for…
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Dynamics 365 for Sales & LinkedIn Integration: Playbook Enhancements, Manual Sales Forecasting, and AI-driven Insights

In June of 2016, Microsoft acquired LinkedIn for $26.2 billion and ever since, LinkedIn integration with Dynamics 365 has increased efficiency and productivity for sales teams all over the world. With this release of Dynamics 365 for Sales, Microsoft has expanded functionality of tools such as the Playbook feature and their AI driven insights. They’ve…
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Better Collaboration with Dynamics 365 for Customer Engagement and Microsoft Teams

The modern sales process requires collaboration across sales, marketing, operations, logistics, accounting, and perhaps other staff when pursuing an opportunity. Microsoft Dynamics 365 for Customer Engagement (D365 CE) is the core tool to organize key sales-related information and to provide process tracking. Microsoft Teams is the ultimate collaboration platform from Microsoft. So, unsurprisingly, Microsoft has…
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