Category: Dynamics 365 for Sales

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2024 Release Wave 1 Highlights: Dynamics 365 Sales

Increase Sales Productivity to Enhance Customer Interactions With Microsoft announcing the coming attractions of 2024 Release Wave 1 for Dynamics 365 Sales, organizations can supercharge the productivity of their sales teams. Microsoft is enhancing data and workflow integrations that enrich prospect and customer insights by leveraging next-generation artificial intelligence enabled by Copilot, which is integrated…
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Integrating LinkedIn Sales Navigator with Dynamics 365 Sales

In today’s competitive business landscape, sales professionals are constantly seeking innovative ways to gain a competitive edge and drive revenue growth. One powerful strategy that has emerged in recent years is the integration of social selling techniques with traditional CRM platforms. By leveraging the wealth of data and networking opportunities available on platforms like LinkedIn,…
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Sales woman smiling and creating a sales order on her laptop.

A Step-by-Step Guide to Streamlining Sales Orders in Dynamics 365 Sales

In the fast-paced world of sales, efficiency and accuracy are paramount. Dynamics 365 Sales offers a robust platform for managing sales orders, streamlining processes, and delivering exceptional customer experiences. Whether you’re a seasoned sales professional or new to the platform, mastering the creation of sales orders in Dynamics 365 Sales is key to maximizing your…
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Customer Engagement and Sales Acceleration with D365 CE

Where Dynamics 365 Finance & Operations tackles, well, finance and operations, Dynamics 365 Customer Engagement, or D365 CE, extends the core platform – bringing that same data-driven precision and baked-in AI to all “people-centric” parts of the business. D365 CE is a collection of interoperable data management and CRM apps used to manage customer relationships,…
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Microsoft Introduces Copilot for Sales and Copilot for Service

Now available to the public, Microsoft Copilot for Sales and Microsoft Copilot for Service combine the strength of Microsoft Copilot for Microsoft 365 with role-specific insights and actions, simplifying business operations, automating repetitive tasks, and unleashing creativity. Both solutions offer the flexibility to integrate seamlessly with existing contact center and CRM systems, including Salesforce and…
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Werk-Brau

Werk-Brau Automates Processes and Boosts Customer Service with Holistic Microsoft Dynamics 365 Business Central from Velosio

Background Since 1947, Werk-Brau has manufactured the highest quality and most innovative specialty products for the heavy equipment industry. Werk-Brau is respected internationally for providing outstanding customer service and dedication to excellence in all aspects of its business. Duke Werkheiser and Dutch Brautigam, for whom the company is named, first opened their blacksmith shop in…
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Irrimax

Irrimax Supports Massive Growth with Scalable Microsoft Dynamics 365 Solution

Background Irrimax Corporation is focused on reducing infections, healthcare costs and improving patient outcomes. The company’s flagship product, Irrisept Antimicrobial Wound Lavage, is a single-use, manual, self-contained irrigation device. Irrimax has attracted experts in the fields of product development, clinical research, manufacturing, and distribution. Its management team is committed to leading the organization with high…
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A Fresh Look at Microsoft Dynamics 365 Marketing: 2020 Release Wave 2 Features

A Fresh Look at Microsoft Dynamics 365 Marketing: New Features & Updates to Know

The latest release wave to hit Dynamics 365 Marketing accounts brought us a mix of standard fare – i.e. enhanced A/B testing and a Dynamics-based email editor – and some seriously game-changing AI tools. Think – AI topic generation, NLP-based segmentation, and the ability to personalize customer journeys with touchpoint-level precision. You’ll also notice the…
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