This new feature provides the ability to create a contact record in Microsoft Dynamics 365 from a LinkedIn Sales Navigator (LISN) Lead Page or Lead List. Individual users are required to authenticate with Microsoft Dynamics 365 in order to create contacts. Users must associate a Contact record to an Account record in Microsoft Dynamics 365 … Continue reading Create contacts in Dynamics 365 from LinkedIn Sales Navigator
Maybe you will want to launch a campaign targeted at children who are born on christmas evening (December 24th). Defining a dynamic segment to filter out such contacts is now easier than ever in Dynamics 365 Marketing When you select a date attribute, e.g. Birthday (1), you will be presented with a query selector (2) … Continue reading New in Dynamics 365 Marketing: Build powerful date segments
With the new cascading marketing form fields i Dynamics 365 Marketing, you can design forms that surface the relationships between data attributes, for example filter and display only a subset of cities based on the pre-selected region, or filter and show only the learning classes that are available based on previous education level. To create … Continue reading New in Dynamics 365 Marketing: Cascading marketing form fields
The new concept of Sequences in Dynamics 365 Sales Insights help sales managers enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. A manager can connect sequences to leads and opportunities that appear in a seller's work queue, to help sellers prioritize activities to … Continue reading Focus on the next best activity with your customers
Premium auto capture helps salespeople focus on generating revenue instead of spending their time updating Dynamics 365 Sales data and logging every customer-related activity. In addition to activity suggestions based on capturing emails and meetings, premium auto capture also provides suggestions for creating new contacts Think of a scenario in which a contact we work … Continue reading Easy logging of customer-related activities with Premium auto capture
Microsoft Lystavlen 