Create contacts in Dynamics 365 from LinkedIn Sales Navigator

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

Focus on the next best activity with your customers

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

Easy logging of customer-related activities with Premium auto capture

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

Sales Territories and Territory based forecasting in Dynamics 365 Sales

A sales forecast is a projection of what your sales team will close at the end of a given period. When done correctly, it can play a significant role in your company‚Äôs success. Managers can track individual sales performance against quotas to proactively provide coaching. Directors can use the forecast trends to anticipate departmental sales … Continue reading Sales Territories and Territory based forecasting in Dynamics 365 Sales

Early access to 2019 release wave 2 capabilities is now available

We have now enabled early access to new capabilities included in the Dynamics 365 2019 release wave 2, October update including end-user impacting features that will be enabled by default. Early access allows customers and partners to try and validate these new features in a non-production environment. To prepare for these changes with confidence, were … Continue reading Early access to 2019 release wave 2 capabilities is now available

How to Spot Negative Comments in NPS Surveys

Dynamics 365 Voice of the Customer (VoC) lets you create and send out surveys, so that you can get valuable feedback about your products or services. Using the Net Promotor Score (NPS) question type in VoC you can capture a respondents satisfaction based on the likelihood that he or she will recommend the product or … Continue reading How to Spot Negative Comments in NPS Surveys

The Brand New Org Chart in Dynamics 365

The brand new Org Chart in Dynamics 365 lets you maintain external organization charts for your accounts. You can build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. The org chart leverages a hierarchical relationship between an accounts contacts (you will need to set … Continue reading The Brand New Org Chart in Dynamics 365

Be Prepared with the New Playbooks in Dynamics 365 for Sales

Playbooks Dynamics 365 for Sales is introducing Playbooks, a new capability to help you automate repeatable sales activities and respond to external events. In the age of the customer, buyers have the upper hand in the relationship with sellers. With nearly limitless access to information, they can dictate their own customer journeys, rather than follow … Continue reading Be Prepared with the New Playbooks in Dynamics 365 for Sales

Make the most of the new Dynamics 365 App for Outlook

Everybody loves Outlook. Most of our daily communication and planning takes place in Outlook. Some argue that Outlook is the first thing you open when the day begins, and the last thing you close when the day ends. Many of us also work with business relations (customers, prospects, contacts, accounts, etc) on a daily basis. … Continue reading Make the most of the new Dynamics 365 App for Outlook