Imagine moving to a new city without knowing the roads. Finding your way would
be a challenge, right? Now, think about sales reps struggling when assigned new
location territories. Without […]
The post Dynamics 365 CRM and Maps: A Powerful Pair f...
Simple and Automated Commission Tracking Matters for Insurance Brokers and
Agencies Commission tracking for insurance brokers and agency owners must be
simple, accurate, and flexible enough to handle diverse carrier […]
The post Automated Commiss...
Finding the right data in Dynamics 365 Sales just got easier with Natual
Language Search, also referred to as Copilot Search. This feature allows users
to filter and retrieve records […]
The post Boost Your Productivity with Natural Language Sear...
In our previous video, we walked through the process of creating a Vendor Claim
Request to recover costs from suppliers when product issues arise. But what if
the issue occurs […]
The post [Video] Customer Service in the Metals Industry - Part V
...
One of the biggest challenges sales and customer service teams face in Microsoft
Dynamics 365 is keeping track of last and next activity dates with leads and
customers. Surprisingly, Dynamics 365 […]
The post Boost Your CRM Efficiency: Track Last...
Small and medium-sized businesses (SMBs) face the constant challenge of driving
revenue growth while optimizing operational efficiency. For many, the key to
overcoming these challenges lies in leveraging modern technology. Microsoft […]
The post ...
Strengthening Client Relationships with CRM for Wealth Management Firms Wealth
management is more than just managing clients’ investment portfolios and
providing strategic investment advice. It’s about building long-term client
relationships […]
...
Copilot has already started transforming how sales organizations operate by
lending a hand in authoring emails and other built-in prompts that Microsoft has
provided. There are also the unsuccessful times […]
The post How to Train Microsoft Copil...