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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...
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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...
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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...
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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 ...
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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...
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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 ...
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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 […] ...
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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...
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