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Session Id : 1rYks0KlNxWHLBMgo4GSpa

Customer experience | Sales, Customer Insights, CRM

enCloud9 Dynamics 365 Blog

Dynamics 365 Community / Blogs / Customer experience | Sales, Customer Insights, CRM / enCloud9 Dynamics 365 Blog

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01 Apr 2025
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Click Product Update 2025: What’s New?

The Click Product Update 2025 introduces powerful new features designed to help marketers using Dynamics 365 achieve more. Click is the only marketing automation platform built natively inside Microsoft Dynamics 365. Because of this deep integrati...

Brian Begley 874
31 Mar 2025
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How Dynamics 365 Helps Accounting Firms Tackle 3 Key Challenges

Accounting firms have a lot to manage—from growing client needs to strict regulations. That’s why more accounting firms are turning to Dynamics 365 to bring everything together in one smart, connected system. To keep up, they need tools that help ...

Brian Begley 874
27 Mar 2025
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Boost Forecast Accuracy with Product Catalog and Quotes in Dynamics 365

Accurate close dates and revenue estimates are essential for managing opportunities in Dynamics 365 Sales. But relying on gut instinct isn’t enough to drive smart decisions. By using the built-in product catalog, you can calculate real revenue, im...

Brian Begley 874
26 Mar 2025
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Easily Add Your Product Catalog to Dynamics 365 Sales

If your sales team struggles with quoting or managing product information, it may be time to unlock the power of the product catalog in Dynamics 365 Sales.Too many companies rely on spreadsheets or disconnected tools to track products and pricing....

Brian Begley 874
21 Mar 2025
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Enhancing Address Management in Dynamics 365 with Auto-Suggestions and Bing Maps

Adress Management in Dynamics 365 Sales is now easier and more efficient with address suggestions and Bing Maps integration. These features help streamline data entry, improve accuracy, and provide real-time location visibility. In this guide, we’...

Brian Begley 874
17 Mar 2025
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How to Create Power BI Dashboards in Dynamics 365

Getting clear insights from your CRM data is essential for making smart business decisions. If you use Dynamics 365 Sales, you already have access to Power BI—a powerful tool for creating visual reports and dashboards. This step-by-step guide for ...

Brian Begley 874
14 Mar 2025
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How Dynamics 365 is Helping Distribution Companies Stay Ahead

Overcoming the Biggest Challenges in Distribution Running a distribution business comes with many challenges, and without the right tools, these challenges can quickly escalate. For instance, keeping track of inventory, ensuring deliveries arrive ...

Brian Begley 874
11 Mar 2025
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3 Ways to View Opportunities in Dynamics 365 for Better Sales Management

Effectively managing sales opportunities is absolutely crucial for any business using Microsoft Dynamics 365 Sales. Fortunately, Dynamics 365 offers multiple ways to view, track, and manage your opportunities, ensuring that you always have the rig...

Brian Begley 874