Skip to main content
Post a question

Notifications

Announcements

🌸 Community Spring Festival 2025 Challenge 🌸
News and Announcements icon
Community site session details

Community site session details

Session Id : 3TkLkaihdbvbRtt2WC6fe0

Customer experience | Sales, Customer Insights, CRM

enCloud9 Dynamics 365 Blog

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

Featured

27 Mar 2025 Customer experience | ...
Boost Forecast Accuracy with Product Catalog and Quotes in Dynamics 365
Brian Begley 874
Like (0)
26 Mar 2025 Customer experience | ...
Easily Add Your Product Catalog to Dynamics 365 Sales
Brian Begley 874
Like (0)
21 Mar 2025 Customer experience | ...
Enhancing Address Management in Dynamics 365 with Auto-Suggestions and Bing Maps
Brian Begley 874
Like (0)
17 Mar 2025 Customer experience | ...
How to Create Power BI Dashboards in Dynamics 365
Brian Begley 874
Like (0)

Latest blog posts

View all
27 Mar 2025
Like (0)
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
Like (0)
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
Like (0)
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
Like (0)
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
Like (0)
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
Like (0)
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
14 Feb 2025
Like (0)
Mastering Natural Language Search in Dynamics 365 Sales: A Game-Changer for CRM Users

Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also known as Copilot Search. This innovative feature allows users to filter and retrieve information using simple, conversational queries—no complex syntax...

Brian Begley 874
13 Feb 2025
Like (0)
[How To] Track the Last Activity Date in Microsoft Dynamics 365 Sales

Keeping track of past and upcoming interactions with prospects, customers, and accounts is essential for effective sales and customer management. However, Microsoft Dynamics 365 does not include a built-in field to monitor the last activity date o...

Brian Begley 874