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ReportWhat are some best practices for implementing Dynamics in my organization?
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What are some best practices for implementing Dynamics in my organization?
Hi Shawn Sauve,
This is a really wide-open question.
I would like to give a few examples:
1.Mareting
Before we can sell anything, we need to get more people to know about it.
The way to do this can be to use emails or hold events and in the follow-up analysis to see how effective this is and try to automate these processes.
2.Sales
When we make sales, we need to bundle sales using various attractive discounts to increase our turnover.
Also sales can be integrated with other dynamic 365 applications so that these applications can play a bigger role.
3.Field service
Field service, as its name implies, there are times when we sell more than just products, but also services.
It can integrate all front-line personnel and resources and reduce management costs.
Field service is not only suitable for enterprises, but also some non-profit organizations.
4.More useful applications
Hi Shawn,
The list of best practices can be very long and exhaustive since there are multiple processes involved. I would focus on the most strategic once which can be split into three categories: Solution, Partner, and Business Transformation.
Solution:
Partner
Business Transformation
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