dynamics 365

What Is The Dynamics 365 App For Outlook?

Learn how your company can optimize this workplace staple with Dynamics 365. I’ve know what Outlook is but what makes it different with Dynamics 365? With the Outlook App for Dynamics 365, users can easily access CRM, add data (i.e. cases, opportunities, leads and contacts) and access dashboards. This is a massive productivity gain for [...]

June 4th, 2019|Categories: Upgrade|Tags: , , , , |

How to see a 50% reduction in emails to customer service with Dynamics 365

Emails. Let’s talk about why customer service gets so many. Most customer service teams are feeling “email anxiety”. Yes, this is a real thing. They are gone for ten minutes and twenty new emails come in. It takes a considerable amount of time to manually respond or forward n to the correct person. Companies today [...]

Improve Sales Forecasting with Dynamics 365

Why forecasting? In most businesses, “forecasting” is a hot topic. Forecasting is crucial to all businesses as allows properly set budgets, accurate production, and proper management of sales teams. Executives are constantly asking for the forecast for the business to give them insight. Many businesses still create these forecasts in various Excel documents, making the [...]

June 3rd, 2019|Categories: Manufacturing|Tags: , , |

How to best utilize CPQ for Quote Management with Dynamics 365.

 What does it do CPQ for Microsoft Dynamics CRM for Manufacturing is an essential tool for quote management for manufacturing companies. This is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications allow sales reps to quote prices with incredible speed and accuracy. This is done by [...]

How Manufacturing Companies Sell Faster with Dynamics 365

Provide sales team with mobile experience to allow dynamic features for your organization. These features include a 360º view of the customer, quote creation, and streamlined communication with the customer. Design your platform once and the sales team will be able to view from anywhere. Everything you have created will be showcased properly as images [...]