Search Results

Create a Team Site for Document Repository If you do not have a SharePoint online Team Site already created for the document library it's a quick add. Configure Document Management Now we move forward and configure document management in Dynamics 365 for sales. Enable Server-based integration Once the URL is validated successfully, click the Next […]

What does Auditing do? it allows the tracking of Dynamics 365 records. Both Data and Operations may be Audited in Dynamics 365 including: Navigation in Dynamics 365 for Sales to configure auditing: What is Dynamics 365 for Sales? Dynamics 365 for Sales helps organizations manage, track and store information related to potential customers. This helps […]

In Dynamics CRM, activities are used to track, plan, document and organize all customer interactions.  The entire history of a customer will show up, giving a complete picture of interactions.

Most sales in Microsoft Dynamics CRM begin with a lead that convert to an opportunity and develop a quote. In CRM Online, a quote is an offer for products or services at a specific price and associated terms.

With Microsoft Dynamics CRM, leads are used to keep track of business prospects that you haven't yet qualified through your sales process.

Dynamics 365 Project Operations provides all the capabilities you need to run you services business. Win more contracts, use resources more efficiently, deliver projects successfully, and maximize your profits with Dynamics 365 Project Operations!

After an sales executive or other responsible party has determined the viability of a lead, the lead will either be qualified or disqualified. We qualify a lead to indicate that they're considered viable potential sales and are ready to move to the next phase of the sales process. We disqualify leads that we won't be pursuing as customers any longer.

Lead management lifecycle
Typically, while a sales rep or account rep is bringing a lead through the qualification process, different tasks or actions are performed to determine whether it should be qualified or disqualified.

As most of you may now know, Microsoft has announced end of life for Field Service 6.x and 7.x as well as Project Service Automation 1.x and 2.x from Dynamics 365. These versions will be retired February 2020. To assist with the transition to later versions, as of July 29, 2019 Administrators have now been […]

 Microsoft Dynamics 365 has evolved to become more Modern, Unified, Intelligent, and Adaptable. Achieving greater business outcomes with built-in intelligence and enabling people to do their best work by unifying relationships are all possible with the functionality of this feature-rich product. Microsoft Teams is the hub for teamwork in Office 365, providing a platform […]

 Microsoft Dynamics 365 has evolved to become more Modern, Unified, Intelligent, and Adaptable. Achieving greater business outcomes with built-in intelligence and enabling people to do their best work by unifying relationships are all possible with the functionality of this feature-rich product. Dynamics 365 for Sales empowers sellers to build relationships and enable smarter selling. […]