On its own, Microsoft Teams give great tools like messaging, calling, file sharing, and much more. Dynamics 365 Sales, on the other hand, provides a plethora of tools for sales teams to better engage leads and customers. By combining these two products, we can expand the capabilities of both. Teams can be integrated with Dynamics 365 Sales to allow for conversations to start directly from records, initiate calls to customers, or link records into Teams channels.

In CRM, the command bar is the strip at the top of page that contains a bunch of different functions for the page. Recently, Microsoft has implemented an improved functionality for customizing the command bar to the Power Apps designer for CRM apps.

Often, there are too many disconnected apps at play in the workplace, so the challenge is to ensure that any additional app you add to your tech stack is multifaceted and adds tangible value to your work process. Customer Relationship Management (CRM) systems provide useful tools to teams who attract leads, build rapport with opportunities, and support current clients. Here are a few of the ways that CRM apps within the Dynamics 365 suite can be more than just a CRM.

Throughout the entire manufacturing marketing and sales process—from initial contact, to lead, opportunity, and quoting—all the way to order processing, a manufacturer constantly strives to optimize their processes. This makes sense; the faster and better they do their job, the more competitive they are through lower prices and more customers with increased satisfaction. There are countless moments along the sales and production pipelines with the potential to increase efficiency, and utilizi...

Take advantage of the social media platform made for business by using it to capture and nurture high quality leads with the Dynamics 365 Customer Engagement integration for LinkedIn.

Managing leads can feel like a failing juggling act. You keep in touch with most leads but fail to respond to a question one lead has about your proposal. Enhanced sales management applications like Dynamics 365 for Sales are great for keeping track of sales contacts, notes, and dates, but are limited by a user’s ability to complete manual sales tasks.

Using a CRM system to track leads and opportunities is a good way to keep up with the sales funnel. However, it is far too easy to neglect leads and opportunities when you are trying to juggle many other tasks and responsibilities. For an organization like ours that uses Dynamics 365 for Customer Engagement (formerly Dynamics CRM) for sales management and Office 365 for productivity, it makes sense to utilize every tool we can to keep up with sales. That is why I created a flow to automatical...