Dynamics 365 Sales offers duplicate detection for your account and contact records. Duplicate detection works by flagging fields with identical unique values (last names, email addresses, phone numbers, company names, etc.—info that is unlikely to be common) across several records. From there, you can decide how to handle these overlaps. Until recently, though, only account and contact records had duplicate detection. But no longer! Now you can create custom duplicate detection rules for oth...

This is part 2 of a series exploring the tools and records that guide you along the sales process within Microsoft Dynamics 365 Sales CRM system. In part 1, we covered Leads and their role in the sales process and within the system. If you haven’t read that part yet, you can catch up here: Exploring the sales process in Dynamics 365 Sales: Starting with Leads.

One of Microsoft’s primary goals when updating old features or developing new ones for its fleet of business productivity apps is right there in the name: Productivity. One thing that can lead to slowdowns and hang-ups is navigating between a bunch of different pages. Even aside from the slowdowns, it just doesn’t feel as good for the user. A relatively new feature to Dynamics 365 CRM is Focused View. This feature is aimed at reducing the number of screens users have to jump between when work...

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.

Manufacturers value efficiency, automation, and the ability to forecast orders, sales, inventory, and other important elements of their business. Considering these values, it’s perhaps a curious thing, or maybe not so curious, that many manufacturers use their enterprise resource planning (ERP) solution for customer relationships management (CRM) activities, or else they don’t use any solution for CRM at all. Considering the myriad benefits of CRM functionality—from lead and opportunity manag...

The on-premise deployment of Dynamics CRM is a long-standing, reliable CRM option, but adopting a cloud-based solution like Dynamics 365 Sales comes with an unprecedented level of securities, tools, and features. Plus, making the jump to a cloud-based business application is easier than you might imagine. With features like pipeline visibility, task organization, sales activity automation, collaborative workflows, end-to-end data security, and more, all in one unified workspace, working smart...

The LinkedIn Sales Navigator is a great tool for sales teams as it provides them access to new opportunities to find and engage with more, and usually higher quality, prospects and leads from LinkedIn. Most companies are not limited to just LinkedIn for lead generation, so LinkedIn Sales Navigator can be integrated with Dynamics 365 Sales. Integrating the LinkedIn Sales Navigator with Dynamics 365 Sales helps to bring together LinkedIn contacts and leads with the Dynamics 365 Sales interface....

In recent years, kanban boards have been rising in popularity as an effective way for teams to manage the smaller tasks within a larger project or process. They provide a great visual representation of tasks within a larger project or process. This visualization can be a great asset to help teams get an understanding of how they are progressing through a project, or what point within a process different items have reached. Opportunity and activity entries in Dynamics 365 Sales can be viewed a...

Customer Satisfaction surveys can have a major impact on both sales and customer service operations. Allowing customers to provide meaningful insight into their interactions with your organization can positively influence process changes and impact the bottom line. With Dynamics 365 Customer Voice (formerly Forms Pro), organizations can create comprehensive customer satisfaction surveys and distribute them directly to contacts from Dynamics 365 apps like Dynamics 365 Sales and Dynamics 365 Se...

When integrated with Dynamics 365 Sales, LinkedIn Sales Navigator can provide sales teams with crucial information regarding their opportunities directly in the Dynamics 365 interface. But what is LinkedIn Sales Navigator? The LinkedIn Sales Navigator is an add-on application available through LinkedIn that gives sales teams a boost in capturing and nurturing leads. It provides features like Advanced lead and company search, lead recommendations, deals, organic marketing alerts, and more.

If your organization uses Dynamics 365 for Sales, you can track emails from clients, vendors, leads, opportunities, etc. right from Outlook and those emails will automatically sync up to the associated record in your Dynamics 365 CRM system.

Microsoft recently announced that Internet Explorer Internet Explorer 11 will no longer be supported by Microsoft 365 applications. Don’t panic – Internet Explorer users have until August 17, 2021 before the tried and true browser is officially retired, however it is important for organizations using Dynamics 365 and Office 365 to begin developing a plan to use another browser for day to day access.

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...