4 key elements to a successful field service transformation
A successful digital transformation requires weaving together technology, data, process, and operational change.
Dynamics 365 Sales
Discover the latest in Dynamics 365 Sales. Learn how AI and automation can help boost your sales and enhance customer interactions.
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Use a performance dashboard to optimize seller activities
When sellers follow a predefined set of activities from day to day, they will usually be more productive. -
4 ways to accelerate revenue with Dynamics 365 Sales and AI
If sales were simple, then every seller and every sales organization would be successful. -
Improve seller productivity with a sales cadence
In sales, planning is everything. However, many sales reps lack a detailed plan on how to follow up with prospects. -
Revolutionizing the future for sellers in Dynamics 365 Sales
Where and how we work has changed. The hybrid work environment is here to stay, and with it, comes a new set of demands on our sales organizations. -
Meet Context IQ—A new way to collaborate in a hyperconnected business
Across industries, businesses are experiencing a tectonic shift in how, when, and where people work. -
3 secrets to optimize your sales strategy
2021 has been an interesting year as we embrace the new hybrid world while bringing back the best practices from our old life and work style. -
Automatically route deals to the right sellers by using segments in assignment rules
Dynamics 365 Sales helps teams succeed by enabling them to build segments for use in assignment rules to ensure leads and opportunities are routed to the right sellers. -
Route leads with dynamic assignment rules
Using dynamic field matching for routing sales leads helps reduce the effort of having to write and maintain multiple static rules. -
Automated lead and opportunity routing: Right salesperson, right time, more sales
The assignment rule capability available in Dynamics 365 Sales automates the distribution of incoming leads, or records, to sellers and teams, ensuring that leads and opportunities are consistently assigned based on repeatable rules. -
Tracking forecasts to your company’s fiscal calendar just got easier
Support for custom fiscal periods improves the accuracy of forecast comparisons so that sales teams have better visibility into their revenue targets and sales progress. -
Improve seller productivity with the deal manager experience
The enhanced deal manager workspace allows sellers to get a full view of their pipeline, quickly gather context and take action, collaborate with their colleagues, and work the way they want to work.
