Save standardized PDF documents to Dynamics 365 or SharePoint
In June last year, Dynamics 365 Sales introduced the ability to generate PDF quote documents based on standardized templates.
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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Predictive sales forecasting in Dynamics 365 Sales
Efficient sales processes are key for any successful business. -
How predictable is your sales forecast?
Sales forecasts are wrong more than half the time, according to CSO Insights. -
Driving accountability with advanced forecasting in Dynamics 365 Sales
Today we’re announcing new Dynamics 365 Sales forecasting capabilities are now available for general use. -
Dynamics 365 Sales Professional 30 day free trial now available
Dynamics 365 Sales Professional was launched in Spring 2018 as a sales force automation solution to help small and medium-sized organizations automate their sales processes, analyze their business data, and grow their business without lengthy and costly implementations. -
Automate activity capture with AI in Dynamics 365 Sales Insights
Premium auto capture is a new AI-powered capability now available in Dynamics 365 Sales Insights that automates the association of activities like emails and meetings to COLA entities i. -
New AI features connect and extend insights across the organization
Today we’re unveiling new and enhanced artificial intelligence (AI) capabilities across Dynamics 365 applications, as well as a new solution to help project-centric services organizations transform their operations. -
Prioritize opportunities in Dynamics 365 Sales with predictive opportunity scoring
Good prioritization of opportunities boosts salespeople’s efficiency. -
How your growing businesses can compete and win on the customer experience
Can you imagine losing customers everyday? That’s what could happen after a bad experience with your organization. -
Predictive lead scoring in Dynamics 365 Sales Insights
Almost all sales organizations share the challenge of managing a large number of leads, often coming from multiple sources. -
4 ways sales teams can close deals faster with AI-powered insights
In this two-part series, we’ll explore how AI capabilities in Dynamics 365 Sales Insights helps sales teams sell proactively and managers lead proactively. -
Announcing the timeline to move to Unified Interface
Over the last two years, our customers have been experiencing the benefits of the new user interface client for Dynamics 365 Sales, Customer Service, Project Service, Field Service, and Marketing.
