Improve Collaboration by Adding Notes Before Saving in Dynamics 365

In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, which can result in missing important information. During a recent meeting with a potential client, Alex, our new CRM feature allowed me to take notes and upload documents in real-time—without having to… Read More »

The post Improve Collaboration by Adding Notes Before Saving in Dynamics 365 first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.