Thinking of migrating from Salesforce to Microsoft Dynamics 365? Here's what you need to consider before you do.
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The Revenue Leak Your Dynamics CRM Cannot See
Key Takeaways: 1. The biggest revenue loss in field sales is invisible. It never shows up in a report; it's the nearby visit a rep never knew ...
Dynamics 365 Sales – Engage leads with deeper knowledge by connecting any data source to Sales Development Agent
We are announcing the ability to engage leads with deeper knowledge by connecting any data source to the Sales Development Agent in Dynamics 3...
Dynamics 365 Sales – Ensure precise customer interactions with fine-tuned Sales Qualification Agent
We are announcing the ability to ensure precise customer interactions with fine-tuned Sales Qualification Agent in Dynamics 365 Sales. This fe...
Turning Copilot into a system of action with Dynamics 365 Sales and Service plug-ins in Copilot Cowork
Copilot Cowork is where people delegate multi-step, multi-source work and review it, drawing across records, knowledge, email, and meetings, a...
Dynamics 365 Sales – Skills for Copilot Cowork
We are announcing the ability to connect Dynamics 365 Sales to Copilot Cowork with Skills. This feature will reach general availability on Jun...
Dynamics 365 Sales – Redesigned Opportunity Research helps sellers understand deals and take action faster
We are announcing a redesigned Opportunity Research experience that helps sellers understand deals faster and take action with confidence in D...
Dynamics 365 Sales – Carry out suggested actions faster and more effectively
We are announcing the ability to carry out suggested actions with built-in context and guidance directly within the flow of work in Dynamics 3...
AI Agents in Microsoft Power Platform: Where Custom Agentic CRM Fits in Dynamics 365 Customer Engagement
In many CRM planning conversations right now, AI agent discussions are starting before organizations have fully aligned governance, integratio...
Business Process Flows in Dynamics 365 CE
Let’s look back at an oldie but a goodie in Dynamics 365 CE/CRM: Business Process Flows! These are designed to standardize how records m...
Real-Time Dynamics 365 Sales Alerts for Manufacturing Teams: Close Deals Faster
In the manufacturing industry, timing often determines whether a deal moves forward or ends up with a competitor. Sales representatives manage...