How to Implement Microsoft Dynamics 365 Sales Copilot: A Simple Guide
Imagine a sales representative has 15 minutes before an important customer call. The opportunity contains dozens of activities, recent emails,...
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Imagine a sales representative has 15 minutes before an important customer call. The opportunity contains dozens of activities, recent emails,...
Sales Copilot can generate a quick summary of a lead and opportunity record, based on the fields defined in a view. To enable Sales Copilot, n...
Sales professionals are always on the go, trying to close deals, follow up with leads, and maintain client relationships. Hence, it is ...
An AI agent can summarize an account and still miss the detail that matters most. A seller may receive a recommendation without recent service...
I guess that most of my readers will already be aware of this, as I’ve been spamming LinkedIn with the news: I wrote a book! The book is...
Powerful segmentation is coming to Dynamics 365 Sales. When you are running marketing campaigns and leads are coming more than you can handle ...
We are announcing the ability to use financial tags for project sales orders and journals in Dynamics 365 Project Operations. This feature wil...
We are announcing the ability to uncover insights and risks to close more deals with Opportunity Research Agents in Dynamics 365 Sales. This f...
We are announcing the ability to enhance customer interactions with auto-linked CRM data in Dynamics 365 Sales. How does this affect me? With ...
The world is getting noisier, which makes it harder to earn customer attention. We’ve previously described the importance of hyper-personaliza...
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