In sales, timing and clarity are everything. For business owners using Microsoft Dynamics 365 Sales, understanding when to use a Lead and when to switch to an Opportunity can make […]
Tag: sales automation
Leads vs. Opportunities in Dynamics 365: When to Use What for Smarter Sales
The Ultimate Dynamics 365 Sales AI Guide: Features to Supercharge Your Revenue
Are you tired of missed follow-ups, scattered customer data, and endless manual work? If you’re struggling to streamline your sales process, you’re not alone. In today’s fast-paced business world, smart […]
Mastering the Maze: How to Tame the ‘From’ and ‘To’ Fields in Power Automate Like a Pro
Picture this: You’ve spent hours crafting the perfect Power Automate flow to log phone calls in Dynamics 365. Your goal? Automate your sales team’s follow-ups, save time, and boost efficiency. […]
Unlocking the Power of Dynamics 365 Sales: AI Features You’ll Wish You Knew About Sooner
Are you aware that almost half of your leads fail to convert? For many sales teams, it’s not about working harder—it’s about how the process is managed. Think about it: […]