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Tag: sales automation

Leads vs. Opportunities in Dynamics 365: When to Use What for Smarter Sales 
April 23, 2025April 23, 2025
Insights
Leads vs. Opportunities in Dynamics 365: When to Use What for Smarter Sales 

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 […]

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The Ultimate Dynamics 365 Sales AI Guide: Features to Supercharge Your Revenue
April 16, 2025April 16, 2025
Insights
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 […]

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Mastering the Maze: How to Tame the ‘From’ and ‘To’ Fields in Power Automate Like a Pro 
February 21, 2025February 21, 2025
White Paper
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. […]

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Unlocking the Power of Dynamics 365 Sales: AI Features You’ll Wish You Knew About Sooner
January 13, 2025February 7, 2025
Insights
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: […]

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Recent Posts

  • Dynamics 365 vs. Salesforce: 8 Key Factors Every Business Should Know 
  • 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
  • Introducing Microsoft’s Next-Gen AI Sales Agent: A New Era of AI-Driven Sales 
  • Transform Your CRM: Proven Strategies for Data Quality in D365 

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