The lead routing capability available for Preview in Dynamics 365 Sales automates the distribution of incoming leads to sellers and teams, ensuring that leads are consistently assigned based on repeatable rules.
The post Automated lead routing (preview): Right salesperson, right time, more sales appeared first on Microsoft Dynamics 365 Blog.
In the last year, business travel and face-to-face meetings have reduced significantlybut global workforces are busier than ever. The pace of selling has sped up during the pandemic, and the common pain points sellers face have become exacerbated as they juggle more responsibilities and obligations across work, home, and multiple time zones. Sellers need toRead more
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Accurate sales forecasts keep sales managers happy and keep your company on track to meet its revenue goals. Previously, when you needed to adjust a forecast in Microsoft Dynamics 365 Sales, you had to start over from scratch, and then make the edits you needed. In Dynamics 365 Sales 2021 release wave 1, we releasedRead more
The post Save time by cloning sales forecasts in Dynamics 365 Sales appeared first on Microsoft Dynamics 365 Blog.
Accurate sales forecasts keep sales managers happy and keep your company on track to meet its revenue goals. Previously, when you needed to adjust a forecast in Microsoft Dynamics 365 Sales, you had to start over from scratch, and then make the edits you needed. In Dynamics 365 Sales 2021 release wave 1, we releasedRead more
The post Save time by cloning sales forecasts in Dynamics 365 Sales appeared first on Microsoft Dynamics 365 Blog.
As the world of sales is increasing its adoption of digital transformation, we are looking for ways to help boost your sales teams’ productivity and give them tools, like conversation intelligence, that help them focus on winning deals without distractions. After talking to sellers and managers from different sales teams, we found that the tasksRead more
The post Forget about forgetting with the latest update to action items in conversation intelligence appeared first on Microsoft Dynamics 365 Blog.