Make Your CRM Work Harder: Practical Ways to Increase Sales Productivity with Dynamics 365 Sales
Session Overview: Is your organization currently using Dynamics 365 Sales, but you feel like it’s only scratching the surface of its capabilities? This session will guide you through some of the top features offered by Microsoft to help move your team beyond basic CRM usage and transform your CRM system into a powerful, optimized solution that drives sales team productivity. Join us if you are not yet familiar with advanced Dynamics 365 Sales product capabilities and usage strategies but are eager to learn how to leverage the solution to its fullest potential!
Learning Objectives:
- Discover quick, actionable tips to help sales teams automate routine tasks using Dynamics 365 Sales.
- Learn effective approaches for simplifying lead management, opportunity tracking, and sales forecasting.
- Explore real-world scenarios demonstrating increased sales productivity and shorter deal cycles through Dynamics 365 enhancements.
Speakers: Peter Katz
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 CE (CRM)
Tracks: Sales
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
