Posts Tagged: sales — Page 2
Lead and Succeed: Optimizing Sales with Dynamics 365 CE/CRM
Jyoti Karki explains how to optimize sales leads by using Dynamics 365 CE/CRM.
June 4, 2024
Customizing Work List Items in Dynamics 365 Sales
UG Expert Heidi Neuhauser demonstrates how to configure and customize work list items in Dynamics 365 Sales.
May 28, 2024
How to Configure Dynamics 365 Sales App Settings
UG Expert Heidi Neuhauser highlights various app settings in Dynamics 365 Sales, including lesser-known functions.
May 15, 2024
Copilot Podcast: Copilot for Sales Tip Time
In episode 15 of the "Copilot Podcast," AI Expert Aaron Back shares a new Copilot feature for Dynamics 365 Sales - Tip Time.
March 12, 2024
Making Sense of Copilot in Sales, Copilot for Sales & Copilot for Sales (Premium)
What are the differences between Copilot in Sales, Copilot for Sales, and Copilot for Sales (Premium)? In this post, UG Expert Heidi Neuhauser attempts to sort through these product lines.
March 1, 2024
How Copilot & Dynamics 365 Create Customer Experience Opportunities
In this post, AI Expert Aaron Back dives into Copilot opportunities for Customer Experience and provides practical takeaways for your organization.
February 20, 2024
Copilot for Sales Updates Coming in 2024 Release Wave 1
UG Expert Heidi Neuhauser provides an overview of the Copilot for Sales updates coming in the 2024 Release Wave 1.
February 12, 2024
Top Opportunities for Salespeople with Copilot in Dynamics 365
AI Expert Aaron Back, shares how Microsoft Copilot can streamline work for salespeople and what you should be cautious of when using or implementing it.
February 9, 2024
Creating an Account Team with Microsoft Copilot, Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how Microsoft Copilot can integrate with Microsoft Teams.
January 23, 2024
Feature Review: Using Microsoft Copilot in Dynamics 365 Sales
In this video, UG Expert and Microsoft MVP Kylie Kiser reviews the features of Microsoft Copilot in Dynamics 365 Sales.
January 3, 2024
How to Setup Microsoft Copilot in Customer Service
UG Expert and Microsoft MVP Kylie Kiser reviews how to set up Microsoft Copilot for Sales in this how-to video.
December 21, 2023
Extending Dynamics 365 Sales with Power Automate
Microsoft MVP and User Group Expert Heidi Neuhauser reviews six Power Automate connectors that can help extend the capabilities of D365 Sales.
November 13, 2023
Enhancing Sales Processes and Automation
Revegy executives discuss how the organization's technology helps enhance sakes processes in the latest episode of "Inside Dynamics Communities."
October 10, 2023
Maximizing the Benefits of Sales, Inventory, & Operations Planning in Dynamics 365 F&O
UG Expert Crystal Ahrens digs into the benefits and features of Sales, Inventory, and Operations Planning (SIOP) in Dynamics 365 F&O
July 17, 2023
Feature Showdown: Viva Sales Vs. Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser reviews and compares the features of Viva Sales and the Dynamics 365 app for Outlook.
March 22, 2023
How to Connect Microsoft Teams Chat with Dynamics 365 for Sales
In part two of the series, UG Expert Heidi Neuhauser dives deeper into the Microsoft Teams chat configuration with Dynamics 365 for Sales
March 1, 2023
How to Manage ‘Non-Inventory’ and ‘Service’ Items in Business Central
Business Central allows users the ability to set up and track items in the system. Dynamics Communities UG Expert David Wiser explains how to use "non-inventory" and "service" type items in Dynamics 365 BC/NAV.
February 8, 2023
