Category: Dynamics 365 CRM
A new mobile app for sales users is coming, the app has been designed with on the go sales people in mind.
Field sellers traveling from one customer to the next often do not have time to update their CRM tools. At the same time, keeping everyone on the sales team aligned is key to achieving successful outcomes, not to mention that current and consistent sales data powers meaningful insights that help the sales organization sell more efficiently.
Microsoft Internet Explorer, originally released in 1994, getting to its last version, number 11, in 2013, is finally being put to pasture.
Microsoft have released the Wave 1 new features and updates information for Wave 1 2021.
It describes all the new features releasing from April 2021 through September 2021.
The ability to views other fields from other related areas of CRM from within a record form has been around for a little while as “Quick View Forms”.
Utilising these you could view say a contact’s job title, email and phone number, whilst in a case record.
Microsoft Teams is fast becoming the collaboration platform, especially in the context of the pandemic.
Most are using it for internal (video) calls, messaging and some file management, but did you know you can use Dynamics 365 CRM from within Teams and also use Teams within CRM? Read more >