Across industries, businesses are experiencing a tectonic shift in how, when, and where people work. In today’s decentralized workplace, everyone needs simple ways to connect, share ideas, and collaborate wherever they are located.
2021 has been an interesting year as we embrace the new hybrid world while bringing back the best practices from our old life and work style. With all these changes, the need for products and services to adapt to our new norm has become more important than ever.
Dynamics 365 Sales helps teams succeed by enabling them to build segments for use in assignment rules to ensure leads and opportunities are routed to the right sellers.
The assignment rule capability available in Dynamics 365 Sales automates the distribution of incoming leads, or records, to sellers and teams, ensuring that leads and opportunities are consistently assigned based on repeatable rules.
Support for custom fiscal periods improves the accuracy of forecast comparisons so that sales teams have better visibility into their revenue targets and sales progress.
The enhanced deal manager workspace allows sellers to get a full view of their pipeline, quickly gather context and take action, collaborate with their colleagues, and work the way they want to work.
The new Dynamics 365 Sales mobile app integrates native mobile device capabilities with the best of Microsoft and Dynamics 365 Sales concepts: collaboration, productivity, engagement, and intelligent workflows to create a streamlined native mobile app experience.
In today’s digital landscape, sellers face new changes at a rapid pace, making it more important than ever to be equipped with the right information when connecting with customers.
Companies need accurate sales forecasts to keep on track to meet quarterly and annual revenue goals. In Dynamics 365 Sales 2021 release wave 1, sellers can now clone an existing forecast when they need to make edits, and gain immediate clarity on revenue scenarios.
Most companies use sales pipeline data to gauge a very generalized picture of future sales. But imagine if your company’s data was accurate enough to predict next month’s revenue within a few cents?
Think about the time spent between the moment you open an email or chat, find, and reply with the requested information, and then get back into the flow of your work. Add up those minutes-long interruptions, and you begin to realize why we often can’t finish everything on our to-do lists.