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Dynamics 365 Blog

Blog Posts for Product: Sales

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Announcing the timeline to move to Unified Interface 

Over the last two years, our customers have been experiencing the benefits of the new user interface client for Dynamics 365 Sales, Customer Service, Project Service, Field Service, and Marketing. Many of our largest customers have successfully made the transition. As we’ve reached the milestone of over 80% of organizations enabling Unified Interface, we’re announcing...

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Weekly Webinars for the Business Applications Community for September 2019! 

Didn’t you wish there was some expert that would just explain how to use Dynamics 365 and Power Platform technologies? Purvin Patel brings his firehose of information to the community every Monday at 10am (Pacific) as part of a weekly webinar series.  You should expect deep dives, special guests, MVPs talking about cool things they...

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Dynamics 365 Sales Insights app (with conversation intelligence) generally available 

Sales organizations are looking for ways to harness the power of AI and transform their business. Every time sellers interact with customers, data is getting created in various systems and organizations are left seeking ways to generate value from the data assets that are created. Customer conversations are a critical part of the sales cycle,...

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Extending Dynamics 365 to accelerate partner revenue 

  • By Oren RynglerHead of Product - Dynamics 365 Sales and Sales Insights
If you’re a partner led organization that depends on indirect channels as one of the primary business growth drivers, choosing the right partner engagement relationship management solution is the key to drive scale. The average partner program contains a number of distinct components. With partner solutions such as partner relationship management (PRM) and Ecosystem Cloud,...

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Generate PDF quote documents based on standardized templates 

When a customer is ready for a formal proposal that contains the most current pricing information and product quantities, they are generally presented with a quote. Until now, a salesperson using Dynamics 365 for Sales could generate quote documents only in Word format using Microsoft Office templates. They then had to convert the Word docs...

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Automate playbook launch via a business process flow 

In today’s world, the job of salespeople is challenging. They are under more pressure than ever to deliver value to sophisticated customers who have a plethora of information at their disposal. On the flip slide, although customers today may be better informed, with the wealth of information and options available, they are increasingly overwhelmed. They...

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Using Azure Active Directory groups to manage a user’s app and data access 

Applies to Dynamics 365 for Customer Engagement apps version 9.x Applies to Common Data Service The administration of app and data access for Microsoft Dynamics 365 for Customer Engagement and Common Data Service has been extended to allow administrators to use their organization’s Azure Active Directory (Azure AD) groups to manage access rights for licensed...

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Release Notes for User Session Timeout Management 

Applies to Dynamics 365 for Customer Engagement apps version 9.x Applies to Common Data Service The maximum user session timeout of 24 hours is being removed. This means that a user is not forced to sign in every 24 hours to use the Dynamics 365 for Customer Engagement apps and other Microsoft service apps, like...

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Trends report: Unlock the secrets to a winning strategy for sales teams 

In a time of relentless business change, how are successful sales teams delivering predictable, scalable results? We surveyed over 200 B2B sales leaders and medium to large enterprise level companies to find out. The new report, available today, is a must-read for sales leaders. The research, conducted by Heinz Marketing and Microsoft, provides a snapshot...

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Four webinars for sales, field service, marketing, and business operations pros 

  • By Keith BarnettSr. Marketing Communications Manager, Dynamics 365
Our webinar series provides a wealth of insights from Microsoft experts, market researchers, and industry luminaries with one goal in mind: to help you optimize your business and accelerate digital transformation initiatives. The latest additions are essential viewing for professionals across sales, marketing, customer service, and finance. Modernize your sales productivity in hours, not days...

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Five revenue killers and how to defeat them 

  • By Jigisha DebSr. Product Marketing Manager, Dynamics 365 Sales
Growing a business is no easy feat. When revenue growth doesn’t meet projections, deducing what’s killing your revenue can be like cracking the case on a Whodunit mystery case. Where should you start searching for the first clues? A new e-book explores the top five culprits that can derail revenue and stop growth dead in...

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