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3 tips for creating intelligent fraud management workflows 

Today’s continuous growth of e-commerce sales drives the need for a stronger focus on fraud detection and protection. To meet demand and stimulate growth, it’s become crucial to keep fraud and operational costs low by streamlining business processes. Automating the risk analysis and transactional review process with machine learning platforms, like Dynamics 365 Fraud Protection,...Read more

Enable the Dynamics 365 Sales Preview mobile app in Advanced Settings 

Although it may seem counter-intuitive, now that many people are working from home at least some of the time, having a streamlined mobile app for your sales team has become critically important. Whether they’re in the office, in their car, or just moving around their houses, sellers need to stay on top of their deals...Read more

Ways to mitigate post-purchase fraud during the holidays 

With many retailers extending online holiday sales, consumers are taking advantage of the ease of shopping from home. Online shopping can also enable more impulse buying, which in turn increases the likelihood of returns and cancelations – and can open the door to abuse and fraud. Merchants need the right tools and controls to help...Read more

3 ways to minimize fraud this holiday season 

Even in challenging times, the holiday season’s irresistible deals attract both customers and fraudsters. A differentiated fraud prevention strategy is essential to keep a merchant’s fraud losses minimized while letting legitimate customers continue to have a smooth shopping experience. Here are three tips for the holiday season to help keep fraud low and maximize gains...Read more

Tips for setting up sales forecasting in Dynamics 365 Sales 

Most sales organizations understand the value of maintaining an accurate sales forecast. However, many are still tracking forecasts with a time-consuming spreadsheet. This blog post provides some best practices for using forecasting capabilities in Dynamics 365 Sales to help simplify creating accurate forecasts, even during rapidly changing conditions. Benefits of sales forecasting Sales forecasting is...Read more

Your sales team needs to be quick to impress 

The tough stats around personal engagement in sales For three days, 1,400 B2B sales and marketing leaders descended upon Las Vegas to learn, share and experience how we can improve our marketing efficiencies and sales processes, and deliver value in an increasing customer-driven environment. Regardless of your perspective at the beginning of the week, The...Read more

A view from the top: Are marketing and sales aligned? 

Sales alignment is the first step in your journey to introduce a new sales model, one that is a hybrid model combining the best of the digital journey of your buyer combined with the expertise and knowledge that a personal interaction with your sales team is able to provide....Read more

Dynamics 365 October service update – now Generally Available! 

Today we’re excited to announce several enhancements and new capabilities that will be rolled out to customers of the Dynamics 365 Customer Engagement services for Sales, Customer Service, Field Service, and Project Service Automation....Read more

Simplifying Dynamics 365 offerings 

This week, I had the opportunity to meet with many of our top Microsoft Dynamics partners at our annual Inner Circle event. The event serves as an opportunity to recognize and get feedback from partners…...Read more