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Dynamics 365 Blog

Turn prospects into engaged customers with intelligent sales and marketing 

The selling landscape is undergoing fundamental changes, many of them driven by the effects of B2B customers’ experience as everyday consumers. Many retailers have created personalized, nearly immersive, online experiences for each customer. Consumers shopping for goods and services continually experience fresh and delightful interactions, from highly customized offers and recommendations to frictionless channels to...

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4 ways sales teams can close deals faster with AI-powered insights 

In this two-part series, we’ll explore how AI capabilities in Dynamics 365 Sales Insights helps sales teams sell proactively and managers lead proactively. If you’re attending the Gartner  CSO & Sales Leader Conference 2019, be sure to attend our session, How Microsoft Unlocks Success with Insight-Drive Selling this Wednesday, September 18th, from 3-3:45 PM. The...

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How leading companies use CRM to power personalization 

Organizations must tailor consumer experiences to the individual needs and desires of current and prospective customers. Personalizing the customer journey, however, can be time intensive and expensive. Fortunately, Customer Relationship Management (CRM) technology, such as Microsoft Dynamics 365 Sales, makes this process efficient and affordable. One organization dependent on personalized experiences is AAA Northeast. Their...

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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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Conversation intelligence is now available in Dynamics 365 Sales Insights 

Today we’re excited to announce the next evolution of Dynamics 365 Sales Insights, making our Sales Insights application generally available. Our vision for Dynamics 365 Sales Insights is to augment every customer interaction, sales activity, and business decision with intelligence. This empowers sellers and managers closest to the problem by leveraging AI as a core...

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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 

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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How a leading logistics company navigated the shift to relationship selling 

A recent survey of over 200 B2B sales leaders conducted by Heinz Marketing and Microsoft, sheds light on the accelerating shift to relationship selling models across a wide variety of organizations. The results are clear: the highest-performing teams are abandoning boilerplate sales funnels to nurture genuine relationships at scale, enabled by technology that provides sales...

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Unlock the power of your EHR data to personalize patient care 

There are two critical objectives that every healthcare organization must meet to be successful. The primary objective, of course, is to create exceptional patient experiences and the other is to attract new patients. Both objectives contribute to the larger mission of keeping people healthy. As the industry shifts toward value-based care, the best way to...

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Unlock your EHR data to accelerate sales cycles and drive more revenue 

In any industry, business development is a tough job. But in healthcare, business development is especially challenging because of its uniqueness. It’s dependent on patient-focused channels like wellness programs, physician referrals, and community events. Upon closer look, the Affordable Care Act has significantly changed the equation when it comes to the way healthcare is delivered....

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