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What Are the Biggest Sales Challenges—and How Does Dynamics 365 Help Solve Them?

Overcoming Modern Sales Obstacles with Microsoft Dynamics 365 and WebSan Solutions In today's hyper-competitive market, sales teams face more pressure than ever. From tracking leads and managing pipelines to delivering personalized customer experiences and closing deals faster, the obstacles can feel endless—especially when relying on outdated or d...

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The Power of Integration: Dynamics 365 for Sales + Business Central

 When sales and finance operate in silos, valuable insights get lost, processes slow down, and customer experiences suffer. That's why more small and medium-sized businesses are turning to the combined power of Microsoft Dynamics 365 for Sales and Dynamics 365 Business Central to break down barriers, streamline operations, and create a single ...

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Why Dynamics 365 Sales is Best CRM for Remote Sales Teams

In today's hybrid work environment, sales teams are more distributed than ever. Whether they're working from home, on the road, or across multiple time zones, remote sellers need a CRM that's fast, flexible, and built for collaboration. That's where Microsoft Dynamics 365 Sales stands out. The Remote Sales Challenge Managing leads, nurturing relati...

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How to Increase Cross-Selling and Upselling with Dynamics 365 Sales

Unlocking the full potential of your existing customer base can be the key to driving revenue growth. Cross-selling and upselling aren't just sales tactics, they're strategic opportunities to deliver added value to customers while increasing deal sizes. With Microsoft Dynamics 365 Sales, businesses gain powerful tools to identify these opportunitie...

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Solving the Top 5 Sales Challenges with Dynamics 365 Sales (CRM)

Sales teams face increasing pressure to meet targets, nurture leads effectively, and maintain strong customer relationships. However, common challenges such as disorganized pipelines, lack of insights, and inefficient processes can hinder success. Microsoft Dynamics 365 Sales (CRM) provides powerful solutions to overcome these hurdles and drive bet...

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How to Customize Dashboards in Dynamics 365 Sales (CRM) for Your Team

Dashboards in Dynamics 365 Sales provide a centralized view of key business metrics, making it easier for sales teams to track performance, monitor leads, and manage opportunities efficiently. However, out-of-the-box dashboards may not always align with your team's specific needs. Fortunately, Dynamics 365 Sales allows you to customize dashboards t...

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Understanding the Lead Record in Dynamics 365 Sales: A Breakdown for Sales Teams

In sales, every potential opportunity starts as a lead. But without proper tracking and management, leads can slip through the cracks, resulting in missed revenue. That's where Dynamics 365 Sales comes in—offering a structured lead management system to help sales teams capture, nurture, and convert leads efficiently. In this blog, we'll break down ...

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How Salespeople Use Dynamics 365 Sales Every Day

Sales can be a tough job. Keeping track of leads, talking to customers, and closing deals takes a lot of work. But with Microsoft Dynamics 365 Sales, sales teams can work smarter, not harder. This tool helps salespeople stay organized, follow up with leads, and close deals faster. Let's walk through a day in the life of a salesperson using Dynamics...

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How to Automate Sales Processes in Dynamics 365 Sales for Maximum Efficiency

Manual data entry, disconnected communication, and inefficient workflows slow down sales cycles and impact revenue. Microsoft Dynamics 365 Sales automates key processes, allowing teams to focus on closing deals and strengthening customer relationships. This blog explores how automation can streamline your sales operations for greater efficiency and...

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Addressing Customer Retention with Dynamics 365 Sales Tools

Customer retention is a key driver of long-term business success. Acquiring new customers is important, but keeping existing ones fosters loyalty, increases revenue, and reduces marketing costs. Microsoft Dynamics 365 Sales provides powerful tools to help businesses strengthen customer relationships, enhance engagement, and improve retention rates....

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How Dynamics 365 for Sales Solves Key SMB Challenges

Understanding the Pain Points of SMBs Small and mid-sized businesses (SMBs) face unique challenges in managing customer relationships, streamlining sales processes, and scaling operations efficiently. Limited resources, disconnected systems, and manual workflows often hinder growth, making it essential to adopt a solution that centralizes data, enh...

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Struggling with Sales Forecasting? How Dynamics 365 Sales Can Help 

Accurate sales forecasting is essential for any organization striving to stay competitive and grow. Yet, many businesses struggle with it due to data silos, lack of real-time insights, and inefficient processes. Enter Microsoft Dynamics 365 Sales, a robust solution designed to address these challenges and empower organizations to make confident, da...

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How Dynamics 365 Sales Drives Revenue Growth for SMBs 

Small and medium-sized businesses (SMBs) face the constant challenge of driving revenue growth while optimizing operational efficiency. For many, the key to overcoming these challenges lies in leveraging modern technology. Microsoft Dynamics 365 Sales offers SMBs a robust solution to streamline their sales processes, enhance customer relationships,...

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AI, Automation, and Insights: The Top Features in Dynamics 365 Sales 2025 Release Wave 1

Microsoft has unveiled its 2025 Release Wave 1 plan for Dynamics 365 Sales, introducing a suite of innovative features designed to enhance sales processes and boost productivity. These updates, scheduled for rollout between April and September 2025, leverage artificial intelligence (AI) to empower sales teams with advanced tools and capabilities. A...

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Overcoming Poor Lead Management with Microsoft Dynamics 365 Sales 

For many organizations, effective lead management remains a persistent challenge. Leads are the lifeblood of sales, yet inefficient processes, fragmented systems, and lack of visibility often result in missed opportunities, wasted time, and frustrated sales teams. Disorganized Lead Management Poor lead management often stems from a lack of structur...

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Unlocking the True Potential of Your CRM: Why the Right Partner Matters

When it comes to managing your customer relationships, the software you choose is important—but even more crucial is selecting the right partner to guide you through the process. Recently, I heard from a business that had invested in a CRM system but was struggling with disconnected systems and operational inefficiencies. Their experience highlight...

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CRM for Outlook – Frustration Free Zone

I was recently speaking with some like-minded CRMers in the community and we were discussing what we find to be at the top of the list for help desk inquiries. The overwhelming consensus was CRM for Outlook.

Do you ever find yourself faced with CRM for Outlook just not cooperating? Whether it be that you are having undesirable or unresponsive behaviors, the CRM tab is greyed out, or the CRM tab has vanished. Have no fear, you are not alone, and with a few checks and few clicks, more often than not, one of the following suggestions will be your golden nugget for resolution.

Check the following machine related roadblocks for starters...

ü  Ensure that your CRM for Outlook version matches up with your CRM server version. It could be that you are out of sync.

ü  Could you possibly have add-ins that are not playing nicely with one another? Begin to disable your add-ins one by one and see if CRM for Outlook is positively affected.

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Navigating the Mobile App for Dynamics CRM

The newest mobile app released by Microsoft for Dynamics CRM takes the user experience to a whole new level. The newest release is compatible with Dynamics CRM 2015 Update 1 and above. Below are some notable tips and tricks for navigating the mobile app.

Choose your app carefully.When you search in your mobile device’s app store, the familiar, Dynamics CRM for phone express, and the newbie Dynamics CRM for Phones, will be available to select from. The simplest identifier is their distinct logos.

You want to choose Dynamics CRM for Phones.

 

This app exemplifies the catch phrase, “Write once, deploy everywhere.” The experience you have grown so used to in your web client is essentially replicated in your mobile experience. As you navigate the mobile app, screens intuitively reformat, making it far more conducive to the smaller real estate, without losing a bit of functionality, including business process flows. As you swipe right and left, you are presented with all the data and all of the fields that are relevant to the entity you are working within.

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CRM 2016 Improves Navigation Functionality

The main navigation in the CRM 2016 ribbon not only altered its look, it also made functional changes, vastly improving the end user experience. The Main Menu Button now replaces the CRM logo. Clicking this button enables the user to switch between each of the functional areas without waiting for the page to reload. 

To add, a functional area can be selected where sub-areas are neatly organized in rows by category to easily view and select from. The fluid transition and absence of endless scrolling make for ease of navigation.

A sleek button, aptly referred to as MRU (Most Recently Used) presents the user with up to 30 of their MRU Records and Views.

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New Features in Microsoft Dynamics CRM 2015 Carina’s Spring Release

Microsoft Dynamics CRM is set to see a substantial update this spring, with the release of Carina. This will serve as the first major update to the new CRM 2015.  Although an exact date for its release is yet to be determined, CRM users and partners are abuzz with the features and added functionality that Carina promises. Here are some notable features that can be expected:

1. Enhanced Excel Integration

The new update will allow Excel users to open their data in spreadsheets within CRM. This serves as a valuable feature for quick visibility and analysis of data, and eliminates any compatibility issues that may arise should you have a different version of Excel installed.

2. OneNote Online Integration

Users can now take notes, create voice memos, capture photos and clip web pages from any mobile device (such as iPads or Android phones) and attach them to CRM using OneNote.

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