Meet Andy. He is a respected Senior Sales Rep at the Vegan Snack Manufacturer. The prime job, of Andy, is to expand his Sales boundaries and get more clients from his region. Every day, Andy follows a schedule fixed up for him by his Sales Manager and meets new, potential, interested clients. He follows the...

Dynamics 365 is known for its plethora of components and subcomponents, including entities, forms, views, charts, fields, and much more.  Many of these components have had their administration functionality altered, or have had their names changed altogether (e.g., “entities” are now “tables”; “fields” are now “columns”), with the introduction of the Power Platform.  Views are...

Postman is an API platform for developers to design, build, test and iterate their APIs. Follow the below steps to Download and Install the Postman on your PC. Step 1: Click here to navigate to Postman Downloads page. Step 2: Click on Windows 64-bit. Postman Setup executable downloading is in progress. Postman Setup executable downloaded...

How does your sales team map territories? Most of the organizations don’t have a proper tool to visualize the CRM data on maps. They either filter the CRM results based on location or use Google Maps, Bing Maps, or Apple Maps to see the exact location.  However, the truth is that these processes can be...

We, at DealHub, have recently partnered with MSDynamicsWorld.com to host an expert panel discussing  How Agile Selling Transforms the Way Organizations Do Business. Moderated by Rick McCutcheon, a Dynamics 365 MVP, the panel also included sales leaders Veronika Janu, RevOps EVP at Unit4, Chuck Ingram, CEO at congruentX, Greg Williams, VP Strategy at Western Computer,...

Organizations today need to be able to rapidly communicate with their constituencies— like their customers or employees or interested parties. Sometimes, the message must be tailored to a specific need while at other times the same message should be sent to the entire community en masse. While most communications do not require immediacy, some types...

For us marketers, the holiday season is like an endurance sporting event. From the dog days of summer, through Halloween and Black Friday, and all the way to Hanukkah, Christmas, and the New Year, it’s definitely a marathon, not a sprint.   If you are to be successful in your efforts to push harder and...

Our CRM Cloud Upgrade team has three reminders to share for those interested in, or using Dynamics 365 Cloud CRM. The Microsoft promotion for an additional 50% off on Power Apps subscriptions ends October 31st – see an overview below, as well as our original CRM blog post on the offer a) New Wave 2...

As your technology partner, we understand a top priority for any organization is to improve the customer experience. There are many Microsoft tools and technologies available that when implemented correctly, can benefit your customer base in a major way. Ensuring customer information is secure, easily managing and reporting on data, and automating business processes are...

Apart from increasing sales numbers, sales managers have a lot of other tasks that help them reach their goals. Massive organizations prefer to divide sales regions into territories. Each territory might have territory sales managers. Their task is to manage the clients falling in their territory and increase the client number. They have to manage...