Tag: D365

Have you ever wondered how you can boost your lead conversion rates with a tool your team already uses every day? The answer might be simpler than you think: WhatsApp! With its growing popularity, it has become the go-to platform for businesses to connect with leads and customers. Now, imagine combining WhatsApp with your CRM....

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, data-driven decisions. The Challenges of Sales...

https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Case-from-Outlook.mp4 Managing customer issues efficiently starts with capturing them the right way. When a customer emails about a quality issue or order problem, turning that email into a case ensures full traceability and faster resolution. With the Dynamics 365 App for Outlook, this process is quick and seamless. With just a few clicks, users can...

A New Dynamic client recently faced challenges with their help desk system and Dynamics 365. Users were struggling to find solutions, which lead to excessive ticket submissions. The client needed a way to empower these users with self-service options before escalating issues. Our solution was an AI-driven Copilot Chatbot that integrated with their help desk...

When managing service calls and cases, speed, and accuracy are two things that customers have come to expect. Not only that, but they also expect new and innovative ways of having their questions answered and support requests fulfilled that go beyond making a phone call and waiting on hold until a customer service agent becomes...

Keeping track of lead follow-ups can be challenging but Lead Sequences in Dynamics 365 Sales make it easier by automating outreach and structuring sales activities. This feature ensures no lead falls through the cracks while keeping your sales team focused on what matters most—building relationships and closing deals. How Lead Sequences Help With Lead Sequences,...

Microsoft’s vision for the Power Platform has always been about enablement. “Low-code, no-code” has enabled many makers to build business applications without writing traditional code. It’s an attractive idea—why rely on scarce pro-dev resources when we can empower citizen developers to build what they need? But then, there’s the reality. And reality often doesn’t align...

Imagine moving to a new city without knowing the roads. Finding your way would be a challenge, right? Now, think about sales reps struggling when assigned new location territories. Without the right tools, they waste time figuring out routes, leading to missed meetings and lost opportunities. This is where Inogic’s Maplytics – a 5-star-rated geo-mapping...

Simple and Automated Commission Tracking Matters for Insurance Brokers and Agencies Commission tracking for insurance brokers and agency owners must be simple, accurate, and flexible enough to handle diverse carrier commission structures and policy calculation methods. The reconciliation process is critical. It determines how and when producers and agencies get paid for the benefits policies...