Video - Dynamics 365 - Deal Manager (Preview)
In this preview of the upcoming October 2021 release from Dynamics 365 Sales Hub
The deal manager workspace is the new way to manage opportunities in Dynamics 365 Sales. It can be personalised and customised depending on what sellers want to see in their workspace. Sellers can:
• Organise opportunities in a way that works for them
• Personalise their views
• Update information on the fly
• Add notes and tasks, and much more.
Dynamics 365 Tips for Tasks
As Dynamics 365 has evolved from Dynamics CRM, for long term users' sometime changes impact on your speed and efficiency of using the system.
For me, managing Dynamics tasks in outlook was one of these changes, I did not love.
Recently I took a good look at what the system could do and now I want to share how Dynamics Tasks in Outlook is better than it used to be.
Check our Case Studies for examples of how we've helped various companies realise the benefits of Customer Engagement...
OA Systems did a brilliant job of updating our Microsoft CRM4.0 to Dynamics 365. The process was smooth from start to finish and they completed on time and on budget.
Brendon Reid, Managing Director, Automation Associates Ltd
Highly recommended.
The OA Systems development team has a really detailed understanding of every layer of our business
Ayla Hutton, Technology and Projects Manager at Safety ‘n Action
Building C
Level 1/95 Ascot Avenue
Greenlane
Auckland 1051
We are always looking for people who are excellent and passionate at what they do to join our team. If this sounds like you then we'd love to hear from you!
Need some help?
Customer Engagement can help improve customer relations, increase customer revenues, maximise cross and up-selling, create better communications and optimise your marketing. Get in touch for a chat about how Customer Engagement 365 can help you...