Integrating with Outlook, salespeople can reach out to customers via email. Dynamics provides a seamless integration, allowing users to track emails sent and received within the system. By adding the email to the opportunity’s timeline, all relevant communication is stored in one place.
The global search feature enables users to search across all entities within Dynamics, making it easy to find specific information. With just a few keystrokes, you can access recent items and perform quick actions like closing a task.
Overall, Dynamics 365 CRM offers a comprehensive platform for salespeople to manage their day-to-day tasks and streamline their sales process. From navigating the site map to customizing dashboards, the system provides valuable tools to enhance productivity and drive sales success.
Is CRM the right fit for your business?
Find out with a FREE consultation from one of our highly-experienced consultants!
Our team can help you decide whether CRM is the right fit for your business, and can also help you identify opportunities to maintain your competitive edge, mitigate risks to your business, maximize value of your existing resources, and increase profitability whether you choose to work with us on a CRM project or not!
Gordon Schrenk is User Experience Manager at Azamba. He has spent 20 years honing his music production and performance skills, and the last 6 years focused on video production, graphic design, and web design. If you see it, hear it, or watch it here, the odds are good that Gordon had a hand in building it!
His goal is to ensure you have the best Azamba experience possible, whether you're finding us for the first time or have worked with us for years.