Dynamics 365 - Are you utilizing sales sequences effectively, or want to learn how? You're in luck! In this month's LevelUP training we will be covering sales sequences, which are automated sales workflows that perform steps to engage with leads and contacts. Automating essential sales steps saves your team valuable time, allowing them to focus more on high-value interactions. Register to attend https://okt.to/4SvPYa
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Dynamics 365 - Are you utilizing sales sequences effectively, or want to learn how? You're in luck! In this month's LevelUP training we will be covering sales sequences, which are automated sales workflows that perform steps to engage with leads and contacts. Automating essential sales steps saves your team valuable time, allowing them to focus more on high-value interactions. Register to attend https://okt.to/s5EY1W
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"True salesmanship is the science of SERVICE. Grasp that thought firmly and never let go," Arthur Sheldon, The Art of Selling, 1911. At TruNorth Dynamics, we believe that service is the foundation of everything we do. Our mission is to empower you to better serve your clients by delivering solutions that drive results and align with their unique needs. That’s why we’re thrilled to invite you to our upcoming webinar: Why TruNorth Dynamics? The Experts You Need for Dynamics 365 Success! In this webinar, we’ll show you how TruNorth Dynamics can help you: ✅ Leverage Dynamics 365 to deliver exceptional value to your clients. ✅ Simplify complex projects with our deep platform knowledge and SMB expertise. ✅ Guide your clients through every step of their transformation journey with proven methodologies that ensure measurable results. We’re here to help you serve your clients better by providing the tools and strategies to overcome challenges and achieve success. 📅 When: January 16, 2025, at 1:00 PM CT 🔗 Register Now: https://lnkd.in/gmvMhdqc Let TruNorth Dynamics be your partner in creating success stories for your clients. Together, we’ll unlock their full potential with Dynamics 365! #TruNorthDynamics #Dynamics365 #ClientSuccess #msp #partner #microsoft #Webinar #businesscentral
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Microsoft Dynamics 365 Sales and Customer Insights learners and experts, here is your chance to provide valuable feedback to help shape the final version of this new exam! Get 80% off your certification, as well!
Stop scrolling! We have a new beta exam to tell you about. 😏 Exam MB-280 is your opportunity to prove your skills in configuring, customizing, and expanding the functionality of Microsoft Dynamics 365 Sales. Here's how you can get 80% off the exam: https://msft.it/6046lihmO
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We’ve partnered with Early Years Alliance to transform their sales and marketing operations with Microsoft Dynamics 365, delivering smooth processes for their leads & opportunities, offering sophisticated sales reporting. Here’s what Jennifer Rutzler, Director of Membership and Customer Service at Early Years Alliance had to say about partnering with Xpedition: “With Xpedition’s help we are starting to revolutionise the way we manage our sales and marketing operations and the reporting we have already developed will give us the detailed visibility of our profitability to support critical decision making.” Read more: https://lnkd.in/eBB8BwPt #microsoftdynamics365 #dynamics365 #dynamics365sales
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Just finished the course “Microsoft Dynamics 365 Fundamentals (CRM) (MB-901) Exam Tips” by Sharon Bennett!
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#Dynamics365 #CustomerService #Tutorial I'm excited to share a brand-new playlist of videos designed for anyone looking to enhance their skills in Dynamics 365 Customer Service! Whether you're just starting out or looking to fine-tune your service processes, these tutorials will guide you through essential features and best practices. Check out the playlist here: https://lnkd.in/gUgmVRF6 🎥 What you'll learn: - Introduction to Dynamics 365 Customer Service features - Efficient Queue Management and routing rules - Setting up and managing Entitlements - Creating and managing Knowledge Articles - Understanding and configuring Service Level Agreements (SLAs) - Comprehensive guide to Case Management (manual & automatic creation, parent-child cases, merge functionality) - Best practices for using Customer Service Schedules These tutorials are perfect for anyone looking to streamline their customer service operations in Dynamics 365. Don’t forget to like, comment, and subscribe to stay updated with the latest content!
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Mark your calendars for our webinars this week!📆 Seamless Integration: Connecting ServiceTrade with Dynamics GP and Business Central⬇️ 🔗https://lnkd.in/gUdCRcAD 941 Quarterly Tie Outs⬇️ 🔗https://lnkd.in/ga2g-i4n #implementationspecialists #is #upcomingwebinars #webinar #integration #servicetrade #dynamicsgp #businesscentral #tieouts
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Today I earned my "Assistant studio tutorials for Dynamics 365 Sales Insights" badge! I’m so proud to be celebrating this achievement and hope this inspires you to start your own @MicrosoftLearn journey! #Microsoftlearning #D365 #Dynamics365SalesInsights
Assistant studio tutorials for Dynamics 365 Sales Insights
learn.microsoft.com
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Check out this 3 minute explainer video on how Salesbuildr can help the MSP community. Thanks to our channel chief James Steel for putting this together!!! Must see if you’re using Microsoft Dynamics 365, AutoTask or ConnectWise
Salesbuildr has come a long way in the past two years! What started as a proposal tool has now become a comprehensive platform that can help you templatize everything that touches your sales process. A huge shoutout to our channel chief James Steel for creating an informative explainer video that breaks down how Salesbuildr can assist MSPs on AutoTask, ConnectWise, or Microsoft Dynamics 365 in just three minutes! Check it out and see how Salesbuildr can help streamline your sales process.
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New Post: How to prevent Deletion of Contact Records with Active Cases using Pre-Validation Plugin – YouTube From Manish chauhan Learn how to prevent users from deleting critical records in Dynamics 365! In this video, we demonstrate how to create a Pre-validation Plugin to stop the deletion of contact records associated with active cases. #dynamics365crm #PreValidationPlugin #CRMPlugins #microsoftdynamics #dataintegrity #Dynamics365Development #tutorial #techtutorial #d365crm #dynamicscrm source https://lnkd.in/eJFhez53
How to prevent Deletion of Contact Records with Active Cases using Pre-Validation Plugin – YouTube
https://365community.online
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