Utilize assignment rules in lead and opportunity routing
In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Sales. Automatically route leads, opportunities to correct sellers
Responding quickly to incoming leads and opportunities can make or break a deal, particularly in highly competitive markets. The more mature a business gets and the more complex the prospective customer’s needs are, the more challenging it is to maintain that speedy response and personalized touch.
Quickly growing businesses require more sophisticated automation to ensure operational efficiency, proper distribution of leads among their sales team, and to make sure no leads slip through the cracks. The functionality will improve lead conversion ratios due to timely lead assignment and faster lead qualification times. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW2/Sales Product updates
Stay up to date on the latest product updates: https://aka.ms/Updates/Sales Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/Sales Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/Sales Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/Sales User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/Sales Upcoming events
Find and register for in person and online events: https://aka.ms/Events/Sales Product trials
Get started with Dynamics 365: https://aka.ms/Trials/Sales Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSFTDyn365 https://www.youtube.com/watch?v=ruUDEPGOSA4