Category: CRM



In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Sales. Using data helps your sales teams drive better outcomes. Keep sales organizations up to date on important KPIs and enable sellers to be more data-driven with their decision making with seller KPIs and manager dashboards. The manager dashboard allows managers to view their team's and sequence's performances as well as coach and guide sellers: – Time taken to convert the leads and opportunities.
– The conversion ratio between leads and opportunity.
– Success rate of the sequences.
– Status of the sequence steps associated with the lead and opportunities. 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 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=8RpEA5g1oMQ



This video gives an overview of how to create an order validation policy for the order entity in Dynamics 365 Intelligent Order Management. Learn more: https://docs.microsoft.com/en-us/dynamics365/intelligent-order-management/ 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: 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=tcGCIGx06SA



In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Guides. The ability to make calls and collaborate with a remote expert while using a guide opens up new scenarios and possibilities. For example, first-line workers can call an expert if something goes wrong and get advice on how to keep moving forward in a timely manner, instead of waiting for support. Or customers can ask first-line workers to call a remote expert at specific steps of their guides, or to perform remote inspections as the product is being built, saving time while ensuring high quality. When opening Dynamics 365 Guides, users will be able to access a new **Call** tab, and then select a contact from the tab to start a call. If a contact isn't available, they can select **Search** to enter a name or email address in the holographic keyboard. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW2/Guides Product updates
Stay up to date on the latest product updates: https://aka.ms/Updates/Guides Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/Guides Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/Guides Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/Guides User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/Guides Upcoming events
Find and register for in person and online events: https://aka.ms/Events/Guides Product trials
Get started with Dynamics 365: https://aka.ms/Trials/Guides 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=2m3tm6kEV3E