Category: CRM



To learn more visit https://www.crmdynamics.com/ In this video, we deep dive into Sales Insights and how to continuously analyze the vast collection of customer-interaction data already stored in your Dynamics 365 databases. This deep dive will help you to better understand your business relationships, evaluate your activities in relation to previous successes, and choose your best path forward. CRM Dynamics is a leader in this space. In this webinar, we will explore how Sales insights can help in the following four areas: 1. Guided selling: Guide sellers on their next course of action with timely and actionable insights. 2. Productivity intelligence: Free up sellers' time by minimizing manual data entry with contextual, real-time suggestions for updating existing records and creating new records, making sure your data is always up to date. 3. Connection insights: Build stronger relationships with customers and move relationships forward with AI-guided selling. Take pre-emptive steps to mitigate risks with a relationship health score. 4. Predictive models: Increase conversion and win rates by using AI to prioritize leads and opportunities with the highest likelihood to convert and buy. This video will help you gain a full understanding of Sales Insights capabilities and enable you to build strong relationships with customers, take actions based on insight, and close opportunities faster. https://www.youtube.com/watch?v=o3gYxnCUj78



In this video, learn how auto-update booking travel time goes to Microsoft Bing maps and collects and calculates travel time for a booking. So, whenever you're doing a manual booking, you will notice that travel time is calculated by going to Bing maps and it appears as a travel line. Learn more: https://docs.microsoft.com/en-us/dynamics365/field-service/user-guide 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 #MSFTDyn365 https://www.youtube.com/watch?v=uzSUMkTrCNU



In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Commerce. The global e-commerce industry has been experiencing rapid growth during the last two decades, and with growth comes change. The opportunity for business-to-business (B2B) sales has seemingly received significantly less attention, possibly due to the millions of entrepreneurs competing for business in the business-to-consumer (B2C) market. The data reflects that the tremendous potential for B2B e-commerce can’t be ignored for long, though. B2B e-commerce transactions in the United States have grown 40 percent, from $559 billion in 2013 to $780 billion by end of 2015. In 2018 alone, B2B e-commerce sales in the United States were estimated to exceed $1 trillion with continuous forecasted growth, according to Forrester Research. Furthermore, 74 percent of B2B buyers research online and 30 percent buy at least one-half of their work purchases online. Manufacturers, distributors, and wholesalers alike are investing heavily in next-generation enterprise B2B commerce technology to ensure they are delivering world-class online buying experiences that can scale for anticipated growth. As a result of this wave of investment, manufacturing and wholesale trade firms will spend more on commerce technology by the end of the decade than their peers in B2C retail.
As e-business teams look for solutions in the market, not only are they benchmarking their future-state online buying experience against B2B peers, but also against B2C leaders. They need solutions with a best-in-class foundation of B2C features, such as robust marketing and merchandising and experience management tools. Unique B2B capabilities such as contract pricing, quotes pricing lists, e-procurement, product configuration and customization, guided selling, bulk order entry, and account, contract, and budget management can then be layered on top. Feature details:
As a part of our B2B e-commerce initial offering, the following capabilities will be enabled: – Business partner onboarding
– Order templates
– Quantity thresholds (minimum, maximum, multiple)
– On account payment method
– Salesperson for business partner
– Handling of customer deposits
– Account statement and invoice printing
– Payment of sales invoice
– Quick order entry
– Dynamics 365 Sales integration
– Return order and return merchandise authorization (RMA)
– Order cancellation
– Matrix control for order entry Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW1/Commerce Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/Commerce Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/Commerce Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/Commerce Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/Commerce User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/Commerce Upcoming events
Find and register for in person and online events: https://aka.ms/Events/Commerce Product trials
Get started with Dynamics 365: https://aka.ms/Trials/Commerce 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=nFm0oG_Row4