From the Microsoft Dynamics 365 CE/CRM blogs: Sales close agent; Improving data quality; Consolidating CE with D365 Omnichannel, Copilot; Reporting tools

In this week's Microsoft Dynamics 365 CE/CRM blogs: 

• Let AI work your pipeline with the sales close agent
• How to improve D365 data quality
• Consolidating Customer Engagement with Dynamics 365 Omnichannel and Microsoft Copilot
• Which reporting tool is right for your team? 

Dynamics 365 CE tip of the month: let AI work your pipeline with the sales close agent

Writing on the Rand Group blog, Chase Pedersen stated that sales teams often have plenty of opportunities in their pipelines. 

He noted that the challenge is keeping track of those opportunities and ensuring that they continue moving forward. 

Pedersen wrote that when sellers are managing several open deals at the same time, routine follow-ups can be delayed, opportunities can stall, and sellers may have trouble figuring out which deals need their attention right away. Agents, can help, he believes.

In this tip, Pedersen looked at how the sales close agent works and how to set it up to help sales teams manage opportunities more consistently.

How to improve Dynamics 365 data quality

On the enCloud9 blog, Brian Begley wrote that the phrase "garbage in, garbage out" has been used for decades, but it's still one of the easiest ways to explain why CRM projects succeed or fail.