From the Microsoft Dynamics 365 Customer Engagement Blogs: Sales forecasting; Close deals; Citizen engagement; Asset location
This week on the Dynamics 365 Customer Engagement/CRM blog roundup:
- Tips for setting up sales forecasting in Dynamics 365 Sales
- Close deals by leveraging relationship analytics in D365 Sales
- Streamlining citizen engagement with an advanced omnichannel strategy
- Model your customer's asset location
Tips for setting up sales forecasting in Dynamics 365 Sales
Writing on the Microsoft Dynamics 365 Blog, AJ Ezzour stated that although sales organizations understand how important it is to keep an accurate sales forecast, many are still tracking forecasts using spreadsheets.
In his blog post, Ezzour offered some best practices for using forecasting capabilities in Dynamics 365 Sales to make it easier to create accurate forecasts, even during rapidly changing conditions.
First, Ezzour explained the benefits of sales forecasting, including enabling you to better allocate your resources and modify your strategy to address unforeseen circumstances.
He then offered some best practices to help you maximize your forecasting capabilities as well as some tips for sales forecasting during a crisis or unpredictable event.
Close deals by leveraging relationship analytics in D365 Sales
FREE Membership Required to View Full Content:
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here
or
login
FREE Membership Required to View Full Content:
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here