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How to track sales performance in Dynamics 365

It’s been a long time coming but a nice alternative to using goals to track sales trends and performance has finally arrived for the Microsoft Dynamics 365 community. For those poor souls that ever had to experience the clunky, non-intuitive setting up of goals in Dynamics 365, you’ll understand the elation that this news brings…

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Scan Business Card feature in Microsoft Dynamics 365

From November 2019 you may have suddenly noticed a new button on your contact Quick Create form like the one below? The Scan Business Card option is a great addition for salespeople who are too busy to type info into a CRM system, or those lucky enough to have a biz card scanning device that…

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