Sales
Interactive Dashboards inside Dynamics 365 Unified Interface
Dynamics 365 Interactive dashboards are now available for pretty much all record types in the Dynamics Unified Interface. If you’re used to the standard “classic” Dynamics dashboards, then you may be wondering what is an interactive dashboard. Well, I’m glad you asked because they are simple to create and are even simpler to use. A…
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What are leads in Dynamics 365?
Actually this is a very common question for people that are new to using Dynamics 365. When customers are first introduced to Dynamics 365 they often need guidance on the difference between leads and opportunities and how they both fit into the overall sales process. Furthermore what’s the difference between a lead and a contact…
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Microsoft Dynamics 365 CRM sales entities simplified
At Rocket CRM, we like to think we are different. “In what way are you different?” I hear you ask (in my head!). We are different because we take a potentially complex system like Microsoft Dynamics 365 and we make it really simple for you and your users to understand and use. After years of…
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3 steps to creating a repeatable sales process for small businesses using Microsoft Dynamics 365
Success and growth in business comes from building repeatable and predictable processes. Microsoft Dynamics 365 has been used by big businesses and enterprise corporations for years to build repeatable yet complex requirements. With the rapid rise of Microsoft Dynamics 365 online, more and more small businesses are benefiting from this “best in breed”, low cost…
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