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Sales

Sales Forecasting Crystal ball

Sales Forecasting: Dynamics 365 New Feature

Microsoft have introduced another new (preview) feature in Dynamics 365 Customer Engagement apps. Sales Forecasting helps companies to project revenue over time periods based on opportunities being created by the sales team. In this extended post we take a look at the new preview feature. Background For a long time, Goals has existed as a…

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Team Members Sparrows

Microsoft Dynamics 365 Team Licenses explained

April 2019 Updated Blog: Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. For those users that need it, a Plan license allows full access to pretty much everything under the sun! An App license gives access to a particular function set such as Sales, Service, Project…

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Interactive Dashboards Visual Filters

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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Bananas in a row

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 handed to you by Rocket CRM

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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Old Car and Garage

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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