By Mike Smith March 28, 2019

Leads in Dynamics 365 for Sales | Points of Consideration

When leveraging Dynamics 365 in a sales environment, one of the more difficult decisions is whether your organization should implement the use of Leads in the sales cycle. Generally, the decision comes down to either using a Lead, or a modified customer entity (Account or Contact). Also, keep in mind Leads can be used to…

By Patti Schreiber March 21, 2019

Dynamics 365 CE | Spring Release Highlights for the Layperson!

With the Spring Release for Dynamics 365 Customer Engagement quickly approaching, I have outlined some highlights for the layperson! However, if you would like to go for a deep dive into the Spring Release Notes, I’ve included the link: April ’19 Release Notes. For those of you who are not interested in wading through the…

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