Top 5 Dynamics 365 Customer Engagement Blogs of 2018
Check out our top performing Dynamics 365 Customer Engagement blogs written in 2018!
5. User Acceptance Testing for Dynamics 365 Project Service Automation
This article discusses the elements of a User Acceptance Testing (UAT) script and the importance of testing. A UAT script is available for download in the blog.
4. Qualify a Lead into Dynamics 365 PSA the Right Way
An overview to properly setup your Lead qualification process to the correct PSA Opportunity record. Some errors will be addressed that you may encounter if you do not take these steps into action. This is Part 1 of a 4-part Dynamics 365 Project Service Automation blog series.
3. Demystifying Dynamics 365 | ‘Cause it’s not Just for Sales (Video)
Dynamics 365 encompasses so much more than Sales. Finance, HR, Service, Operations, Marketing – every department is fully supported. This video goes through a high-level look at the main benefits behind each of these systems, as well as some of the advanced functionalities that come with integrating them.
2. Manage More Than Just Contacts: Dynamics 365 for Customer Engagement
If you use LinkedIn Sales navigator, learn how you can manage activities from within Dynamics 365 for Customer Engagement. The article also discusses free access to InsideView Insights to see the latest information on your contact.
1. Why Back-office Managers Want CRM
From easier quoting and ordering, to streamlining account management, this article discusses four reasons why back-office managers should want CRM.
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