Microsoft Dynamics 365 Sales

Explore expert insights on Microsoft Dynamics 365 Sales and CRM for sales, marketing, and operations decision-makers. Learn how to boost customer relationships, streamline processes, align teams, and drive growth with Copilot AI, automation, and data-driven strategies.

Navigate by Category:

Navigate by Author:

Oct 24, 2024 •

The Best CRM Features in Dynamics 365 Sales

Imagine a sales team that operates like a well-oiled machine. Where every member is empowered to focus on closing deals rather than getting bogged down by […]

Oct 18, 2024 •

Successfully Choosing a CRM: Do Your Homework

Choosing a CRM can be filled with potential missteps. As the VP of Client Solutions at 360 Visibility, I’ve worked with numerous businesses that faced a […]

img:is([sizes="auto" i]){contain-intrinsic-size:3000px 1500px;}:where(.is-layout-flex){gap:.5em;}:where(.is-layout-grid){gap:.5em;}body .is-layout-flex{display:flex;}.is-layout-flex{flex-wrap:wrap;align-items:center;}.is-layout-flex > :is(*,div){margin:0;}body .is-layout-grid{display:grid;}.is-layout-grid > :is(*,div){margin:0;}:where(.wp-block-columns.is-layout-flex){gap:2em;}:where(.wp-block-columns.is-layout-grid){gap:2em;}:where(.wp-block-post-template.is-layout-flex){gap:1.25em;}:where(.wp-block-post-template.is-layout-grid){gap:1.25em;}.has-black-color{color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color:var(--wp--preset--color--white) !important;}.has-pale-pink-color{color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-color{color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color:var(--wp--preset--color--vivid-purple) !important;}.has-black-background-color{background-color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-background-color{background-color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-background-color{background-color:var(--wp--preset--color--white) !important;}.has-pale-pink-background-color{background-color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-background-color{background-color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-background-color{background-color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-background-color{background-color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-background-color{background-color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-background-color{background-color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-background-color{background-color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-background-color{background-color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-background-color{background-color:var(--wp--preset--color--vivid-purple) !important;}.has-black-border-color{border-color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-border-color{border-color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-border-color{border-color:var(--wp--preset--color--white) !important;}.has-pale-pink-border-color{border-color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-border-color{border-color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-border-color{border-color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-border-color{border-color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-border-color{border-color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-border-color{border-color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-border-color{border-color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-border-color{border-color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-border-color{border-color:var(--wp--preset--color--vivid-purple) !important;}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background:var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important;}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background:var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important;}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important;}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important;}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background:var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background:var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background:var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background:var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background:var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background:var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background:var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background:var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size:var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size:var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size:var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size:var(--wp--preset--font-size--x-large) !important;}:where(.wp-block-post-template.is-layout-flex){gap:1.25em;}:where(.wp-block-post-template.is-layout-grid){gap:1.25em;}:where(.wp-block-columns.is-layout-flex){gap:2em;}:where(.wp-block-columns.is-layout-grid){gap:2em;}:root :where(.wp-block-pullquote){font-size:1.5em;line-height:1.6;}.mcb-section .mcb-wrap .mcb-item-gcj8n8tlg .mfn-header-menu > li.mfn-menu-li > a.mfn-menu-link{color:#041c2c;font-weight:900;padding-top:25px;padding-bottom:25px;}.mcb-section .mcb-wrap .mcb-item-gcj8n8tlg .mfn-header-menu > li.mfn-menu-li:hover > a.mfn-menu-link{color:#0579bc;}.mcb-section .mcb-wrap .mcb-item-gcj8n8tlg .mfn-header-menu > li.current-menu-item > a.mfn-menu-link,.mcb-section .mcb-wrap .mcb-item-gcj8n8tlg .mfn-header-menu > li.current-menu-ancestor > a.mfn-menu-link,.mcb-section .mcb-wrap .mcb-item-gcj8n8tlg .mfn-header-menu > li.current-product_cat-ancestor > a.mfn-menu-link{color:#0579bc;}.mcb-section .mcb-wrap .mcb-item-gcj8n8tlg .mfn-header-menu li.mfn-menu-li ul.mfn-submenu li.mfn-menu-li a.mfn-menu-link:hover{color:#fff;background-color:#0579bc;}.mcb-section .mcb-wrap .mcb-item-gcj8n8tlg .mfn-header-menu li.mfn-menu-li ul.mfn-submenu li.current-menu-item.mfn-menu-li > a.mfn-menu-link{color:#fff;background-color:#0579bc;}.mcb-section .mcb-wrap .mcb-item-gcj8n8tlg .mfn-header-menu > li.mfn-menu-li{--mfn-header-menu-animation-color:#0579bc;--mfn-header-menu-animation-height:5px;}.mcb-section .mcb-wrap .mcb-item-64612ge .mfn-icon-box .icon-wrapper .header-cart-count,.mcb-section .mcb-wrap .mcb-item-64612ge .mfn-icon-box .icon-wrapper .header-wishlist-count{right:-11px;bottom:initial;}.mcb-section .mcb-wrap .mcb-item-64612ge .mfn-live-search-box .mfn-live-search-heading{opacity:.6;}.mcb-section .mcb-wrap .mcb-item-fr4nv3b6s .mfn-header-tmpl-menu-sidebar .mfn-header-tmpl-menu-sidebar-wrapper{align-items:center;}.mcb-section .mcb-wrap .mcb-item-fr4nv3b6s .mfn-header-tmpl-menu-sidebar .mfn-close-icon{font-size:20px;}section.mcb-section-73cf5e8fa{padding-top:30px;background-color:#f7f7f9;background-repeat:repeat;background-position:top center;}.mcb-section .mcb-wrap .mcb-item-stin71oj .mfn-tag-cloud li a:hover{background-color:#0579bc;color:#f7f7f9;border-color:#002838;}.mcb-section .mcb-wrap .mcb-item-iq93gob9 .mfn-tag-cloud li a:hover{background-color:#0579bc;color:#f7f7f9;border-color:#002838;}.mcb-section .mcb-wrap .mcb-item-490859b52 .title:hover,.mcb-section .mcb-wrap .mcb-item-490859b52 .title a:hover{color:#0579bc;}section.mcb-section-d877179eb .mfn-query-pagination ul.page-numbers a.page-numbers:hover{--mfn-pagination-items-color:#0579bc;}section.mcb-section-d877179eb .mfn-query-pagination ul.page-numbers li .current{--mfn-pagination-items-color:#f7f7f9;background-color:#0579bc;}section.mcb-section-d877179eb .mfn-query-pagination ul.page-numbers li .page-numbers{min-width:30px;}section.mcb-section-d877179eb .mfn-query-pagination ul.page-numbers .page-numbers{border-radius:4px 4px 4px 4px;}.admin-bar .progress-container-top{background:#f7f7f9;height:6px;}.progress-container-top{background:#f7f7f9;height:6px;}.progress-container-bottom{background:#f7f7f9;height:6px;}.progress-bar{background:#0579bc;height:6px;width:0%;}.mfn-sidemenu-25426-active #Wrapper{transition:.5s;pointer-events:none;}.mfn-sidemenu-25426-active body.mobile-side-slide{overflow-x:hidden;}