Learn the Basics of Dynamics 365 Sales


Mastering Customer Relationship Management (CRM) and utilizing Dynamics 365 Sales can improve operational efficiency and growth. This guide clarifies key CRM terms and highlights the features of Dynamics 365 Sales. Key CRM terms include Customer Relationship Management, Lead, Opportunity, Pipeline Management, Contact Management, Sales Forecasting, Customer Segmentation, Campaign Management, Service Level Agreement, Dynamics 365 Case Management, and Analytics and Reporting. Dynamics 365 Sales advanced features include Sales Insights, Sales Hub, Lead and Opportunity Management, Forecasting, Relationship Management, Activity Management, Sequences, Performance Tracking, Dynamics 365 CRM Mobile Access, Outlook Integration, Quotes and Orders Management, Product Catalog, Dashboards and Reports, and Territory Management. Harnessing the power of Dynamics 365 Sales can revolutionize sales strategy and customer management.


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