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Data Visualization with Kanban View
In This Article License and Role Requirements To utilize the Kanban view for opportunities, users must have one of the following licenses: Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional. For more details on pricing, visit Dynamics 365 Sales pricing. Additionally, users must hold a primary sales role, such as…
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Enhancing Sales Efficiency with Dynamics 365’s Business Card Scanner
In the fast-paced world of business, networking is key, and business cards are often exchanged as the first step in building professional relationships. However, the manual entry of contact information from business cards into customer relationship management (CRM) systems is time-consuming and prone to errors. This is where Microsoft Dynamics CRM 365’s business card scanner…
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Leveraging “Who Knows Whom” in Dynamics 365 Sales: Enhancing Your Sales Strategy
In the dynamic world of sales, having an edge can significantly influence outcomes. Dynamics 365 Sales introduces a powerful feature, “Who Knows Whom,” designed to enrich your sales approach by leveraging your organization’s collective network. This feature, available in both Dynamics 365 Sales Enterprise and Dynamics 365 Sales Premium versions, is an innovative tool that…