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Dynamics 365 Sales Intelligence – 7/15/2021

Forecasting 2021 as a Very Good Year!

A "Power Moves Philly" Live Webinar Event

ClickDimensions Sales Engagement - Power Moves Philly - 12/21/2022

We’ll be covering new sales features and functionality in Dynamics 365 release wave 2, as well as reviewing several D365 Sales fan favorites from over the years.

Our live webinar demos are informal presentations starting with a PowerPoint overview, quickly moving on to a demo of how to use sales intelligence and more efficient processing to drive increased sales.

First up with be an overview of 2020 Release Wave 2 features including:

  • Simplified Dynamics 365 Sales mobile experience
  • Enterprise-grade, fully customizable sales forecasting
  • Usability improvements to streamline user experience

Demo scenarios

Relevance Search

Unified Interface

Interactive Dashboards

Lead Qualification and Sales Opportunity Management Business Process Flows

We’ll also show Sales Forecasting in action, as documented in our recent Sales Forecasting Part I and Sales Forecasting Part II blog articles.

Registration form is at the bottom of this page.

Enhanced email experience

Simplified document workflows with enhanced PDF capabilities and — also — MSCRM-Addons DocumentsCorePack

Improved data management with simplified duplicate detection and merge capabilities

Sales Insights

  • Assistant
  • Email Engagement
  • Auto-Capture
ClickDimensions Social Engagement

LinkedIn integration

Phone System integration

Dynamics 365 Sales Intelligence Registration