Wipfli experts explore how Dynamics 365 for sales can help your sales teams, management, and executives gain valuable insight into your organization’s relationships, sales, and performance.
Topics to covered include:
- Leveraging the vast knowledge across your Dynamics 365 and Office 365 platforms to identify purchase patterns.
- Adding valuable tools for your sales team that increase efficiency by using social networks, Relationship Insights, Relationship Assistant, and Auto Capture.
- Providing the next generation of mobile platform capabilities to keep your teams connected, everywhere on every device.
- Gaining customizable insight into performance using integrated Power BI visualizations.
- Configuring sales workflows to help manage, direct, and automate activities to close deals faster.