Explore THE TOPIC
Sales
Find ideas for improving the way leads, opportunities and pipelines are managed, from initial interest through to a successful sale. Subjects include Dynamics 365 Sales, HubSpot Sales Hub, lead qualification, scoring and assignment, opportunity management, forecasting, sales automation and the technology that helps sales teams focus on the right work.
Find the right article
Search within Sales or narrow the articles down by tag.
22 articles found
Interested in this topic? Subscribe to get new articles on the topics you choose.
-
Defining Segments To Use With D365 Sales Sequences
A key part of the set up for using Sales Sequences as part of the Sales Accelerator functionality in Dynamics 365 is making sure…
0 comments -
Customise The Work Item Appearance For Sales Accelerator
I’ve started writing about the Sales Accelerator that can be used in Dynamics 365 in the Sales Hub (can also add to other apps…
0 comments -
Improve Selling Power By Setting Up Sales Accelerator In Dynamics 365
Ever heard of the Sales Accelerator in Dynamics 365? It’s not new, but I think it’s a lesser known part of D365, and can…
2 comments -
View Open Leads With Scores In Customer Insights – Journeys
You may have set up a Scoring model in your Customer Insights – Journeys environment and are happily building up scores for your Leads.…
0 comments -
Use Lead Scores To Create A Segment
If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using lead scores to create…
0 comments -
Using Browser Session Storage To Add Referrer and UTM Parameters To Leads
I’ve written about getting UTM Parameters from the URL when someone visits your website, then using them to add to hidden fields on a…
6 comments -
Won Opportunity Notifications To Microsoft Teams
Along with Dynamics 365, a license provides access to several other Microsoft tools, including Microsoft Flow. If your organisation also uses Microsoft Teams you…
2 comments -
Creating Leads Using An Email Queue
I’ve talked about using Queues previously, either to use to create a case or to send emails automatically from them. This post is about creating…
3 comments -
Qualifying Leads Without Creating Opportunities
*UPDATE – 2020/05/12* This blog was written in 2018 and was a way to get around functionality that was standard, with no way to…
29 comments -
Removing Default Lead to Opportunity Business Process Flows
Business Process Flows (BPF) are a great way to help D365 users navigate through a process in the system. They can be used to…
1 comment
