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Microsoft Dynamics 365 Overview

It’s here! The first look at the next generation of intelligent business applications in the cloud.
Use digital intelligence to reimagine what’s possible for your business. Microsoft Dynamics 365 unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation. Start with what you need, add applications as your business grows. Learn more at http://www.microsoft.com/Dynamics365

Sales

Capture LinkedIn leads using the Connector for LinkedIn Lead Gen Forms

The Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms allows you to automatically sync leads captured on LinkedIn with your Dynamics 365 (online) organization so that your sales and marketing teams can develop and nurture them.

Sales

5 ways to power on-the-go productivity with Dynamics 365 for mobile

The Microsoft Dynamics 365 for mobile make it easy to stay connected with your prospects and customers no matter where you are, or what mobile device you’re using. Watch this video to see how to get around in the mobile apps, what they can do, and how you can download the apps and get started.

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Monitor and leverage your sent emails with Dynamics 365

Email engagement is part of the new Relationship Insights Suite for Dynamics 365 and empowers you to plan your strategy, choose your next steps, and examine your results.

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Convert leads into opportunities with Dynamics 365 for Sales

Manage your leads and close more sales with Microsoft Dynamics 365 for Sales. Watch this video for some highlights – like sales-minded dashboards that give insights and data you can share and act on; re-usable templates to share with your team; collaboration tools and integration with other apps like Excel and Skype; even business process customization so the tool works like your organization does. Harness the power of the cloud to do everything from qualifying leads and preparing quotes to managing your pipeline.

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Automatically collect and track emails with Dynamics 365 Auto Capture

The auto capture feature for Dynamics 365 makes it easier than ever to find relevant messages in your Exchange inbox and convert them into tracked messages with Dynamics 365.

Sales

Increase your opportunities and sell more effectively with the Social Selling Assistant

The Social Selling Assistant makes it simple to increase sales by providing you personalized, intelligent recommendations and insights from social media for any topics that you are interested in. With recommendations from the Social Selling Assistant, all you need is to spend a few minutes every day to grow your presence on social media to gain relevant customer insights and sell more effectively.

Sales

Getting around in Dynamics 365 for Sales

In this tour video, you will learn the basics of the Microsoft Dynamics 365 for Sales app. Discover how to create dashboards, navigate using the site map, create accounts, monitor sales activity and more.

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Use multi-select option sets in Customer Engagement

Enter and retrieve data faster using search queries, with the multi-select option sets on any record type in Dynamics for 365 Customer Engagement.

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Find more opportunities and boost sales with Microsoft Dynamics 365 – Gamification

Microsoft Dynamics 365 – Gamification is a solution for Microsoft Dynamics 365 that enables employees to participate in individual and team-based competitions that motivate them to achieve certain pre-defined KPI’s by offering prizes, awards, privileges, and recognition. Boost sales, drive change, improve data quality and communicate with a narrative-based gamification platform.

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How to Update Company Data Fields in Microsoft Dynamics 365

Learn how to quickly update an account in Microsoft Dynamics 365. Have you ever entered a new company and then needed to get some pertinent data such as an address, the size, or SIC number? That could easily take a person 15 to 30 minutes to find out all of the fields you need. Most users don’t know where to get the data and don’t have the time to find or enter it. With Insights, powered by InsideView, you can auto-populate up to 24 fields of data in just two clicks.

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Microsoft Dynamics 365 for Sales – Features

Watch this video for some highlights of how sellers leverage key capabilities like actionable insights, relationship management, sales productivity, and sales performance.

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Analyze Dynamics 365 data with Power BI content packs

Do you regularly distribute reports by email to your team? Try this instead: Package up your dashboards, reports, Excel workbooks, and datasets and publish them to your team as an organizational content pack. Content packs you create are easy for your team to find — they are all in the content pack library.

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