Not too long ago, Microsoft introduced an exciting extension to Microsoft 365 known as Microsoft Flow. It’s a cloud-based service that allows you to create automated workflows between your favourite applications and services.  The most common usage in CRM for sales is quote approvals, notifying you of overdue calls to open quotes, opportunities and service issues.  Note 35% of quotes are not followed up on, what is this worth to you?

We will review the key features of Microsoft CRM for sales and marketing, and show you how to automate them to save time and improve your sales.