Marketing is all about the numbers. The Microsoft CRM system has many analytic dashboards and reporting analytics to show you the current numbers and future trends. You will use a combination of the latest tools in 2025, (Copilot, Power BI, and marketing segmentation).

Unify your Sales and Marketing teams with Dynamics 365 to create a seamless, efficient, and collaborative environment. Experience enhanced communication and data sharing, ensuring both teams have access to real-time insights and customer information. This integration enables more effective targeting, personalized marketing strategies, and a streamlined sales process, leading to increased sales:

Agenda:

1. Microsoft CRM for sales and marketing, the 5 key screens

2. How to find and use the marketing information that is their (look at the key dashboards, reports, and analytics)

3. Using the 3 key tools for 2025 (Copilot, Power BI, Office 365 – Teams & SharePoint)

4. The 56 standard CRM reports for Sales and Marketing, my best 5.