Have your sales rep work be done automatically by streamlining workflows using Microsoft’s point-and-click business process automation tool for Dynamics 365 for Sales.  This allows your reps to focus on closing more business.

The webinar begins by quickly introducing fundamental concepts of building workflows. From there, you expand your skill set by examining more advanced capabilities such as scheduling actions and transitions to changes to sales data in related records.

You’ll also learn how to:

• Focus on what’s most important by using holistic customer data and real-time dashboards.
• Quickly adapt a solution that fits your business needs.
• Increase close rates, shorten sales cycles, and improve customer satisfaction and retention.

Agenda

• Collaboration hub: Access a shared workspace for Office apps that most of us already use to work sales opportunities.
• Cross-functional collaboration: Work together with customers and any colleague across functions, even if they aren’t a Dynamics 365 for Customer Engagement apps user.
• File integration: Co-author documents using Office 365 and automatically sync to Dynamics 365.
• Teams mobile app: Search from Microsoft Teams mobile app using the Dynamics 365 bot while on the go.