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🎯 No more wasted efforts. Automatic lead qualification in Microsoft Dynamics 365
Every sales manager is familiar with this scenario: a sales rep spends hours preparing for the meeting, analyzing the client’s profile, and making contact, only to find that after five minutes of the meeting...
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🤖 How can you boost sales effectiveness without expanding your team? The role of AI agents
In the world of modern business, the pressure to increase revenue is constant. For years, the recipe for success seemed simple: want to sell more? Hire more salespeople...
🆕 Sequences in Dynamics 365 Sales after the updates—a new interface, more features, and improved progress tracking
A while back, Paweł Krulikowski demonstrated how a sales accelerator works and how to configure sequences in Dynamics 365 Sales using an older version of the interface. Today, this...
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🔁 Continia Document Capture and KSeF in Business Central – how do they work together to create a complete invoice processing workflow?
Continia Document Capture and KSeF in Business Central – how do they work together to create a comprehensive invoice processing workflow? In our previous article, we discussed how the National...
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⏳ Queues in Microsoft Dynamics 365 Customer Service
As the number of customers grows and communication channels multiply like tabs in a browser, handling inquiries starts to feel like a command center 🚦📞💬
Phone, email...
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How to close more deals? Copilot as a personal assistant for every salesperson
Microsoft Copilot, integrated with Dynamics 365 Sales, is more than just an information search tool. It is an active participant in the process, supporting the sales representative like a personal AI assistant.
🧾 KSeF in Business Central—see how it works in practice
The National e-Invoice System (KSeF) has been one of the most important topics for finance departments and organizations preparing for the full digitization of...
🎯 Automation in Customer Service: 5 practical tips
Automation in customer service is more than just a trend today—it’s a necessity in a world that expects fast, personalized, and efficient service at every turn. New...
🔄️ Integration of Dynamics 365 meetings with Outlook and Microsoft Teams
In the sales department, effective time management and full visibility into customer interactions are key to success. Sales representatives use several tools simultaneously...
👩🔧 Configuring sales territories in Dynamics 365 Sales
In the world of sales, good organization and a clear division of responsibilities are the cornerstones of success. When teams operate within defined areas, it’s easier for them to build relationships...
💸 Visualization of entity hierarchy in Dynamics 365 Sales Hub, part 2
The entity hierarchy visualization in Dynamics 365 Sales received the previously announced update before the end of the year. From now on, users can work with all related entities...
🔗 Product relationships in Dynamics 365 Sales – Cross-sell and up-sell
In the world of sales, every detail matters. Attracting customers with different product combinations or creating an incentive by adding a bonus item can result in...