From the Microsoft Dynamics 365 Customer Engagement Blogs: Sales forecasting; Close deals; Citizen engagement; Asset location

November 27 2020

This week on the Dynamics 365 Customer Engagement/CRM blog roundup:

  • Tips for setting up sales forecasting in Dynamics 365 Sales
  • Close deals by leveraging relationship analytics in D365 Sales
  • Streamlining citizen engagement with an advanced omnichannel strategy
  • Model your customer's asset location

Tips for setting up sales forecasting in Dynamics 365 Sales

Writing on the Microsoft Dynamics 365 Blog, AJ Ezzour stated that although sales organizations understand how important it is to keep an accurate sales forecast, many are still tracking forecasts using spreadsheets.

In his blog post, Ezzour offered some best practices for using forecasting capabilities in Dynamics 365 Sales to make it easier to create accurate forecasts, even during rapidly changing conditions.

First, Ezzour explained the benefits of sales forecasting, including enabling you to better allocate your resources and modify your strategy to address unforeseen circumstances.

He then offered some best practices to help you maximize your forecasting capabilities as well as some tips for sales forecasting during a crisis or unpredictable event.

Close deals by leveraging relationship analytics in D365 Sales

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