In this blog, we will see how the sequence feature makes teamwork or Sales Manager’s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1 and blog 2 ) we have shown how to configure Sales Accelerator and create Sequence. Now, let’s see some… Read More »
Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: “Sequence Stats”: Used for comparing sequence performance statistics over… Read More »
Introduction In Dynamics 365 2021 release wave2, you will notice there are many enhancements added under the Sales Accelerator. One of which I came across is the new filtering capability added to the sequence grid. Sequences feature in the Sales Accelerator helps the sales manager to define consecutive actions that sellers need to follow while… Read More »
Introduction: This is a very useful feature for Sales Team to send the same email to more than 1 record at a time. The Bulk Email feature will minimize the time to send the mails. For now, you can select at most 10 records at a time to send the same email. To use this… Read More »
Introduction: The Sales Accelerator in Dynamics 365 CE provides a digital selling customized experience to the sales team. Using this feature, sales team can prioritize customer lists and create worklists that help in making every communication successful. Recently when I was setting up “Sales Accelerator” in Dynamics 365 CE 2021 wave2 version, I came across… Read More »
Introduction: In Dynamics 365 2021 release wave 2, when I was exploring “Sales Accelerator” feature, I came across another newly introduced feature “Segments”. Previously, if you activate the “Sequence” for the “Sales Accelerator” and you want that sequence to work on a particular set of records, then first you have to manually connect the records… Read More »
Introduction: In Dynamics 365 2021 release wave2, you will notice there are many enhancements added to the Sales Accelerator. One of which we came across is Adaptive Sequences. In the previous blog, we have already seen configuration of sales accelerator and steps for creating sequences (at that time this feature was in preview). Now, first… Read More »