CRM Part 2: Salesperson Productivity for D365 Business Central

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Take your CRM experience in Microsoft Dynamics 365 Business Central to the next level. In this video, we introduce our Advanced CRM tool, designed to make managing leads, contacts, and interactions easier and more insightful—from the very first lead all the way through to customer conversion.

This is Part 2 of our multi-part CRM series. In this video, you’ll see:

➤ How to use dedicated Role Centers for both sales managers and agents, putting key CRM data and actions right on your Business Central homepage

➤ Powerful CRM Agent and Manager Dashboards that deliver real-time insights into your individual and team performance, sales flow, and progress toward goals

➤ Enhanced task creation and tracking with a consolidated task list, making it simple to assign, follow up, and ensure nothing falls through the cracks
Topics covered:

➤ Introduction and setup
➤ Role Center – Sales Manager
➤ Role Center – Sales Agent
➤ Dashboard – CRM Agent (My Dashboard)
➤ Dashboard – CRM Manager (Team Dashboard)
➤ Advanced task creation and tracking
➤ CRM Part 2 review

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