Dynamics 365 Sales
Track deals, contacts, and forecasts in Dynamics 365 Sales: implementation, team adoption, and licensing.
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01Dynamics 365
Dynamics 365 Sales: How Agents Are Changing the Work of Salespeople
Dynamics 365 Sales' 2026 Wave 1 is built around agents. Sales Qualification Agent, Sales Opportunity Agent, Opportunity Research Agent, Sales Research Agent: the release plan includes several of these, at different stages of delivery, and…
Reading time: 5 min
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02Dynamics 365 Sales
CRM s Who Answer the Phone: Bridging the Gap Between Customer Service and Voice
In almost every customer relationship project that fails, the official diagnosis is the same: “Salespeople aren’t filling out the CRM .” That’s true, but it’s not an explanation. A CRM is filled out when doing so requires less e…
Reading time: 4 min
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03Dynamics 365 Customer Service
Sales and Customer Service on the Same Platform: What This Means
The same scenario plays out again and again, regardless of the company's size. A customer calls customer service to report a problem. The person who answers the phone has no idea what the customer was sold, what was promised during the sales pitch, or the fact that a…
Reading time: 5 min
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04Business Application
Dynamics 365 Sales vs. HubSpot: What Really Makes the Difference
This is the most common trade-off in French-speaking Switzerland as soon as a sales team exceeds five people. On one hand, there’s a tool known for being simple, impressive in demonstrations, and quickly adopted. On the other, there’s a platform perceived as cumbersome, but already half-paid for by the…
Reading time: 4 min
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