by TrellisPoint Marketing | Oct 17, 2017 | D365 Training, Sales
Enrich your CRM Data with Excel Update Dynamics 365 for Sales data with Microsoft Excel Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.) using Excel. Modifications can be made if the record being updated has not been...
by TrellisPoint Marketing | Oct 2, 2017 | CRM Adoption
How to Get Sales to use our CRM Getting Sales to use your CRM: What you need to know After implementing a CRM system, a sales manager realized that her team was not making much use of the tool. The data in the system was outdated and incomplete. She then asked herself...
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