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Archive for Category: Dynamics 365 Sales

Dynamics 365 Sales

Another Success Story: C.H. Robinson Taps Microsoft and HCL-PowerObjects

C.H. Robinson selected HCL-PowerObjects to implement Dynamics 365 Sales, Power Apps and Power BI. Watch this case study video to learn more!

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Announcements

HCL-PowerObjects Named Finalist for 2021 Global Microsoft Partner of the Year Award… Twice!

HCL-PowerObjects was named a finalist for the Microsoft Global 2021 Dynamics 365 Sales and Dynamics 365 Marketing Partner of the Year Awards.

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Dynamics 365

Another Success Story: McWane

Learn how PowerObjects helped McWane implement Microsoft Dynamics 365 Sales and how PowerSuccess provides them with ongoing support.

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CRM 101

Capturing Data at Opportunity Close

Looking to capture additional data at the time that an Opportunity is closed? In today’s blog, we’ll walk you through how it can be done.

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Dynamics 365

Dynamics 365 Business Central Integration with Customer Engagement, Part II of II

In this post, we finish our discussion on the integration between Dynamics 365 Customer Engagement and Business Central.

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Dynamics 365 Sales

D365 In Focus: Transform Your Organization with Sales Tool Belt [VIDEO]

In this D365 In Focus video, we walk through the Sales Tool Belt app created by PowerObjects. Learn how this app is perfect for sales teams who travel!

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Dynamics 365 Sales

Introducing Playbooks: How to use them and how they work

In this blog we walk through how the Playbook tool in Microsoft Dynamics 365 for Sales works and the steps of how to use them.

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Dynamics 365

Enable and Configure Relationship Assistant

Follow the steps in this blog to enable Relationship Assistant to begin enjoying all the intelligent action cards embedded in Microsoft Dynamics 365.

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Dynamics 365 Sales

Bridging Logic with IFTTT and Flow

In today's blog we demonstrate how to bridge logic with IFTTT and Microsoft Flow for a low cost, no custom code solution!

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Addons

Implementing Dynamics 365 at Owl Rock Capital Partners [VIDEO]

Partnering with PowerObjects allowed Owl Rock to expand and enhance their relationship management and reporting capabilities with Dynamics 365.

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Dynamics 365

Dynamics 365 Predictive Lead Scoring

Read this blog for an overview of the Predictive Lead Scoring feature of Dynamics 365 for Sales and learn how to configure it and interpret the results.

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Dynamics 365

Q&A with Construction Company New to Dynamics 365

We recently sat down with the team at The Christman Company, to hear how Microsoft Dynamics 365 has transformed their business processes.

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Dynamics 365

Business Process Flow Designer in Dynamics 365

The Business Process Flow Designer in Microsoft Dynamics 365 helps administrators and users to easily create business process flows.

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Dynamics 365

The Center for Creative Leadership: Customer Success Story

PowerObjects partnered with The Center for Creative Leadership to implement Dynamics 365 for Sales to better align their sales and marketing efforts.

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Dynamics 365 Sales

How to Create a Doughnut Chart to View Campaign Leads

In today's blog, we are going to demonstrate how to create a doughnut chart in the Sales Hub that shows what types of campaigns produce the most leads.

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Announcements

Spring Update Webinar Series for Dynamics 365

In this Spring Update webinar series for Dynamics 365, we're pulling in our experts from around the globe to showcase the most exciting changes!

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