Generate PDF quote documents based on standardized templates
When a customer is ready for a formal proposal that contains the most current pricing information and product quantities, they are generally presented with a quote.
Dynamics 365 Sales
Discover the latest in Dynamics 365 Sales. Learn how AI and automation can help boost your sales and enhance customer interactions.
Refine results
Products
Content Type
Publish date
-
-
Automate playbook launch via a business process flow
In today’s world, the job of salespeople is challenging. -
Use playbooks for guided selling in Dynamics 356 for Sales
With the playbook feature in Dynamics 365 for Sales, organizations can automate repeatable sales activities and respond to external events by standardizing best practices that provide guided actions and contextual sales materials to sales representatives while closing deals. -
Dynamics 365 Sales Insights is now available in Europe, Middle East and Africa
What’s new In November 2018, AI for Sales started on a journey, aiming to introduce AI driven insights to every sales organizations. -
April 2019 Release launches with new AI, mixed reality, and 350+ feature updates
Today, we officially kick off the release of a six-month wave of more than 350 new capabilities, feature updates and applications across Dynamics 365 and the Power Platform. -
Trends report: Unlock the secrets to a winning strategy for sales teams
In a time of relentless business change, how are successful sales teams delivering predictable, scalable results? We surveyed over 200 B2B sales leaders and medium to large enterprise level companies to find out. -
Four webinars for sales, field service, marketing, and business operations pros
Our webinar series provides a wealth of insights from Microsoft experts, market researchers, and industry luminaries with one goal in mind: to help you optimize your business and accelerate digital transformation initiatives. -
Five revenue killers and how to defeat them
Growing a business is no easy feat. When revenue growth doesn’t meet projections, deducing what’s killing your revenue can be like cracking the case on a Whodunit mystery case. -
3 ways modern sales productivity technologies drive results for high-growth SMBs
Small and mid-sized companies (SMBs) are projected to grow 6-10 percent this year—more than twice as fast as the global GDP (3. -
Four essential webinars for sales, marketing, customer service, and finance pros
Our webinar series provides a wealth of insights from Microsoft experts, market researchers, and industry luminaries with one goal in mind: to help you optimize your business and accelerate digital transformation initiatives. -
Dynamics 365 AI for Sales is now available
Today’s buyers are more informed and have higher expectations than ever before. -
NFL Players Association and Dynamics 365: Extending players’ careers off the field
The National Football League regular season kicked off last week, and that means millions of fans are breaking out team jerseys, updating their fantasy rosters, and—for the most devoted of fans—closely tracking every touchdown and tackle as the season progresses.
