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Sales Management

Microsoft Dynamics CRM - Independent Sales Rep Access

Have you given your independent sales reps CRM licenses so they can access CRM directly, rather than going through the Portal? Do you want them to have visibility only to the accounts, opportunities and leads that they are personally working? 

The following steps will help you achieve this via the use of Access Teams:

Dynamics 365/CRM 2016: How to Share Personal Views in the Mobile App

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

Artificial Intelligence: Trending into 2019

Artificial Intelligence: Trending into 2019

The customer experience and employee productivity have become more of a focal point than ever before. With technology evolving constantly, additional opportunities are becoming available to deliver more and better to customers and employees. Playing a major role in the growing phenomenon is the popularity of artificial intelligence (AI). 

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