Are you aware of the new CRM features?
New features were recently introduced enabling users to leverage Microsoft Excel and Word in powerful ways to analyze and present your Dynamics 365 data.
Using the new Microsoft Word feature, users can easily generate standardized documents from user developed templates populated with Dynamics 365 data. With Microsoft Excel templates, you can easily create and share your customized analysis with others in your organization to present:
- Sales Forecasting
- Pipeline Management
- Leads Scoring
- Territory Planning
Join Dan Stein, Manager of mcaConnect’s CRM Managed Services Department, for an overview of the new functionality for Word and Excel including a demonstration of each during this recorded webinar.