C5 Insight Managing Partner Geoff Ables presented the Dynamics CRM User Group (CRMUG) webinar, “Rapid Sales Process Design,” on July 19, 2018. CRMUG is a user group for Customer Engagement and Dynamics 365. CRMUG webinars, designed for users at all levels of expertise to introduce specific topics in short virtual meetings, are available to all CRMUG members worldwide.
“Rapid Sales Process Design,” was a non-technical session that described how best-in-class sales teams are designing their sales processes to align with their buyer’s processes. Ables walked attendees through defining their first sales process and mapping it to a CRM solution. He also provided pointers for refining existing processes and tips to get teams to adopt and follow a new sales process.
Office 365 comes with many new ways to extend Dynamics 365. Ables gave an overview of how companies are using tools like Flow, Power Apps, Forms, Power BI, and SharePoint to extend functionality of Dynamics 365 with “citizen developers.”