Dynamics 365 CRM, Dynamics 365 Marketing Emily Johnson Dynamics 365 CRM, Dynamics 365 Marketing Emily Johnson

Exploring the Sales Process in Dynamics 365, part 4: Dashboards 

Within Dynamics 365, it’s easier than you may think to create a dashboard yourself, and it’s a process that can be repeated multiple times over to ensure that you have the right data visualization for specific needs or user roles—for instance you can create a salesperson dashboard to show salespeople their open leads and opportunities and where they are in the pipeline, and you can create a sales manager dashboard to help managers see what their team has on their plates).

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Dynamics 365 CRM, Dynamics 365 Marketing Travis Steinke Dynamics 365 CRM, Dynamics 365 Marketing Travis Steinke

Tracking online behavior with Dynamics 365 Marketing

Monitoring online behavior associated with a website, social media pages, and landing pages is essential for marketers. Tracking this behavior can give insight into what messaging your audience is connecting with and how they are accessing it. Dynamics 365 Marketing gives marketers the tools needed to track their audience and learn more about what content they connect with.

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