kia shaw
New member
Hey everyone,
I’m new to Dynamics 365 Sales and need some help setting up a sales process that fits my team’s workflow. I want to customize the stages, fields, and actions to align with our unique sales cycle. A colleague suggested I check out DynamicSmartz for their expertise in tailoring Dynamics 365 solutions.
If anyone has worked with them or has tips on how to streamline the setup, I’d love to hear your thoughts! Looking forward to building a more efficient sales process with the right tools and guidance.
I’m new to Dynamics 365 Sales and need some help setting up a sales process that fits my team’s workflow. I want to customize the stages, fields, and actions to align with our unique sales cycle. A colleague suggested I check out DynamicSmartz for their expertise in tailoring Dynamics 365 solutions.
If anyone has worked with them or has tips on how to streamline the setup, I’d love to hear your thoughts! Looking forward to building a more efficient sales process with the right tools and guidance.