In this episode of Did You Know, David offers some quick tips on how to use automation to maximize the value of your CRM:



Fast Facts on CRM automation

Did you know that CRM is most valuable when you take advantage of its automation capabilities? You can use Microsoft Dynamics 365 for Sales to automate repetitive but important tasks.

People get sick, or get busy, or simply forget, but when you automate a task, it always gets done, and that shows your customers you are consistent and dependable.

And as an added bonus, good automation saves your sales team time that they can use to do what they do best: sell.

Now you know!


Want more on Microsoft Dynamics 365 CRM automation?

Then check out our Microsoft Dynamics 365 for Sales CRM Automation archive! You can browse our growing catalog of CRM automation articles and videos.

Learn best practices that will set you up for success with your automation efforts, and see success stories from some of the other businesses we’ve worked with over the years.


Looking for even more fast CRM facts, tips, and tricks?

Good news! We’ve got plenty more of all three waiting right here for you on Channel Q!

For more fast CRM facts, tips, and tricks, check out our Did You Know? Archive!

Or, to explore all our videos for even more CRM insights, you can browse the complete Channel Q Video Archive!


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The OnTrack Wall of Value is a collection of Microsoft Dynamics 365 add-ons and solutions by QuantaCRM that enhance and augment your Dynamics 365 for Sales system.

Your CRM will be more powerful and more efficient—and so will your team!