Скачать или смотреть How to Manage Accounts in Dynamics 365 (Tasks, Planning, Insights)

In this video, you will learn how to manage accounts effectively in Microsoft Dynamics 365.

Whether you’re an Account Manager, Customer Success Manager (CSM), or sales professional, you’ll learn how to take advantage of key Dynamics 365 features to organize your day, plan follow-ups, and grow your accounts strategically.

You’ll learn how to:
• View key account information at a glance
• Analyze opportunities, prospects, and revenue history
• Plan tasks consistently to stay on top of follow-ups
• Use recurring tasks to structure your workload
• Prioritize accounts based on responsiveness and engagement
• Track satisfaction and next steps directly in the CRM
• Automate repetitive work using Sales Accelerator sequences
• Build scalable, repeatable account management processes

You’ll also see examples of customizations created by Gestisoft to help teams get more visibility and work more efficiently inside Dynamics 365.

🔗 Useful Resources
• Learn more about Dynamics 365 Sales: https://www.gestisoft.com/en/dynamics...
• Talk to a Gestisoft expert: https://www.gestisoft.com/en/contact
• More Dynamics 365 tutorials:    / @gestisoft