Moving the Opportunity Forward by Developing it with Required Information - Dynamics 365 Sales

June 26, 2023
1 min read

 

A very important stage of any Dynamics 365 sales opportunity is “develop.” You want to make sure that you are developing the opportunity with all of the required information so you can take it to the next stage which is usually Proposed (unless it's been customized to something else). This video shows you exactly how to develop an opportunity.

Asif Rehmani

Asif Rehmani

Asif focuses on digital transformation and digital adoption. He has coined the term contextual microlearning and presents this topic in his writing and speaking engagements. Asif advises CIOs and company leaders on how to most efficiently and continuously support and train their knowledge workers.

Over the years, Asif has authored several books and has spoken to Microsoft audiences at conferences and in private settings all around the world.

Asif also runs a company called VisualSP (a Contextual Microlearning Platform) focused on accelerating Microsoft 365 and Dynamics 365 digital adoption and user training.