08-04-2025
How to Automate Your Sales Process with Dynamics 365 and Copilot: A Step-by-Step Guide
Dive into the world of sales automation with this practical workshop. Learn how to streamline your sales process from lead capture to deal closure using Dynamics 365 Sales integrated with Microsoft Copilot.
This tutorial will walk you through setting up, configuring, and automating key sales activities. Discover how to eliminate manual data entry, minimize mundane tasks, and leverage AI to help close more deals.
Whether you're new to automation or looking to optimize further, this session offers actionable steps to make your sales team more efficient and effective.
Speakers:
Ryan Redmond
Technology Advisor & CX Advocate -->Turning Ideas into Impact
Ryan Redmond, with over 20 years in CRM and business process optimization, has journeyed from the Navy Nuclear Power Program to founding Customer Dynamics and Optrua.
His focus is on efficiency, innovation, and customer-centric solutions in Dynamics CRM, addressing issues like lost leads, poor sales forecasting, and inefficient reporting.
Optrua offers managed CRM services, providing a full team support system to streamline processes, enhance usability, and deliver data-driven insights.
With a BS in Mechanical Engineering and a black belt in Shaolin Kung Fu, Ryan brings discipline and strategic thinking to help small businesses.
Let's connect to turn CRM challenges into advantages, enhancing customer engagement and employee productivity.
Ryan Redmond
Technology Advisor & CX Advocate -->Turning Ideas into Impact
Ryan Redmond, with over 20 years in CRM and business process optimization, has journeyed from the Navy Nuclear Power Program to founding Customer Dynamics and Optrua.
His focus is on efficiency, innovation, and customer-centric solutions in Dynamics CRM, addressing issues like lost leads, poor sales forecasting, and inefficient reporting.
Optrua offers managed CRM services, providing a full team support system to streamline processes, enhance usability, and deliver data-driven insights.
With a BS in Mechanical Engineering and a black belt in Shaolin Kung Fu, Ryan brings discipline and strategic thinking to help small businesses.
Let's connect to turn CRM challenges into advantages, enhancing customer engagement and employee productivity.