How do sellers work in Dynamics 365 with Outlook and Teams?

Required tools

• App for Outlook — Installed and tested.
• Teams — With Dynamics 365 integration enabled.

Morning routine

1. 1.Start in the worklist, not the inbox

   Start by opening today’s prioritized list in Dynamics 365. That way, your priorities guide your day, rather than the latest email.

2. 2.Track emails as you read them

   Use Specify regarding while you are processing the email, not as a cleanup task at the end of the day. It takes two seconds then and there, and twenty minutes later.

Throughout the day

1. 3.Call from the listing

   If you call from Dynamics 365 or Teams with the call linked to the record, the call is logged automatically. It’s the easiest way to register it — it happens by itself.

2. 4.Write the meeting notes in the CRM, not in a notebook

   A brief summary of the sales opportunity right after the meeting is more valuable than a lengthy note no one can find. Three sentences are enough: what was said, what was agreed, and what happens next.

3. 5.Update the sales opportunity when something changes

   New close date, changed value, new decision-maker. This is what the forecast is based on, and this is where the numbers become unreliable if the update is postponed.

Weekly routine

1. 6.Review agreements with a past date

   Fifteen minutes a week spent on stale sales opportunities keeps the pipeline honest. This is the single most important habit for forecast quality.