Meeting Notes accelerator for Dynamics 365 Sales

Meeting Notes accelerator for Microsoft Dynamics 365 Customer Engagement brochure thumbnail

Companies lacking administrative processes surrounding client interactions and meetings, face challenges such as lack of follow up, duplication of effort, loss of information and lack of sharing of key information across the company.

The Meeting Notes accelerator helps by reflecting commercial client interactions directly within your Microsoft Dynamics 365 Sales app.

Meeting Notes accelerator stores all the relevant information, including when the communication with a client happened, who was involved, a brief summary, what was the proposed solution and what are the next actions to be taken, ensuring that information is kept and shared across the business.

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