How to Create Automated Sequences in Microsoft Dynamics CRM | Ep. 10 | Dynamics Deep Dive

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If you’re not using sequences yet, you’re leaving money on the table. This feature is a game-changer. Watch now to see how easy it is to streamline your sales process, stay organized, and ensure nothing falls through the cracks.

In this video, Jason and Peter walk you through the essential steps of building and editing sequences—a powerful tool that automates your follow-ups and keeps your sales pipeline moving. Imagine never missing a follow-up, staying on top of every lead, and having your CRM work for you.

Sequences can transform how you handle leads. From automatically sending emails to updating lead statuses, this feature does the heavy lifting, so you can focus on closing deals. Jason reveals how to create sequences from scratch, add critical steps, and use business process stages to keep your sales flow efficient.

Ready to elevate your sales strategy? Let’s get started!

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