Author: Dian Taylor
Dynamics 365 Sales: Product Forecasting – Part 1
If your organization has implemented Dynamics 365 Sales, then you are probably familiar with the forecasting feature that is included in the product. Usually forecasts show data from an org chart or sales rep perspective, meaning you’ll see all the different dollar amounts by forecast bucket by the sales rep that owns the related opportunities in a forecast record. This is called an org chart forecast and is probably whatRead More
Email Validation(preview) in Dynamics 365 Sales
Today I am writing an article about yet another preview feature that you can try out in your sandbox environment today. This feature went into public preview this month (October 2022) and if you don’t see the option in your environment yet, you just need to wait a little longer until it reaches your region. Before showing you what this does, let’s first talk about what exactly it is! SoRead More
2022 Release Wave 2: Timeline Maker Enhancements
There are a few updates to the maker experience when it comes to configuring the timeline on a form as part of 2022 release wave 2. I think it’s important to not only understand some of the added capabilities here, but also to learn how to configure these timeline options, so I decided to write an article about this. I will not only explain the functionality and how the experienceRead More
Enable AI generated conversation summary(preview)
In this article I am going to discuss a feature that is currently in preview. I had a little trouble finding out how this works, which is why I decided to write this article about it. This feature is part of the collaboration between Dynamics 365 Customer Service and Microsoft Teams which utilizes an AI model that uses natural language to summarize a transcript of an active chat conversation fromRead More
Create custom notifications on email opens
You have probably all seen the notifications in Dynamics 365 when a customer or prospect opens an email message. This notification shows in the timeline on the bottom of an email message, but if you don’t check it, you won’t see it! Another place where these notifications can become visible is in the Dynamics 365 assistant…if you set up a notification for this when you created the email in DynamicsRead More
Viva Sales(preview) | Part 2
Last week I posted part one of my articles (you can read it here) about Viva Sales which is in preview today. Microsoft describes Viva Sales as a seller experience application designed to get sellers out of the busy work and in front of customers. Viva Sales will connect to any CRM system and will add detailed insights to customer exchanges and activities that take place through Microsoft (aka Office)Read More
Viva Sales(Preview) | Part 1
I am sure you’ve heard about Viva Sales, which is yet another application developed by Microsoft for sales people! Microsoft describes this application as a seller experience application designed to get sellers out of the busy work and in front of customers. This is actually very exciting because this tool will not just bring together the power of a more connected platform, but this tool will also help sellers becomeRead More
Generic updates in 2022 Release Wave 2
I wanted to take a minute to write an article about some of the more generic updates in the Dynamics 365 applications. For example, I noticed there are some additional changes to the forms in Dynamics 365 model driven apps that were not really mentioned in any of the release notes, so I figured I would write about that as well. Once you install the early access features for 2022Read More
Customize Work List Cards in 2022 Wave 2!
The feature that I am going to discuss in this article is part of the early release features of the upcoming release wave! When I wrote my article on the release notes for 2022 Release Wave 2, I didn’t have access to any of the early release features, which is why I am writing this article now that I do have access. I installed the early release features for DynamicsRead More
Record ownership across business units (Preview)
This is a feature that has been in preview for quite some time now (for those of you who are interested, the preview was announced back in early November of 2021 under the heading of ‘Modernize Business Units’), but I realized I haven’t written an article about this, so I thought now would be a good time to explain what this feature entails. This feature has been requested for quiteRead More
