Category: D365 Sales
Dynamics 365 Sales: Product Forecasting – Part 2
Last week I wrote part 1 of my series on the product forecasting capabilities in Dynamics 365 Sales, and if you haven’t read that article yet, you can do that here. Since the article became a bit long I decided to split it up into two different parts. In part 1 I started talking about the configuration of a forecast, so I am picking up where I left off inRead More
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
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
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
Dynamics 365: 2022 Release notes for wave 2 are here!
Earlier today Microsoft published the release notes for the 2022 Release wave 2! I always tell people to keep in mind that this is a living document, meaning that these updates are not set in stone. Microsoft is continuously updating the release notes by changing, adding and even removing functionality from the plan. This is also one of the reasons I will not post any preview or GA dates here.Read More
Enhanced experience using email templates
In my last article I wrote about the new experience for creating email templates, and this week I am going to cover the enhanced experience end-users will have when adding an email template to an email message in Dynamics 365. This feature is also part of 2022 Release Wave 1 and has been generally available since April 1st of this year. It’s interesting to note that this feature is showingRead More
Interact with Dynamics 365 records in Teams Chat(Preview)
I feel like I’ve been repeating myself, since this is yet another article where I talk about additional functionality in the Microsoft Teams and Dynamics 365 integration. As a recap, previously I wrote two articles on the embedded Teams chat in Dynamics 365 which allows users to access Microsoft Teams chat from the Dynamics 365 application (if you haven’t read the articles yet you can do so here and here),Read More
