Category: D365 Sales
Automatic Lead Assignment
I keep coming across more features that are getting enabled as part of 2021 Release Wave 1 and each time another feature is added I feel like I received another birthday present! Microsoft is not sitting still and new features are being added almost constantly! I think this feature is going to be a game changer for a lot of sales organizations. Keep in mind this feature is currently inRead More
Enhanced experience to add products
Today is a bit of a milestone for me, because this is my 100th article! Now let’s get on with it! If you are using Dynamics 365 Sales, then you have noticed that adding products to an opportunity, a quote, an order or an invoice is a bit of a drag. We have to add the products one by one, unless we use the suggestions feature that allows users toRead More
What’s new with the Sales Accelerator
The Sales Accelerator is part of Dynamics 365 Sales and to get access to it you’ll need to have a sales insights license on top of your Dynamics 365 Sales License. This feature went into preview back in April 2020 and has been live for a a while now. I wrote an article about this (preview) feature back in April of 2020 which you can access here, but as youRead More
Post Adaptive Card to a Teams Channel on Opportunity Win
After playing around with adaptive cards a bit this weekend, I have decided that this is actually one of my favorite things to use when posting messages to Microsoft Teams or Outlook! First let me explain what adaptive cards are and how we can use them in different applications. Adaptive cards are built from JSON and that content can then be rendered inside a host application like Microsoft Teams, Outlook,Read More
Microsoft Teams calls in D365 Sales(Preview)
I was pleasantly surprised last week when I noticed a new section when I navigated to the app settings area in Dynamics 365 Sales. I noticed there is now an item on the sitemap under the General Settings section called ‘Teams calls (preview)’. I was very curious what this was so I started to dig a little and found that this setting allows us to embed the Microsoft Teams dialerRead More
Dynamics 365 & LinkedIn Sales Navigator New Features 2021
It’s been a while since I wrote a post on this, but there are some new features with LinkedIn Sales Navigator and Dynamics 365 Sales that are coming, or have already been pushed to your environments. In this article I am not going to cover all the new features in LinkedIn Sales Navigator, I am focusing on the changes related to the integration with Dynamics 365 Sales. Even if thereRead More
Dynamics 365 – 2021 Release Wave 1 | Part 1
It’s that time of year again! It’s February and that means that we are able to get early access to some of the new features and updates in Dynamics 365 and the Power Platform! I will be writing a series of articles on what is new and what is coming in this release. In this article I will be discussing generic features and updates for Dynamics 365 Sales. Just forRead More
New Dynamics 365 Sales mobile experience (Preview)
I am very exited to be able to write another article on a very promising new preview feature! Microsoft is working on a new Mobile app for Dynamics 365 Sales which is now in preview. This app will not only show Dynamics 365 data but will allow users to view data that resides in other applications like exchange/outlook as well! Think about scheduled meetings that are stored in exchange/outlook butRead More
D365 Dialogs functionality using Power Automate: When a record is selected
Most of you probably remember the time when Dialogs was part of Dynamics 365 Processes. When users would run the dialog it allowed for a window to pop up where users could enter data into the dialog. From there the system could perform actions (like workflows and power automate flows do) such as creating a record, updating a record etc.Unfortunately dialogs were deprecated a while ago. What if you neededRead More
Track the last time someone spoke with a lead/contact in Dynamics 365
Today I am going to discuss some functionality which I believe to be very relevant in Dynamics 365. How great would it be if organizations would be able to run a query showing them all the leads or contacts in the system that they have had a conversation with in the past X months? Or maybe a list of leads or contacts that no one has spoken with at all?!Read More
