Category: D365 Sales
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
Create Custom D365 Assistant Cards
I have received several requests to write an article about how we can utilize Power Automate to automatically create custom cards that will be shown in the Dynamics 365 Assistant. If you are not familiar with the Dynamics 365 Assistant let me tell you about it, as I feel it’s a great tool. The assistant used to be called the relationship assistant and is part of Dynamics 365 Sales Insights.Read More
Receive a weekly summary email of new D365 Opportunities using Power Automate
Have you or any of your customers ever had the need to schedule the automatic sending of emails? In this article I am going to discuss how we can user Power Automate to send out emails on a scheduled basis with information about Dynamics 365 records. This could be very handy in many scenarios, think about sending employees a list of their timesheets for the past week, or sending thisRead More
Using Power Virtual Agent in Dynamics 365 Sales
How great would it be if Dynamics 365 users would have access to a chat bot directly from a form in Dynamics 365? Think about a sales person that is working on an opportunity in Dynamics 365, and he or she has some questions that he/she wants answered while working on the opportunity, without having to navigate all over Dynamics 365? How great would it be if we could loadRead More
