Category: D365 Sales
Set Opportunity probability with Business Rules
As you might have noticed the opportunity entity has an out of the box field related to it that’s called ‘Probability’. This represents the opportunity’s probability of getting closed as a won deal. When you drag the field on the opportunity form there is no automatic calculation or anything for the values of this field. Users will have to manually enter a value in the probability field. In this articleRead More
D365 Field Service Inspections – Updates – June 2020
If you weren’t aware, Microsoft released their own version of inspections for field service (for public preview) in April. I wrote an article about it which you can find here. Since inspections came out the team at Microsoft has been busy! More functionality has been added to inspections in the Dynamics 365 Field Service app and I am very excited to discuss some of the new things that were added.Read More
Track Opportunity Sales Stage History
I was building out an environment for a sales demo last week where one of the requirements was that the prospect wanted to only track sales stages for opportunities. They also wanted to be able to track the amount of time an opportunity had been sitting in any particular sales stage. I’ve heard this request before so I had my solution ready, which I will discuss in this article. ThisRead More
Dynamics 365 & LinkedIn Sales Navigator: New Features Q1-2020
I wrote two other articles about Linkedin Sales Navigator and the Dynamics 365 integration, which can be found here (1) and here (2). Several new features were added to LinkedIn Sales Navigator between May 18 – June 15, 2020 which prompted me to write another article. These changes affect both the team edition and enterprise edition licenses. In this article I am going to focus on most of the theRead More
Tracking Opportunity Approvals
Last week I had an interesting requirement for one of my prospects. They wanted to track approvals for opportunity records in Dynamics 365 Sales. You’re probably going to say ‘That’s easy enough, just use Power Automate and create a flow with approvals but it was a tiny bit more complicated than that, which made me think this configuration would make an interesting topic to write about. I learned a lotRead More
Sales Accelerator (Preview)
Today’s article is about Sales Accelerator, which is a preview feature that is starting to roll out this week in the US for Dynamics 365 Sales. This is another feature that will be part of Dynamics 365 Sales Insights. Please keep in mind that preview features are not complete yet, and they are not meant for production use. Microsoft makes preview features available so we can take a look andRead More
D365 Assistant for Teams (Preview)
Most of you have probably heard of the Sales Insights assistant in Dynamics 365 (aka Relationship Assistant) which is part of the free Sales Insights features in Dynamics 365 Sales. The assistant displays action cards through out Dynamics 365 with information about data in Dynamics 365 and Exchange. These action cards give the sales user several different types of insights, for example a reminder about an upcoming meeting or aRead More
Dynamics 365 & LinkedIn Sales Navigator | Part 2
Most of you probably have heard of the integration between Dynamics 365 Sales and LinkedIn Sales Navigator, but don’t exactly know how everything works. Last week I wrote about the technical side of things, how to set some of this stuff up, how to enable some of the features, synchronization, etc. (If you haven’t read that article yet, you can do that here.)In this article I am going to focusRead More
Dynamics 365 & LinkedIn Sales Navigator | Part 1
Most of you probably have heard of the integration between Dynamics 365 Sales and LinkedIn Sales Navigator, but don’t exactly know the details on how everything works, which is why I decided to write 2 articles on the topic. Keep in mind I am not going to cover all the features in Sales Navigator, I am only going to cover what’s available through this integration. Configuration There are two placesRead More
Premium Forecasting
I have written an article about forecasting before which you can read here. Some things have changed since then and there has been some added functionality. So I figured I would write another article discussing some of the enhancements that are now available in Premium Forecasting. Keep in mind that in order to take advantage of these features you need to have a Sales Insights license. The features that areRead More
