Category: Microsoft Teams
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
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
