Tag: cards
Intelligent Suggestions in Dynamics 365 Sales
During 2023 Release Wave 1 the feature called ‘Provide intelligent suggestions to improve seller effectiveness’ was announced. I have to say the description of this feature was a little vague and blurry (just like the related screenshots), but my understanding of the functionality was, that the system / artificial intelligence will automatically create suggestions in the system related to sales records, like leads, opportunities, accounts, etc.These suggestions will then showRead 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
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
