Tag: Dynamics 365 Sales
2024 Wave 1 Release Notes: Dynamics 365 Sales
Microsoft has done it again! They’ve unleashed a fresh wave of awesomeness with the 2024 wave 1 release notes that were published an hour and a half ago! I will be writing another series of articles about the 2024 wave 1 for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! You probably noticed that I am usually publishing on Tuesdays, but I couldn’t wait toRead More
Smart Org Chart (preview)
Most people who have worked with Dynamics 365 Sales before probably know about the org chart capabilities in the application. If you’re not familiar, the name already explains it. We can show the organizational structure of an organization as an org chart, by moving the related account contacts around which visualizes the hierarchy of all the people related to an account in Dynamics 365. The smart org chart feature completelyRead More
Viva Sales: Administrator Settings
I wrote two articles about Viva Sales back in August of last year, when it first became available in preview. If you haven’t read those articles, you can read part 1 here and part 2 here. Viva Sales has been generally available since October of 2022. Since the release, there have been some enhancements to Viva Sales. Last week I wrote an article about the new suggested email replies capabilities,Read More
2023 Release Wave 1: D365 Sales Release Notes | Part 2
Last week I published part 1 of my series on 2023 Release Wave 1. There are so many features and updates for Dynamics 365 Sales alone, which is why I decided to split the article for D365 Sales into two parts. If you haven’t read the previous article, you can do that here. Last week I dove into the documentation and decided to do read through of all the featuresRead More
2023 Release Wave 1: D365 Sales Release Notes | Part 1
It’s that time of year again! On January 25, 2023 the release notes for 2023 Release Wave 1 were published! I dove into the documentation and decided to do read through of all the features to (hopefully) give you a better understanding of what’s coming in this wave. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at someRead More
Interact with Dynamics 365 records in Teams Chat(Preview)
I feel like I’ve been repeating myself, since this is yet another article where I talk about additional functionality in the Microsoft Teams and Dynamics 365 integration. As a recap, previously I wrote two articles on the embedded Teams chat in Dynamics 365 which allows users to access Microsoft Teams chat from the Dynamics 365 application (if you haven’t read the articles yet you can do so here and here),Read More
Duplicate Detection for Leads (preview)
I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app. The sitemap item is called ‘Duplicate Detection(preview)’ which is a little confusing since we already have duplicate detection in Dynamics 365. More reason for me to explain what this feature is. This is not replacing the current duplicate detection settings and rules in the application, andRead More
2022 Release Wave 1 | Part 2: D365 Sales
It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1. In this article I am going to discuss some of the most important features that are mentioned in the release notes for Dynamics 365 Sales and what they mean for end-users and administrators of the Dynamics 365 Sales application. I installedRead More
Digital Selling Capabilities in Dynamics 365 Sales Enterprise
A few days ago I noticed a new item on the sitemap in Dynamics 365 Sales when I navigate to the App Settings area in Dynamics 365 Sales Hub. The sitemap item is called ‘Digital Selling’ and takes you to a setup page where you can configure several items related to digital selling. After doing some digging and after reading the 2022 release notes for Dynamics 365 I learned everythingRead More
2021 Release Wave 2 | Part 4: D365 Sales
It’s September and that means that we have the ability to install the early release features of 2021 Release Wave 2 in a sandbox environment for testing! For the folks who are not familiar with Microsoft’s release cadence, Microsoft Power Platform and Customer Engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, Dynamics 365 Project Operations, etc.) deliver two major releases per year which occurRead More
