Tag: Sales
Copilot for Dynamics 365 Sales(preview)
I’m sure you have all heard of the new Copilot feature that Microsoft announced in March of this year. Essentially, Copilot is an AI-powered productivity tool that uses natural language processing and machine learning to understand users’ requests and provides personalized recommendations, tips, and assistance. This means that users can ask Copilot questions and get instant answers, guidance, and suggestions to help them work more efficiently. Copilot is designed 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
Viva Sales: Suggested Email Replies
I am sure you’ve heard of Viva Sales, which was launched by Microsoft last year in October of 2022. If you haven’t heard of it, it’s definitely time you learned about it! Microsoft Viva Sales is an application that makes selling easier. It works with Microsoft Outlook and Microsoft Teams to automatically record and view information about customers in a customer relationship management (CRM) system (Currently Viva Sales works withRead 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
Customizing the side pane in the Deal Manager Workspace
The Deal Manager Workspace is a feature that was introduced to us in 2021 Wave 1, and is currently in public preview. The Deal Manager Workspace is a work space that sales users can access from within the Sales Hub app in Dynamics 365 Sales. If you want to learn more about the Deal Manager Workspace then take a look at this article that I wrote on the topic. ThereRead More
New Sales Reports in Dynamics 365 Sales
There are a couple of new reports available in Dynamics 365 Sales which I wanted to share with you. The first report has several KPI’s and charts related to sequences in the Sales Accelerator. This report is part of 2021 Release Wave 1 and is currently in preview. It’s scheduled to be generally available later this month. The second report that is available is called ‘Sales usage reports’ which justRead 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
Deal Manager Workspace(preview)
I was lucky to have access to the deal manager workspace private preview a couple of months ago, but since July 2021 this feature, which is part of 2021 Release Wave 1, is in public preview and started to roll out across all the regions! (If you want to see if this is enabled for your region you can check that here, you’re looking for build 9.0.21072, which is comingRead More
