Monthly Archives: December 2019

Enable Territories Out-of-the-box hierarchical relationship

By | December 8, 2019

With Dynamics 365 Customer Engagement Wave 2 release, Microsoft has released very small but useful feature as territories hierarchical view. In case you don’t get this featured enabled by default, follow the steps shown below to enable the same manually. To enable territory hierarchical view, follow the steps Step 1: Open Territory Entity in Classic… Read More »

Custom Sales Insight Cards to guide customers in Dynamics 365 Customer Engagement

By | December 1, 2019

Microsoft as part of continuous improvement of Dynamics 365 Customer Engagement has introduced Studio feature under Sales Insight module which can allow user to configure the Insight Card settings and create new Insight Card as per their need. The Insight Card is designed to deliver the most important and relevant information in relation to what… Read More »