Category Archives: Sales

Sales Accelerator – Dynamics 365 Sales Insight

By | June 5, 2020

During 2020 wave 1 release under continuous product enhancement, Microsoft has also released the public preview of Sales Accelerator as a new feature under Dynamics 365 Sales Insight add-on of D365 Sales module. This is a very useful feature for Sales team as this provides a tailored experience for sellers by minimizing the time they… Read More »

Opportunities in the Kanban view – Dynamics 365 Sales – 2020 Release wave 1

By | February 8, 2020

Microsoft has recently announced the 2020 wave 1 release plan which has Kanban view for opportunities & Activities. Today, lets look at how we can configure the same for Opportunity view of Dynamics 365 Sales Note: This feature is available in the Unified Interface only. This capability is available in Dynamics 365 Sales Enterprise and… Read More »

Contextual Custom Help Panes in Dynamics 365/Power Apps

By | January 12, 2020

Since Microsoft has announced the UCI as default interface for Dynamics 365 Customer Engagement, there was always a question as what will be a replacement of the contextual custom help which was available in Web UI known as Learning Path, but as always Microsoft has answered it well with Custom Help Panes in UCI. Now,… Read More »

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 »

Enhanced Collaboration Experience with Microsoft Teams in Dynamics 365 Customer Engagement

By | November 27, 2019

With Dynamics 365 Customer Engagement Wave 2 release, Microsoft has made their One Microsoft story much stronger with enhanced integration with Microsoft Teams. Earlier version of basic Microsoft Teams integration had limitation of collaborating the Dynamics 365 records within teams where user doesn’t had any option to choose the members who can see this record… Read More »

View Emails as Conversation in timeline

By | November 10, 2019

With Dynamics 365 Customer Engagement Wave 2 release, Microsoft has released a small but a highly demanded feature called “Email as conversation in timeline view”. Many a times during my demonstration of the Dynamics 365 Customer Engagement features this common requirement was asked by customers. With this feature, the sales force & their executives will… Read More »