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 »