Dynamics 365 Sales: Product Forecasting – Part 2
Last week I wrote part 1 of my series on the product forecasting capabilities in Dynamics 365 Sales, and if you haven’t read that article yet, you can…
Dian Taylor
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Dynamics 365 Sales: Product Forecasting – Part 1
If your organization has implemented Dynamics 365 Sales, then you are probably familiar with the forecasting feature that is included in the product. Usually forecasts show data from…
Email Validation(preview) in Dynamics 365 Sales
Today I am writing an article about yet another preview feature that you can try out in your sandbox environment today. This feature went into public preview this…
Email Validation(Preview) – YouTube
Email Validation(Preview) In this video I will talk about the new email validation(preview) feature for leads. This functionality can be turned on and will help validate email addresses…
2022 Release Wave 2: Timeline Maker Enhancements
There are a few updates to the maker experience when it comes to configuring the timeline on a form as part of 2022 release wave 2. I think…
2022 Release Wave 2: Timeline Maker Enhancements – YouTube
2022 Release Wave 2: Timeline Maker Enhancements There are a few updates to the maker experience when it comes to configuring the timeline on a form as part…
Enable AI generated conversation summary(preview)
In this article I am going to discuss a feature that is currently in preview. I had a little trouble finding out how this works, which is why…
Enable AI generated conversation summary(preview) – YouTube
Enable AI generated conversation summary(preview) This feature is part of the collaboration between Dynamics 365 Customer Service and Microsoft Teams which utilizes an AI model that uses natural…
Create custom notifications on email opens
You have probably all seen the notifications in Dynamics 365 when a customer or prospect opens an email message. This notification shows in the timeline on the bottom…
Create custom notifications on email opens – YouTube
Create custom notifications on email opens In this video I show you how you can use the XRM toolbox and in particular the In-App Notification builder built by…