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Dian Taylor

479 Posts
138,047 Views
Dynamics 365 Customer Engagement

Customer Service Admin Center App: Quick Setups

I wrote a high level overview on this app in early March as part of my series on 2022 Release Wave 1, at which time this app was…

📅 12 April 2022 👁 415 views
Dynamics 365 Customer Engagement

Power Automate: Copy and paste image field in D365

In this article I am going to discuss how you can copy the data inside an image field from one record to the image field of another record.…

📅 5 April 2022 👁 319 views
Dynamics 365 Customer Engagement

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…

📅 29 March 2022 👁 395 views
Dynamics 365 Customer Engagement

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…

📅 22 March 2022 👁 326 views
Video

Preview-Sequence Reporting and Sales Usage Reports – YouTube

Preview-Sequence Reporting and Sales Usage Reports In this video I will share a few new embedded PowerBI reports for Dynamics 365 Sales. Related Article: https://d365goddess.com/new-sales-reports-in-dynamics-365-sales Blog: https://D365Goddess.com Twitter:…

📅 22 March 2022 👁 153 views
Dynamics 365 Customer Engagement

Duplicate Detection for Leads (preview)

I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app. The sitemap item is…

📅 15 March 2022 👁 380 views