D365 Configuration: Advanced Lookups – YouTube
D365 Configuration: Advanced Lookups In this video I’m going to discuss advanced lookups in Dynamics 365. There is not a lot of actual configuration you’ll need to do…
Dian Taylor
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Configuration: Advanced Lookups
Last week I came across a new way to configure lookup fields in Dynamics 365 called ‘Advanced Lookup’. This is actually something that needs to be enabled first,…
D365 Sales Accelerator: Adaptive Sequences
In the month of June another feature was added to the Sales Accelerator in Dynamics 365. For those of you who are not aware the Sales Accelerator is…
D365 Sales Accelerator: Adaptive Sequences – YouTube
D365 Sales Accelerator: Adaptive Sequences In this video I will be discussing adaptive sequences which are part of the sales accelerator. Related Article: https://d365goddess.com/adaptive-sequences Other Sales Accelerator Videos:…
Pass customer data from pre-chat survey to Power Virtual Agent
If you are familiar with Power Virtual Agent and Omnichannel, you are probably aware that when these applications are integrated, we can create one or more pre-chat survey…
Pass customer data from pre-chat survey to Power Virtual Agent – YouTube
Pass customer data from pre-chat survey to Power Virtual Agent If you have Power Virtual Agent and Omnichannel for Customer Service integrated, you can use pre-chat survey questions…
Automatic Lead Assignment
I keep coming across more features that are getting enabled as part of 2021 Release Wave 1 and each time another feature is added I feel like I…
Lead Assignment Rules – YouTube
Lead Assignment Rules In this video I will discuss the lead assignment rules that are now in preview! I will show you how to enable this functionality and…
Dynamics 365 Sales: Enhanced Product Experience – YouTube
Dynamics 365 Sales: Enhanced Product Experience In this video I will show you how to turn on the new enhanced experience to add products in Dynamics 365 Sales.…
Enhanced experience to add products
Today is a bit of a milestone for me, because this is my 100th article! Now let’s get on with it! If you are using Dynamics 365 Sales,…