D365 Sales: Product Forecasting 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
D365 Sales: Product Forecasting 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
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 for leads.
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
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 language to
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 Ivan Ficko.