D365 Sales Insights: Notes Analysis

Last week I was working on a demo and adding some sample data into Dynamics 365. To be exact, I wanted to show the ability of using posts in the timeline and users tagging other users with a question or a comment. I tagged one of the fake accounts I have in there (Theresa Testing) and asked if she could help me with an opportunity. After a second I noticed that the text in the posts turned…

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D365 Sales Insights: Notes Analysis

Last week I was working on a demo and adding some sample data into Dynamics 365. To be exact, I wanted to show the ability of using posts in the timeline and users tagging other users with a question or a comment. I tagged one of the fake accounts I have in there (Theresa Testing)…

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