DYNAMICS 365 SALES TIPS – Merging Contacts, Accounts or Leads Here’s what you’ll learn How to spot duplicates that slip past detection rules How to merge records safely and choose
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DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to use quick create to add new records from anywhere in the system How daisy chaining lets you create related records
DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to log calls against the right record (contact / account) How to use the Convert To feature to create an opportunity
DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to build a pipeline report using estimated revenue and close dates How to show count of opportunities and total value on
DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to include fields from related tables (like account or contact) in your charts How to filter and group by fields that
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