DYNAMICS 365 SALES TIPS Here’s what you’ll take away: Why D365 charts usually split data by fields like rating or topic How to group by a field with only one
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DYNAMICS 365 SALES TIPS See how to drill down in Dynamics 365 charts for richer insights Learn how to Click into chart segments to explore the data behind them Drill
DYNAMICS 365 SALES TIPS See how to use the charting features in Dynamics Learn how to How to find and edit existing charts Turn any view (opportunities, quotes, orders –
DYNAMICS 365 SALES TIPS See the full picture of your customer interactions, all in one place. Why it’s important to set activities (calls, tasks, emails, appointments) against the right records
DYNAMICS 365 SALES TIPS How to find records in Dynamics 365 using the global search bar. See how the results are grouped and how you can filter them down further
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