Dynamics 365 Customer Engagement
Duplicate Detection for leads (Preview) – Dynamics 365 Sales
Few key points on the new duplicate detection rules (preview) – This new Duplicate Detection feature is available only for leads. This can be…
Tag: Leads
Dynamics 365 Customer Engagement
Duplicate Detection for Leads (preview)
I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app.…
Dynamics 365 Customer Engagement
Restricting users from creating an account directly but allowing them to qualify leads
Is it possible to restrict user from creating an account but at the same time allowing them to qualify the lead? I tried to…
Dynamics 365 Customer Engagement
Reassign leads on zip codes
Last week I received a very interesting requirement during one of my discovery calls, which I’m sure many of you have heard before or…
Dynamics 365 Customer Engagement
MacGyver Skills: The Software Project Survival Strategy for Technical Leads
If you don’t happen to know about the American TV show back in the 80’s staring Richard Dean Anderson called MacGyver it’s about a…