Dynamics 365 Customer Engagement
Using The Pipeline View To Manage Your Opportunities
If you’ve only read my content for the past few years, you might be forgiven for thinking that the ‘only thing’ I work on…
Tag: Opportunities
Dynamics 365 Customer Engagement
Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)
Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we…
Dynamics 365 Customer Engagement
Receive a weekly summary email of new D365 Opportunities using Power Automate
Have you or any of your customers ever had the need to schedule the automatic sending of emails? In this article I am going…
Power Automate
Kanban view for Opportunities : D365 2020 release wave 1
As part of Dynamics 365 2020 wave 1 release, We can have a Kanban view on opportunities. We have early access to this feature…
Dynamics 365 Customer Engagement
Canvas Apps 013: Using Collections. Closing Opportunities Part 4 – Lost
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the…