In this easy-to-follow tutorial, we’ll show you step-by-step how to convert an Opportunity into a Work Order in Microsoft Dynamics 365 Field Service. Whether you’re new to the platform or
In this easy-to-follow tutorial, we’ll show you step-by-step how to convert an Opportunity into a Work Order in Microsoft Dynamics 365 Field Service. Whether you’re new to the platform or
Sales Copilot can generate a quick summary of a lead and opportunity record, based on the fields defined in a view. To enable Sales Copilot, navigate to Sales Hub >>
Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login. We can use the prompt catchup with
Initially, I was just going to explore some possibilities with Custom Pages, but decided to make a solution out of it instead. This way you can just download the solution
Here’s how you can add Custom Fields to the Opportunity Close form in Dynamics 365 Sales Hub. Continue Reading priyeshwagh777’s Article on their blog Adding custom fields to Opportunity Close