Dynamics 365 Customer Engagement
Post an Adaptive Card to a Teams Channel on Opportunity Win – YouTube
Post an Adaptive Card to a Teams Channel on Opportunity Win In this video I will show you how to create an adaptive card…
Tag: Opportunity
Dynamics 365 Customer Engagement
Add Multiple Product Items On Opportunity at One Go by using the Enhanced add product experience
Recently, one of our clients requested a feature for their salespeople to smartly add multiple products on Opportunities at one go (using the web…
Dynamics 365 Customer Engagement
Add multiple Opportunity Products at once in Dynamics 365 Sales | Enhanced Experience [Preview]
Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add…
Dynamics 365 Customer Engagement
Set Opportunity probability with Business Rules
As you might have noticed the opportunity entity has an out of the box field related to it that’s called ‘Probability’. This represents the…
Dynamics 365 Customer Engagement
Set Opportunity probability with Business Rules – YouTube
Set Opportunity probability with Business Rules In this video I will demonstrate how to use business rules to automatically set the priority fields on…