Dynamics 365 Customer Engagement
Dynamics 365 Opportunity Revenue Forecasting – Creating Monthly Forecasts
In the last post in this series I demonstrated how to create a structure in D365 for Opportunity Revenue Forecasts. In this post we…
Tag: Opportunity
Dynamics 365 Customer Engagement
Dynamics 365 Opportunity Revenue Forecasting with Power Automate – Part 1
A common complaint I hear about Opportunity pipeline management in Dynamics 365 is that it's difficult to use for revenue/income forecasting, as the system…
Dynamics 365 Customer Engagement
Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan
With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity. To configure it, open the Opportunity entity for Customization,…
Dynamics 365 Customer Engagement
Opportunity Products enhancement in Dynamics 365 for Sales – 2020 Release wave 1
With 2020 Release wave 1 we have new features added to the experience of adding opportunity product (product line items) to an opportunity, which…
Dynamics 365 Customer Engagement
Canvas Apps 012: Closing an Opportunity Part 3
Coming from a traditional CRM/Customer Engagement background, I let the user experience in my model-driven apps take care of itself. There is such high…