Dynamics 365 Customer Engagement
Sales Sequences
Have you used the Sales Sequences feature of Dynamics 365? I hadn’t until recently, so in this post I will explain the concept. Sales…
Tag: Sequences
Finance & Operations
Import Number Sequences via Data Entity
Overview Number sequences are used to generate readable, unique identifiers for master data records and transaction records. These sequences are normally one of the…
Dynamics 365 Customer Engagement
Episode 54 – Being Told No & D365 Sales Sequences
Is Experience Required? Being Told No – Emily Hacker on Twitter: “4 years ago, when I told my boss I wanted to be an…
Dynamics 365 Customer Engagement
D365 Sales Accelerator: Adaptive Sequences
In the month of June another feature was added to the Sales Accelerator in Dynamics 365. For those of you who are not aware…
Dynamics 365 Customer Engagement
Conditional Unique Auto Number Sequences in Microsoft Dynamics 365 / CRM
A common request for Auto Numbers in Microsoft Dynamics 365 (CDS/CRM) is to have one number field with different formats and unique sequences based…