Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned to me” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the … Continue reading “Use Sales Copilot to see the leads and opportunities…
Continue Reading Nishant Rana’s Article on their blog
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 can use the “What’s newly assigned to me” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the…
Blog Syndicated with Nishant Rana’s Permission
More About This Author
Array
Dyn365CE3 September 2024Fixed – “The relative url contains invalid characters. Please use a different name. Valid relative url names cannot ends with the following strings: .aspx, .ashx, .asmx, .svc , cannot begin or end with a dot, cannot contain consecutive dots and cannot contain any of the following characters: ~ ” # % & * : ? / \ { | }. “ error while creating SharePoint Document Location – Dynamics 365 / Dataverse
Dyn365CE2 September 2024Data Migration of Quote and Quote Product – few key points (Dataverse/Dynamics 365/ SSIS)
Dyn365CE28 August 2024Recent and Pinned options are available now for multi-session app’s sitemap (e.g. Customer Service Workspace)
Dyn365CE28 August 2024Select record quickly inside Lookup control – Model-driven app /Dynamics 365
