Data quality is probably one of the biggest issues that companies are struggling with. The enhanced lead duplicate detection feature is something you should definitely look into in order to get better data quality. Most people are familiar with the traditional duplication rule that you can set up as an…
Cockpit view with the multi-table visual hierarchy
A while back, I posted about the new visual hierarchy that became available (link here). This feature is now extended, which allows you to create your own multi-table visual hierarchy 😍. Personally speaking, I love this feature since it is a great and organized visual representation of the data. In…
Absolutely amazing, the highlights of 2025, and what does 2026 bring…
It is the time of the year again when we get closer to the Holidays and then take the time to reflect and look back at the highlights of 2025, and again, what a year it has been. I kicked the year off with a lunch with Daniel Laskewitz in…
Make Sales Fun again, How to configure your own Gamification
Making sales fun again and driving adoption, that was, in essence, what the gamification module was all about. Some of you can perhaps still remember the classic gamification module. Now it is time to configure your own gamification via some simple customizations. In this blog, I would like to demonstrate…
Smarter Navigation in Model-Driven Apps: Balancing Personalization and Control
When building a model-driven app, the menus can grow rapidly because lots of menu items are being added. Smarter navigation in model-driven apps can help tailor this by making it more “personal”. For most of these, you can decide in which Area or Section you want to add these, but…
Your flow has a new trigger URL but does not trigger?
Probably lots of people have received emails over the last couple of months about a flow has a new trigger URL. The deadline for sorting this out is November 30th. Microsoft has made changes to the way HTTP trigger URLs work. According to the Questions section on Microsoft Learn, someone…
Adding Goals in bulk, simple and easy!
In my previous blog post, I wrote about goal management in general (link to article here). The post explains how goal management works and how to configure it yourself. Adding goals in bulk is one of the gaps I noticed while I was looking into this feature. Yes, there is…
Track your sales goals using Goal management
The functionality has existed for a long time already. Goal Management allows you to track your sales goals. When my Dynamics CRM journey started, back in 2015, this feature already existed. I believe it never changed that much over time, and perhaps a bit underestimated if you ask me. When…
The new Visual Hierarchy experience
A while back, I posted something on LinkedIn (URL to post: here) where I shared that the hierarchy control was going to be deprecated soon. The cool thing is that now there is a new Visual Hierarchy experience that looks really nice and has improvements in comparison to the previous…
Monitor your AI Builder activity
A while back, I wrote a blog post about the AI Builder Consumption report that gives insight into which user is consuming credits in which environment, and the hassle of finding out which user is consuming the credits (the blog can be found here). With this feature, you can monitor…