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…
Category: Sales
Sales
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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…
Sales
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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…
Model-driven Apps
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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…
Sales
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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…
Sales
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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…
Sales
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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…
Model-driven Apps
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Slow performance on lookup columns with big datasets?
When working with big datasets within a model-driven app, it can be a very frustrating thing, the performance on lookup columns when the dataset is big. Examples of these could be Accounts, Contacts, Products, or other cases, of course, depending on the business you are operating in. When I receive…
Copilot
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Copilot’s new form fill assist toolbar including the support of files
Still in preview, but looks very promising, the form fill assist toolbar, which also allows you to use files now. This is an extension of something that I wrote about before a while back, when the Copilot smart paste feature was introduced (blog here). At this stage, the new toolbar…
Sales
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Activate a previous quote revision, that easy!
You have perhaps faced this in the past, you are working with a client on a quote. Creating multiple revisions that go back and forward, and then the client gives approval on revision 2 😅, which is closed already. Now you likely don’t want to rebuild revision 2 with the…