What does the Copy Opportunity feature do? yeah I was surprise when I received the question when doing a demo recently about the sales process and talking about opportunities. But the button was there and I did not see it before. The new copy opportunity feature is a preview feature…
Category: Sales
Agents
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Dynamics 365 App for Outlook vs the Sales Agent – What’s the Difference?
If you have been working with Dynamics 365 Sales, either as an user or supporting it, chances are you have heard both terms before: Both are apps you can use within your Outlook and both are connected to your Dynamics 365, and yet they are not a like for like….
Sales
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From Stage Changes to Strategic Insights: Auditing Business Process Flow Movements
You probably recognize this: when using a Business Process Flow, the standard functionality allows you to see how many minutes/hours days the process is active. Have you ever thought about auditing Business Process Flow movements? When you have a business process flow that aligns with your process, when auditing business…
Agents
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My first Agent: Product Advisory Agent using Generative AI.
It was on my list for a long time, building my first agent with Copilot Studio, and the first use case I have built is my first Product Advisory Agent using generative AI to give recommendations about padel rackets for Padel Vamos. Not complex, but a nice use case to…
Sales
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Improve your lead data using the enhanced lead duplicate detection feature
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…
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…