Introduction In Dynamics 365 2021 release wave2, you will notice there are many enhancements added under the Sales Accelerator. One of which I came across is the new filtering capability added to the sequence grid. Sequences feature in the Sales Accelerator helps the sales manager to define consecutive actions that sellers need to follow while… Read More »
In our earlier blog we talked about the new modern advanced find experience. As a part of modernization exercise we lost the button. Here we discuss what they gave us – Ability to choose the views that you see in the View selector. And that’s a huge one. With the modern advanced find experience enabled,… Read More »
Introduction Microsoft keeps introducing new enhancements from time to time. One such welcoming enhancement would be the Rich Text Editor. Earlier we noticed the introduction of Rich Text Editor in the Email body but recently we noticed that it is also available in the Description field of the Appointment entity as well. Out of curiosity… Read More »
Passing information to the right parties within the organization manually or through disconnected electronic means has traditionally caused process inefficiencies. Early generations of software to address this challenge were expensive, complex, ineffective, or they suffered from some combination of these problems. But the latest generation of solutions make it quite easy to keep everyone in… Read More »
Introduction: This is a very useful feature for Sales Team to send the same email to more than 1 record at a time. The Bulk Email feature will minimize the time to send the mails. For now, you can select at most 10 records at a time to send the same email. To use this… Read More »
Introduction: The Sales Accelerator in Dynamics 365 CE provides a digital selling customized experience to the sales team. Using this feature, sales team can prioritize customer lists and create worklists that help in making every communication successful. Recently when I was setting up “Sales Accelerator” in Dynamics 365 CE 2021 wave2 version, I came across… Read More »
Sales performance has always been one of the deciding factor for measuring success of business organizations. And sales comes from pursuing leads. But only a fraction of leads are converted to sales. This is mainly because of one of the two factors – response time (how quickly you respond to leads) and nature of response… Read More »
Introduction: In this blog, we have explained how to configure the Choices column in Power Apps Portal and how to retrieve the selected options from the same. This latest feature will help us to display the Choices column i.e. Multi-Select Option fields on Basic Forms. To configure this feature in Power Apps Portal, we need… Read More »
Introduction: In Dynamics 365 CRM, plugin is the most useful component to implement custom business logic. Plugin is the most used feature of Dynamics 365 CRM. Recently, a client requested us to add their functional requirement in Dynamics 365 CRM, so we developed a plugin to fulfill these requirements. But when we tried to register… Read More »
Introduction: In Dynamics 365 2021 release wave 2, when I was exploring “Sales Accelerator” feature, I came across another newly introduced feature “Segments”. Previously, if you activate the “Sequence” for the “Sales Accelerator” and you want that sequence to work on a particular set of records, then first you have to manually connect the records… Read More »