Introduction In my earlier blog post from November 2022, we discussed the Smart Email Validation feature found in Dynamics 365 Sales and its advantages for managing leads effectively by identifying invalid email entries. This feature played a crucial role in making sure that email communications successfully reach their designated recipients, thereby enhancing engagement and the… Read More »
The Queue Items control is another addition to the new PCF controls available for Customer Service. This feature allows users to see related queue item details directly within the case, without needing to open them by clicking a button. It makes it much easier to quickly check which queue the case is in and who… Read More »
As a support agent, I engage with customers and address their concerns. In an earlier instance, I was handling a case for an organization named “A. Datum Corp. (Sample)” Our system contained records for Curron, Smith, and several other contacts linked to the company. I filled out all the fields and used Smith as the… Read More »
In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, which can result in missing important information. During a recent meeting with a potential client, Alex, our new CRM feature allowed me to take notes and upload documents in real-time—without having to… Read More »
Recently, we received a client requirement to show a button to users who have the Create permission for a specific entity. In the traditional approach, we would use the Ribbon Workbench in XrmToolBox to add buttons and write JavaScript code to check user permissions. While this method works fine, it can be a bit complex… Read More »
In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently. Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead. Now with the new… Read More »
In today’s digital landscape, email remains one of the most powerful tools for brand communication. Whether you’re reaching out to potential customers, engaging with loyal clients, or nurturing leads, your emails serve as a direct reflection of your brand. Therefore, it’s essential to ensure that your email communications are not only consistent but also a… Read More »
Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolutionize this process. The 2024 Wave 2 update introduces a ground-breaking AI-powered account summary feature that provides a comprehensive, 360-degree view of each account. But please note this is a preview feature.… Read More »
Being a salesperson working in an organisation with a huge customer base, things turn out to be a bit more challenging in terms of managing the appointments, open tasks, and other upcoming, overdue activities against the customers. Sometimes, this is likely to end up leading to missed deadlines and disappointed customers, as managing the activities… Read More »
Microsoft Dynamics 365 continues to provide users with exciting features to streamline their business processes. One of the existing features in the upcoming 2024 release wave 2 is the enhanced Grouping and Aggregation capabilities in views and subgrids. These will help users to have more control over their data, making it easier to analyze and… Read More »