Category: Dynamics 365 Sales

Dynamics 365 and Power Apps

{Do you know} Collaborate with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.

Hello Everyone, Today I am going to share my thoughts on Collaborae with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales. Let’s get’s started. AI-powered planner tasks can significantly enhance collaboration within sales teams. Here’s how it works: 1. Automated Prompting: The Copilot for Sales bot in Microsoft Teams channels automatically scans…
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{Do you know} Automatically save attachments when saving emails to CRM Microsoft Copilot for sales

Hello Everyone, Today I am going to share my thoughts on automatically save attachments when saving emails to CRM on Microsoft Copilot for Sales. Let’s get’s started. Certainly! When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email. This feature ensures that crucial…
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{How to} Real time tips and suggested answers during Teams meetings in Microsoft Sales Copilot

Hello Everyone, Today  I am going to share my thoughts on real time tips and suggested answers during teams meetings in Microsoft Sales Copilot. Let’s get’s started. The real time sales tips feature in Microsoft Teams is part of Copilot for Sales. Here’s what you need to know. 1. Purpose:  During virtual Teams meetings, Copilot…
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{How to) Set custom home page on Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show how to enable default tab for Home Page on Model Driven App. Let’s get’s started. Normally when you login into Model Driven App like Customer Service App or Sales App etc.. Dashboard is displayed. But if we want to display change settings – how do you do…
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{How to} Get real time tips and suggested answers during Teams meetings on Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts on the real time tips and suggested answers during Teams meetings on Dynamics 365 Sales. Let’s get’s started. Yes being surprised  by a question or an unfamiliar competitor mention during a sales call can be a jarring and unsettling experience. This unexpected situation often causes…
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{How to} Allow sellers to track performance with out of box forecasting in Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts about to allow sellers to track performance with out of box forecasting on Dynamics 365 Sales. Let’s get’s started. The out of box forecast solution is streamlined and accessible for all users. This capability enables you to: Enhance sales performance with the readily available forecast.…
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How to restrict deletion of Address Records in Dynamics 365 Apps

Hello Everyone, Today I am going to show how to restrict the users from deleting the Address records in Dynamics 365 Apps. Let’s get’s started. There will be situations where users can bulk delete the records from UI, in order to  restrict the users from deleting the Address records, we can turn OFF the Deletion…
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{How to} Enable record ownership across Business Units in Dynamics 365

Hello Everyone, Today I am going to show how to enable record ownership across Business Units in Dynamics 365. Let’s get’s started. Normally User A from Business Unit A with Role Y – All contacts of the Business Unit A. User B from Business unit B with Role Y – access – All contacts of…
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{How to} Turn on release feature to monthly channel for Power Platform environments

Hello Everyone, Today I am going to show how to turn on the monthly channel(preview feature) for model driven app. Let’s get’s started. Login into www.make.powerapps.com Click on the Apps and Open the Dynamics 365 Customer Service Hub and then settings. So model  driven apps running in Power Platform environments with the app release channel value…
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{How to} Use the Power Platform Settings app

Hello Everyone, Today I am going to share my thoughts on the preview feature use of power platform environment settings app. Let’s get’s started. Certainly! The Power Platform Environment Settings app is a powerful tool that replaces the legacy web client experience. It provides a modern, performant, accessible, secure and extensible settings management experience for…
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