Tag Archives: Dynamics 365 Sales

Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales

Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new… Read More »

Enhanced configuration steps in Dynamics 365 Sales Forecasting

Introduction Recently when I was exploring the sales forecasting feature of Dynamics 365 sales, I came across many enhancements in Forecast configuration. Previously if you were trying to create any type of forecast (Org, Territory, and Custom) then it was restricted to Opportunity entity only. Now you can observe that there is a flexibility to select… Read More »

How to use Sales Accelerator (Preview) feature in Dynamics 365 CE

Microsoft has included quite a number of new capabilities in Dynamics 365 Wave 2 Release. In this blog, we will focus on one of the features under Sales Insight called Sales Accelerator. The first thing that we would like to emphasize is that please beware that this is preview feature and to use this feature,… Read More »

Notes Analysis from Sales Insights

Introduction Sales Insights is available as an option to configure when Dynamics 365 for Sales is installed. As part of the Dynamics 365 Sales offering, only some of the basic features are available for free. Notes Analysis requires you to have a Sales Insight license. You can enable a free trial of this app though,… Read More »

Avoid Manual Data Entry Challenges in Dynamics 365

Microsoft Dynamics 365 has radically changed the way businesses manage and improve their customer relationships. Adoption of CRM systems has been a huge productivity improvement for an organization’s business process. Even though digital transformation powered by Dynamics 365 has improved the efficiency, productivity, and business processes of organizations, manual data entry remains one of the prime… Read More »