Category Archives: Sales

Configuring Sales Acceleration Reporting (PREVIEW) Feature in Dynamics 365 CE

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 »

Enhancements in Sales Accelerator using Segments

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 »

Advanced Scheduling in Dynamics 365 Sales Forecasting

Introduction Sales forecasting has introduced few interesting features and one of them is Advanced Scheduling. Previously while configuring the forecast there was only a scheduling option available in the general tab of sales forecast, but now there is flexibility to configure the scheduling as per the calendar format that organizations use. For example: If you… Read More »

Daily, Weekly, Monthly or Annually – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power Apps with Recurring Billing Manager!

Do you find it hard to manage multiple billings in Dynamics 365 CRM? Do you find it tedious to keep track of overdue payments? Don’t look further! Recurring Billing Manager – our popular billing app for Dynamics 365 CRM/Power Apps is just what you need! With a new name, new look and a very user-friendly… 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 »

New SharePoint Security Sync feature to add eSignature in your Dynamics 365 CRM documents using DocuSign – Close Deals Faster in a compliant and secure way!

In our last blog, you were reacquainted with the exclusive features of SharePoint Security Sync – a comprehensive solution integrating SharePoint with Dynamics 365 CRM/Power Apps for document/attachment management – which is also a Preferred App on Microsoft AppSource.  Now, to make it more appealing for our Dynamics 365 CRM friends, we are introducing a… 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 »

Find Who Cloned Product In Microsoft Dynamics 365 CRM?

Introduction Microsoft Dynamics 365 is a treasure box which includes Sales, Service, Settings and so on. In this blog, we are going to explorer one of the valuable piece in this treasure box which named as Product. So this is something about the OOB “CLONE” button on Product entity, which ease our job by making… Read More »