Category Archives: Sales

How to Use a Kanban Board in Dynamics 365 CRM to Visualize Opportunities and Manage Workflows

A sales pipeline rarely stands still. Some opportunities are newly qualified, others are waiting for proposals, and some are approaching closure. While Dynamics 365 CRM stores the details, reviewing individual records or traditional grid views can make it harder to understand the overall pipeline. A Kanban view in Dynamics 365 provides a visual way to… Read More: How to Use a Kanban Board in Dynamics 365 CRM… »

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: Group Opportunities for better analysis by aggregating the numeric fields… »

Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM

Efficient sales processes are key for any successful business. The Predictive forecasting feature which is available in Microsoft Dynamics 365 Sales Insights, enables proactive decision-making for any aspect of the sales process. Recently when I was exploring Predictive forecasting I came across the new setup available for configuring the Trend and Flow chart. In the previous… Read More: Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics… »

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

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: Enhancements in Sales Accelerator using Segments »

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: Advanced Scheduling in Dynamics 365 Sales Forecasting »

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: Enhanced configuration steps in Dynamics 365 Sales Forecasting »

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: Daily, Weekly, Monthly or Annually – Schedule and Automate Bills… »

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: How to use Sales Accelerator (Preview) feature in Dynamics 365… »