Boost your productivity with personal sequences in Dynamics 365 Sales
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Avoiding Currency Mismatch Errors in Dynamics 365 CE
When working with Dynamics 365 Sales, it’s important to understand how currency behaves across related entities like Opportunity, Quote, Order...
Sales Collaboration: How Sales Teams Work in Dynamics 365 CE
A Sales Team in Microsoft Dynamics 365 Sales represents a group of users who collaborate to manage and close sales opportunities efficiently. ...
Environment Variables vs Configuration Tables vs Hardcoding in Dynamics 365 Customer Engagement (CE)
In Dynamics 365 Customer Engagement (CE), managing configuration values effectively is key to building scalable and maintainable solutions. En...
Understanding the Roles of Salesperson, Sales Team, and Sales Manager in Dynamics 365 Sales
In Dynamics 365 Sales, the concepts of Salesperson, Sales Team, and Sales Manager are essential parts of the sales hierarchy and security mode...
Dynamics 365 Sales – Connect AI agents to sales workflows using Model Context Protocol server – updated date
We are announcing the ability to connect Dynamics 365 Sales to your agents and assistants with the new Model Context Protocol server. This fea...
Functional Analysis of Product Families and Bundles in Dynamics 365 Sales
In Dynamics 365 Sales, Product Families and Product Bundles serve distinct but complementary roles in managing and selling products efficientl...
Dynamics 365 Sales – Reduce competitive risk with tailored insights and talking points from Sales Qualification Agent
We are announcing the ability to proactively mitigate competitive risks with tailored competitor insights and talking points from the Sales Qu...
Dynamics 365 Sales – Improve research relevance by adding custom web sources for the agent
We are announcing the ability to improve research relevance by adding custom web sources for agents in Dynamics 365 Sales. This feature will r...
Dynamics 365 Sales – Streamline data entry with smart paste
We are announcing the ability to streamline data entry with smart paste in Dynamics 365 Sales. This feature will reach general availability on...
Dynamics 365 Sales – Boost pipeline by autonomously researching leads with Sales Qualification Agent
We are announcing the general availability of Sales Qualification Agent in Dynamics 365 Sales, which autonomously researches and engages leads...