Roadmap: Dynamics 365 Wave 2 2022 Release (Sales, Marketing, Customer Service)

Architecting Scalable Business Logic in Dynamics CRM Using Plugin Life Cycle

Dynamics CRM Plugin Life Cycle: Optimizing for Scalability means designing plugins in a way that keeps the system fast, stable, and easy to ma...

Dynamics 365 Customer Service – Configure timeout rules override in SLA-based automatic actions

We are announcing the ability to configure timeout rules override in SLA-based automatic actions in Dynamics 365 Customer Service. This featur...

We need to talk about... Dynamics 365 Sales... Release Wave 2 for 2025

Next in my blog, I will launch a series on the changes we can expect to see as part of Release Wave 2 for 2025. Microsoft’s 2025 Release Wave ...

Dynamics 365 Customer Service – Quality Evaluation Agent

We are announcing the Quality Evaluation Agent in Dynamics 365 Customer Service. This feature reached general availability on November 14, 202...

EY redefines CRM with Dynamics 365 Sales and Sales Agent in Microsoft 365 Copilot

Fixed – “Action cannot be performed. This quote is not owned by Dynamics 365 Sales” in Dataverse / Dynamics 365

Recently, while working with Quotes in Dynamics 365 Sales integrated with Supply Chain Management (SCM) through Dual-write, we encountered an ...

Dynamics 365 Sales – Enhance customer interactions with auto-linked CRM data

We are announcing the ability to enhance customer interactions with auto-linked CRM data in Dynamics 365 Sales. How does this affect me? With ...

Dynamics 365 Customer Service – Tag email templates with line-of-business

We are announcing the ability for admins to add line-of-business (LOB) tags, customize views, and perform bulk actions on email templates in D...

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...

Dynamics 365 Customer Service – Configure quality evaluation with quality evaluation agent

We are announcing the ability to configure quality evaluation framework with Quality Evaluation Agent in Dynamics 365 Customer Service. This f...