Microsoft Dynamics 365 Sales: Latest updates

How to Populate Prefix in AutoNumber fields based on conditions in Dynamics 365 Sales

Maintaining organized and meaningful data is crucial for effective management and analysis. AutoNumber fields are a popular solution for gener...

Improve Sales using D365 CE Sales Accelerator

In this blog, we will review how a Sales Accelerator helps a sales team by Minimizing the time spent searching

Dynamics 365 Business Central: How to copy Links and Notes to Posted Documents (such as from Sales Order to Posted Sales Invoice) – No customization

Hi, Readers.Today I would like to share another mini tip about Business Central, how to copy Links and Notes to Posted Documents (For example,...

Dynamics 365: Mastering Drip Marketing

Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, wo...

How Sales Copilot Works & How To Set It Up

Close sales deals quickly and efficiently with the new generative AI powered Sales Copilot. It provides an intelligent natural language interf...

Using Dynamics 365 Customer Engagement to Create a Great Customer Experience

Microsoft Dynamics 365 Customer Engagement is a cloud-based MRP program for companies looking to improve their customer experience. This solut...

Boost your sales business with smart organization charts

Organization charts enable sellers to better understand their customers' organizational structures and identify key decision-makers. The post ...

Schedule weekly email with quote details and hyperlink | Part 2

In this two-part article series, you'll learn how to set up a Power Automate flow that can help you send a weekly email complete with Dynamics...

Integrating Microsoft Dynamics 365 Sales with Business Central – Lead-to-Cash

If you use Dynamics 365 Sales for customer engagement, you can enjoy seamless integration in the lead-to-cash process by using Business Centra...