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Two Days Lost to Annual Planning? That's a Dynamics 365 Problem, Not a Sales Problem

Every fall, sales teams across manufacturing and distribution get pulled together to plan next year. And in a lot of Dynamics 365 shops, that ...

Field Sales Nightmares Haunting Your Reps & the Dynamics 365 App That Exorcises Them

Every industry has its ghost stories. In field sales and service, they don’t involve haunted houses. Instead, they have haunted territor...

Beyond Lead Handoffs: Connecting Sales Activity to Marketing Automation in Dynamics 365

For many organizations using Microsoft Dynamics 365, connecting sales and marketing starts with making sure both teams have access to the same...

Hide a Subgrid Button Based on Parent Record State

Introduction In Model driven apps, we sometimes need to show or hide a button on a subgrid based on the status of the parent record. For examp...

Running Your Custom Agent Inside Microsoft Teams

This is the last surface on the map. Blog Lab Agent already runs inside Dynamics 365 and Microsoft 365 Copilot; today it joins a plain Teams c...

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 closu...