Tips, tricks and ideas for non developer geeks
When I first started my website back in 2017, everything I wrote was about Microsoft CRM, which became Dynamics 365 Customer Engagement, which is on the Common Data Service, which is tied the Power Platform. This category is kind of a fall back for most of the posts, so you’ll find all kinds of things in here!
Back in 2022 I wrote a post on how to manage accounts and contacts using Power Automate. Each time a new Contact is created the flow would use the email address to check and see if a related Account record already existed in Dataverse (D365) and link it directly to the record. If not, it … Continue reading Update Company Information On Accounts In Dataverse Using Data8
All of the posts in this series about Sales Accelerator and Sales Sequences have focused on the Sales Hub app so far. That’s great if that’s what you are using, but what about organisations with custom forms or a custom model-driven app? Don’t worry, we can add components that users can take advantage of in … Continue reading Add Sales Sequence ‘Up Next’ Section To D365 Form
As you start to use the Sales Sequence functionality in the D365 Sales Accelerator, you might find you have a lot of information that really use a quick and easy way to sort and categorise things. This is where tags can come in to help you filter and find them in a list a little … Continue reading Creating Sales Sequence Tags in Dynamics 365
Once you really start to use the Sales Accelerator functionality in Dynamics 365 and your users have work items (activities) they need to work through, there might be a LOT for them to review. As an Administrator, one way you can make things a little easier is to set up and customise filters & sort … Continue reading Creating New Filters & Sort Options For Sales Sequence Work Items In Dynamics 365
The release notes for Dynamics 365 Wave 2 2025 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 2 2025 Customer Insights Journey Chat With Amey Holden
Don’t use the Dynamics 365 Sales Accelerator functionality WITHOUT setting up your assignment rules for Leads and Opportunities. Right? A bit silly not to take full advantage of the functionality. First make sure you’ve gone through all of the work assignment settings and added in your seller logic to determine which sellers can have records … Continue reading Creating Dynamics 365 Sales Assignment Rules
Assignment Rules can be set up to auto assign Leads and Opportunities to the most appropriate person within your organisation. This could be based on languages they speak, territories they work within, or knowledge of products they might have. You also may only want to consider people with a specific security role to be eligible … Continue reading Work Assignment Settings For Sales Accelerator Assignment Rules
If you’ve set up the Sales Accelerator in Dynamics 365 (with all the right settings and customised your work item appearance), you might be ready to create your first sequence. This post is for you. We’ve got other settings and changes we can make to truly get the most from it, but I know people … Continue reading Creating A Sales Sequence In Dynamics 365
A key part of the set up for using Sales Sequences as part of the Sales Accelerator functionality in Dynamics 365 is making sure your records can fall in to those sequences automatically. Doing this means your new processes and guidance for sellers can be automated without the need to manually add Leads/Contacts etc. in … Continue reading Defining Segments To Use With D365 Sales Sequences
I’ve started writing about the Sales Accelerator that can be used in Dynamics 365 in the Sales Hub (can also add to other apps with some aspects). In the first post I walked through some of the main settings to get things up and running. In this post I am looking at how to customise … Continue reading Customise The Work Item Appearance For Sales Accelerator
