New and planned features for Dynamics 365 Sales in 2021 Release Wave 1

Mcrosoft has announced the new and planned features in Dynamics 365 2021 release wave 1. There are lot of new features announced across all Dynamics 365 streams. let;s have a look at the new features in Dynamics 365 Sales: Collaboration with Microsoft Teams - Enhance the sales collaboration experience within Dynamics 365 Sales through integration…

New Dynamics 365 Sales mobile experience – Whats good and not good about it

Microsoft is launching all new Dynamics 365 Sales mobile app and is in public preview (as on 10th Jan 2021) for testing out. Key Features: The mobile app is optimized for the field seller's most common on-the-go tasks. This means information in Dynamics 365 Sales is always current and field sellers can get things done…

How to launch playbook automatically on record creation in Dynamics 365?

Playbook template allows managers to define set of activities [ limited to Tasks, Phone Calls and Appointment currently] which should be initiated on a specific event [manually as well as automatically]. In the previous post (https://dynatecon.com/2020/08/12/how-play-book-can-be-used-to-stream-line-the-sales-activities-in-dynamics-365/), we talked about how to set up the Playbook functionality and launch the playbook manually. Playbook can also be launched automatically based…

How Play book can be used to stream line the sales activities in Dynamics 365?

To ensure consistency in your business process or to know what steps to follow in certain scenarios or events, rely on the playbooks prepared by your managers that guide you with the actions you can take. Playbooks can also contain best practices based on practices that have worked in similar situations before. Playbook template allows…

Accessing Dynamics 365 App inside Teams: Integration between Dynamics and Teams

Dynamics 365 App can be accessed within Microsoft Teams for enabling better collaboration among the business users. Considering the recent changes in the way businesses work, this feature would really help a lot! How should we enable this? 1. First we need to enable the integration between Dynamics 365 and Teams within Dynamics 365 instance…

Keep your employees engaged and productive by using Gamification – Dynamics 365 Sales

Update: Gamification admin experience now available in Unified Interface as part of 2020 Release Wave 2 Whenever companies implements a brand new CRM system, one of the key concerns is the User Adoption. And without users capturing the data within the new system in terms of capturing the leads, phone calls made, notes, opportunities in…