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...
Have you ever had the need for someone filling out one of your marketing forms
to populate a date field? Or do you have a hidden field that you want to have
todays date so you know when something happened? This post will show you how you
can popul...
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...
Have you ever wanted just a simple weekly subscriber overview notification to
know how many people are subscribed, with the number of new subscribers, how
many unsubscribed and perhaps the number of new contacts/leads and maybe even
information on...
🎙️ Amey Holden & Megan V. Walker have had their Real-time Chats in the past,
but this time they’re going LIVE! 💬✨ You’ll have the chance to join virtually,
post your comments & questions, and be part of the conversation as we dive into
new month...
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 seller...
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 p...
Ever heard of the Sales Accelerator in Dynamics 365? It’s not new, but I think
it’s a lesser known part of D365, and can often be confused with what you can or
can’t do in Customer Insights – Journeys. It’s a truly powerful tool, but one
that need...
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