If you have been working with Dynamics 365 Sales, either as an user or supporting it, chances are you have heard both terms before: Dynamics 365 App for Outlook The Sales Agent (also known as Copilot for Sales) Both are apps…
Cockpit view with the multi-table visual hierarchy
A while back, I posted about the new visual hierarchy that became available (link here). This feature is now extended, which allows you to create your own multi-table visual hierarchy . Personally speaking, I love this feature since it is a great and…