You perhaps already saw a few people posting about this and I can imagine why. This is feature that is still in preview, but very promosing when it comes to making grids look more sexy: the new column visuals In order to…
Dynamics 365 App for Outlook vs the Sales Agent
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…
The new Copy Opportunity feature: a blessing or a curse?
What does the Copy Opportunity feature do? yeah I was surprise when I received the question when doing a demo recently about the sales process and talking about opportunities. But the button was there and I did not see it before…