Mar 11, 2025 | Dynamics 365 Optimization, Dynamics 365 Sales, How to, Microsoft Dynamics 365, YouTube
Effectively managing sales opportunities is absolutely crucial for any business using Microsoft Dynamics 365 Sales. Fortunately, Dynamics 365 offers multiple ways to view, track, and manage your opportunities, ensuring that you always have the right insights at the... ![[How To] Track the Last Activity Date in Microsoft Dynamics 365 Sales](https://www.encloud9.com/wp-content/uploads/2025/02/5How-To-Track-the-Last-Activity-Date-in-Microsoft-Dynamics-365-1080x628.png)
Feb 13, 2025 | Dynamics 365 CRM QuickTips, Dynamics 365 Optimization, How to, Microsoft Dynamics 365
Keeping track of past and upcoming interactions with prospects, customers, and accounts is essential for effective sales and customer management. However, Microsoft Dynamics 365 does not include a built-in field to monitor the last activity date or the next activity... 
Jan 20, 2025 | Microsoft Dynamics 365
Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power Platform Admin Center or the new Power Platform Environment Settings hub is... 
Jun 14, 2024 | Dynamics 365 Sales, How to, Microsoft Dynamics 365
Microsoft Dynamics 365 Sales is a powerful tool that helps organizations manage customer relationships and streamline sales processes. While its robust features and capabilities can drive sales productivity, individual users can enhance their experience by configuring... 
Jun 12, 2024 | Microsoft Dynamics 365
Dynamics 365 Sales is a powerful platform offering extensive tools to enhance sales processes. Among these tools, Sales Usage Reports are particularly valuable for providing insights into sales performance and operational efficiency. Enabling these reports can help...
