How to Use Competitor Records in Dynamics 365
In Dynamics 365 CRM, we are all familiar with the core sales entities such as Lead, Account, Contact, and Opportunity. However, one often overlooked but valuable entity is the Competitor record. The Dynamics 365 Competitor record plays a crucial role in tracking...
How To Use the Dataverse Recycle Bin in Dynamics 365
Accidental deletions are an inevitable part of managing data, and Power Platform finally provides a robust solution to recover from such mishaps – the database recycle bin. The capability to restore deleted table records is a critical feature for administrators,...
Transform Your Sales Strategy with These Three Easy Habits
Essential Sales Habits for Success Sales is a challenging yet rewarding profession that requires a combination of strategy, psychology, and persistence. To excel, developing habits that enhance your effectiveness is crucial. Here are three habits that can...
Keep Your Data Clean with Duplicate Detection in Dynamics 365
In 2022, we published a series highlighting some of the forgotten or underutilized features in Dynamics 365. One of those features was duplicate detection. This blog post has now been rewritten and updated with the latest information. Duplicate records in Dynamics 365...
How to Create a Personal View in Dynamics 365
This blog is part one of a multi-part series on managing views, charts, and dashboards in Dynamics 365. This blog will review the types of views as well as how to create a personal view in Dynamics 365. The next parts will cover creating and understanding charts,...
Kristin Caniglia
Kristin Caniglia
