Customer Master Synchronization
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August 20, 2024
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Browse the site for quick overviews and demos of product features within Dynamics 365 and Power Platform
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. https://www.youtube.com/watch?v=XHOmBV4js_E
Notes sync between the two systems. Actionable information is captured as activities in finance and operations apps and customer engagement apps. Nonactionable information is captured as notes in finance and operations apps, and as annotations in customer engagement apps. Link to Microsoft documentation: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/data-entities/notes-integrationhttps://www.youtube.com/watch?v=XHOmBV4js_E
Table of Contents Copilot in Sales Overview Copilot is an AI assistant in Dynamics 365 Sales that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on recent changes to their records, prepare for meetings, and read the latest news about their accounts. Record Summarization Recent Changes Meeting Preparation
You can try out anything you see on my website for free! Check out this to see how.
The first thing we’ll want to do as we move-in to our new CRM is to decorate a little bit. You can follow this Microsoft documentation to setup a theme within CRM. I found this cool tool online to help you visualize and create your theme. I took the out of box theme: to my fancy new green machine theme: This is what my theme record looked like: To upload your logo, add it
So the purpose of this website is to showcase how Dynamics 365 (D365) business applications can quickly help organizations digitally transform. Let’s use Copilot to come up with a name for a company that provides products and services around fences. Let’s go with FenceChad: a company that specializes in fence products and accessories, such as posts, rails, gates, hardware, and tools. Now let’s use Copilot come up with a logo. I used Microsoft Designer to help
