Menu Close

Tag: #365blogpostsin365days

{How to} Check Summary of an Opportunity using Copilot on Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales.

Let’s get’s started.

Dynamics 365 Sales – Sales team work on multiple opportunity and dynamically, as information is scattered across the system.

Getting the information out of the mulitple opportunities will be time consuming and tidious task, also in terms of big deals multiple people work on opportunity concurrently so staying upto date will be very challenging.

AI generated opportunity summaries provide a quick and comprehensive summary of key customer data, including buying behavior, preferences and past purchases.

By leveraging this information, sellers can gain valuable insights into customer needs, allowing them to tailor sales pitches and increase their chances of success.

Copilot advantages:

1. You can view AI generated summary of an opportunity in a reader friendly format. Summary includes overview of the status and progress of a potential sale or deal.

2. It provides a snapshot of where the opportunity stands in the sales process and how likely opportunity can be closed successfully.

3. You can view highlighted changes, which indicates the changes since last login and its degree of importance, helping you to pay attention to the most recent changes.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Do you know} Create Revised Quote field significance on Quote table Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I amgoing to show how to close the Quote with new field Create a Revised Quote – field on Quote Table.

Let’s get’s started.

Dynamics 365 Sales -rely on quotes to give information about the product or service pricing.

So Quotes serves as a formal offers, outlining the terms, pricing and specifications of a potential sale.

This enhancement is aimed at improving seller efficiency by allowing organizations to customize the experience as per sales process.

Now you can set the default value for the Create a Revised Quote field, saving time and ensuring consistency.

It also streamlines the quote closure process with quick actions, reducing the time and effort required to finalize quotes.

These improvements helps us to focus on sales activities, improving productivity and customer satisfaction.

Feature:

1. Set a default value for the Create a Revised Quote field.

2. Enable quick actions to close quotes based on your preffered status reason, create revision, and close opportunity options with just a click.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} Increase lead conversions by routing to the correct sales representative

uk365guy

Hello Everyone,

Today I am going to show how to configure the Assignment rules for lead qualifications criteria to increase the lead conversions by routing to the correct sales rep.

Let’s get’s started.

As an Organisation want to win more deals and focus more on lead conversions and its all manual process in Dynamics 365 Sales and Customer Insights.

With the new feature called Asssignment Rules on Dynamics 365 Sales Hub App you can configure rules.

1. Login into Dynamics 365 Sales Hub.

2. Change the settings to Sales Insights Settings.

3. Click on Sales accelerator and then Work assignment

4. Activate the assignment rules.

Using Dynamics 365 Customer Insights – Journeys and Dynamics 365 Sales together, you can now easily route qualified leads identified by marketing team to a seller without customized solutions or intervention. It will boost marketing and sales teams productivity while maintaining focus on the right customers.

Feature:

Define lead qualification criteria based on scoring models.
Define qualification actions to update the relevant fields of the lead record when a lead meets the defined criteria.
Based on the qualification action, create automated assigment rules(available in Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise) based on your business needs, such as the sales rep’s capacity or matching attributes between the rep and lead.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Do you know} create brand profiles and create reusable themes on Dynamics 365 Marketing

uk365guy

Hello Everyone,

Today I am going to show how to add style to your brand profiles and create reusable themes on Dynamics 365 Marketing.

Let’s get’s started.

On Dynamics 365 Marketing you can create email templates but maintaining a consistent brand identity is key for building customer experience and increasing brand recognition.

However replicating brand guidelines in your marketing emails, forms and event registration pages is often time consuming and requires back and forth styling and formatting.

With the Copilot you can quickly create branded themes for your content and easily apply them to emails, forms and event registration pages.

Login into Dynamics 365 Marketing.

Go to Brand Profiles and apply the styles to brand profiles to ensure consistent branding and save time when designing emails and templates.

Use your website URL to get design elements such as formats, font sizes and color palettes.

Fine tune and adjust elements to match your campaign or brand guidlines, save your themes and easily apply it to new or existing content.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} Audit the Power Apps logging activity

uk365guy

Hello Everyone,

Today I am going to show how to audit environmnt management operations.

Let’s get’s started.

Microsoft Purview and Microsoft Defender are solutions that allow customers to search and archive events that can be applied to compliance and security use cases.

How do you do that?

Power apps activities are tracked from the Microsoft Purview compliance portal.

Login to theMicrosoft Purview Portal

Select Search > Audit log search

Within the Audit Log Search window, Power Platform admins can search audit logs across many popular services including eDiscovery, Power BI, Exchange, Microsoft Entra ID, Microsoft Teams, customer engagement apps and Microsoft Power Apps.

Note: Microsoft Purview can be accessed by Admins.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this: