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Tag: #dynamics365sales

{How to} Activte Copilot across all Dynamics 365 Apps on particular environment

uk365guy

Hello Everyone,

Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment.

Let’s get’s started.

1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment.

2. Change the settings to App Settings

3. Click on Copilot and select enable copilot for All Dynamics 365 Sales Apps.

4. Open the Dynamics 365 Sales Hub and open any lead or opportunity and see the Copilot will appear and you can start using against lead or opportunity.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} enable data improvement with email validation on Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share how to enable email validation on Dynamics 365 Sales for leads and contacts.

Let’s get’s started.

What are the benefits of Email validations(preview)

1. This will alert sellers when a lead or contact have same email address that are known or suspected to be invalid.

2. Only primary email address will be checked.

So Primary email address will be marked as not valid in the following instances:

1. Incorrect or incomplete email addresses. for example: mail@test
2. Test or spam email addresses. for example: test1@test.com
3. Temporary or disposable domains. for example: althrough@throwaway.com
4. Email addresses from expired or nonexistent domains.

Turn on for LEAD and CONTACT.

That’s it for today.

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

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{How to} set up Microsoft Teams call directly from Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to show how to set up Microsoft Teams call directly from Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales.

Change the Settings from bottom left corner side from Sales to APP Settings.

Click on Teams Calls and Microsoft Team calls settings will be opened.

You can set up Microsoft Teams so your sales team can call customers directly from Dynamics 365, with seamless integartion and premium options available.

1. Teams calls:

Allow sellers to make calls right from where they work = ON.

2.Answer incoming calls in Dynamics 365 : ON

When customers or leads call, sellers can aswer in Dynamics 365 and keep all the relevant information at hand.

3. Internal calls will ring only in the Teams app, not in Dynamics 365(recommended)

Transfer calls(preview) = ON

Sellers can transfer calls made in Dynamics 365 using one of 3 modes : blind, sale or consultative.

4. Security roles can be enabled for specific roles.

5.Advanced settings

You can select the Dynamics 365 apps for Teams calls.

for example: Sales Hub.

6. Recording with real-time transcription and insights = ON

Which allows sales team gets most out of every call with advanced conversation intelligence capabilities like AI powered insights rich call summaries and more.

Also enable for security roles.

Finally Click Update button.

Microsoft Teams calls set up successfully.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days)

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{How to } Enable Sales usage reports in Dynamics 365 Sales Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to enable Sales usage reports in Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales

Go to Settings on the bottom left corner and change to APP Settings from Sales.

Turn on Sales usage reports to YES, and SAVE.

SALES USAGE REPORTS:

Which provides information about the historical operational metrics and key performance indicators.

– Help your sales managers understand their teams’ operational metrics.

For more information about the sales usage reports click here

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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How to create and activate a segment in Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to share how to create and activate segment in Dynamics 365 Sales.

Let’s get’s started.

What is segment?

Create a condition to get group of records, by defining different conditions for each segment. Once a segment is activated and a record satifies the conditions that are defined in the segment, the record becomes a member of the segment.

Login into Dynamics 365 Sales – Model Driven App.

Then change the settings to sales insights settings and click on the Segments underneath Sales Accelerator

Choose the Record type as Opportunity or Leas and Create a New Segment

Create a segment for Opportunities:

Name, Description, Priority.

Then check the Allow Opportunities to be moved from other segments to this one and check the box of Update seller assignments as well.

Start creating segmentation using ADD ROW, ADD GROUP, ADD RELATED ENTITY

Add row: you can add row conditon, add group or add related entity based on the segmentation condition you would like to see.

Note: you can only have 10 conditions per segment.

When you set up conditions and you can check whether there is data available for your conditions by clicking on Simulate results.

Once you finish the segmentation condition click SAVE and Activate the segment.

Once segment activated and your filter starting working for you.

Thats it for today.

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

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