“Board” with Dynamics 365 Sales views? Kanban to the rescue!

kanban board dynamics 365

One of the newer and more interesting control features being offered in Dynamics 365 Sales is something that will be familiar to Agile followers.  A Kanban board is a useful approach to see how work flows through your processes and helps visualize where a particular work item is in the process. A Kanban board can…

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Let’s Talk Power Rollup (Automate)

opportunity sales process dynamics 365

Sounds like a snack food (fruit roll-ups 365), although, I don’t think you would want to try to eat this.  All joking aside, we recently had a client ask us for a feature enhancement to their Dynamics 365 Sales opportunities and quotes to allow freight charges additionally at the opportunity and quote product line level. …

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