Posts Tagged ‘Opportunities’
Let’s Talk Power Automate
We recently had a client request an enhancement for their Dynamics 365 Sales opportunities and quotes to include freight charges at the product line level. While standard Dynamics 365 includes freight amounts at the Opportunity and Quote levels, our solution showcased below requires extending this functionality. Using Power Automate and Dataverse (formerly CDS), we implemented…
Read More“Board” with Dynamics 365 Sales views? Kanban to the rescue!
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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