Category: D365 Product Updates

A table titled Agent experiences lists CRM features, their enabled users, and release dates. Rows include feature names, user types, and columns for Public preview, Early access, and General availability—ideal for tracking Microsoft D365 updates.

D365 Email Templating Gets a Big Enhancement

  The enhanced experience for creating email templates is becoming generally available this month as part of the 2022 release wave 1 plan, so I thought I’d put together my thoughts on the new feature.…

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Purple Update now button with a red arrow pointing to it. Below, a warning box says updating Dynamics 365 Customer Engagement can’t be undone and may affect performance for a few hours, with a link to learn more.

D365 Advanced Find Has Finally Arrived

While the Unified Interface update to Microsoft Dynamics 365 brought a cleaner experience for a lot ofend user functions, one of the items that has lagged behind is the experience for querying data (a/k/aAdvanced Find).…

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A notification icon with the number one is highlighted in a purple app toolbar. Below, a notification says Welcome to Dynamics 365! Welcome to the world of app notifications and CRM, with an option to close the message.

What’s Coming in 2022 for Dynamics 365 Sales

    A Toast to Notifications. The 2022 release wave documentation has been published and my original thought was to review it and write a “Top 5” list or something along those lines. However, I’m…

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