Microsoft Dynamics 365 Blog

Save time by cloning sales forecasts in Dynamics 365 Sales 

1 min read

Companies need accurate sales forecasts to keep on track to meet quarterly and annual revenue goals.  In Dynamics 365 Sales 2021 release wave 1, sellers can now clone an existing forecast when they need to make edits, and gain immediate clarity on revenue scenarios. The existing forecast remains intact while you configure different scenarios quickly Read more

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Dynamics 365 (Preview) app for Windows comes with offline access 

1 min read

The Microsoft Dynamics 365 (Preview) app for Windows is optimized to help your team stay productive whether they’re connected or working offline. The app provides your salespeople, agents, and supervisors with tools they need to track their tasks, arrive prepared for appointments, take notes, and access customer records. It is seamless to deploy because employees Read more

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Enable the Dynamics 365 Sales Preview mobile app in Advanced Settings 

2 min read

Although it may seem counter-intuitive, now that many people are working from home at least some of the time, having a streamlined mobile app for your sales team has become critically important. Whether they’re in the office, in their car, or just moving around their houses, sellers need to stay on top of their deals Read more

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3 ways to minimize fraud this holiday season 

3 min read

Even in challenging times, the holiday season’s irresistible deals attract both customers and fraudsters. A differentiated fraud prevention strategy is essential to keep a merchant’s fraud losses minimized while letting legitimate customers continue to have a smooth shopping experience. Here are three tips for the holiday season to help keep fraud low and maximize gains Read more

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