Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (3) The "Missed Tasks" Problem
This continues from Part ② . Does any of this sound familiar? After a customer meeting, activity entries in the SFA get missed — materials don't get s…
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Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (2) Common Settings
This continues from Part ① . In Part ②, we'll configure the common settings and the internal-processing Power Automate flows. Common Settings Setting …
Customizing D365 Sales — For Our Own Sales Team (Customer Zero) Preparation
What is Customer Zero? "Customer Zero" is a strategy used by IT and technology companies in which the company itself becomes the "0th customer" (a tes…