Edit Your Opportunities In-Line with the New Pipeline View and Side-Panel in Dynamics 365

April 26, 2023 No Comments

Edit Your Opportunites Easily with the Pipeline View Editable Grid and Side-Panel. https://www.crmsoftwareblog.com/wp-content/uploads/Pipeline-View-Part-2.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m

Clone/Copy Opportunity along with related Records in Microsoft Dynamics 365 CRM!

April 26, 2023 No Comments

In Microsoft Dynamics 365 CRM, the Opportunity entity represents a potential sale to a customer. It is a record that tracks the sales process