Dynamics 365 Blog October 2019

I was recently looking adding the capability to enter post-meeting notes via speech to meet the sales rep requirement of wanting to simplify the entering of meeting notes. Using the native microphone dictation services proved effective in achieving these goals; however, the number of clicks to achieve this goal was found numerous that lessened the convenience potential and thus usage and adoption. A future option will look at simplifying the ability to access the last Appointment for additional sales rep convenience and adoption gains.

I recently wrote a Flow for a SMB that I was surprised was not otherwise widely available. The Flow checks for new Leads created through the corporate web site at 3 specific times every weekday and sends an email notification with the list of new Leads to the Sales Manager should one or more Leads are found.

The use of the word portals is confusing. I call on Microsoft to rationalize their terminology!

The requirement is to minimize what the user needs to type in order to submit a request. Clicking an Ad and defaulting some of the fields on the Contact Us form doesn't communicate the Ad context. Passing parameters using the Ad Redirect URL field and then consuming and assign them using a script on the Contact Us page meets this requirement.