AUTOMATICALLY ROUTE LEADS, OPPORTUNITIES TO CORRECT SELLERS

Dynamics 365 Sales lead and opportunity routing is based on an easily configurable, rule-based assignment engine automatically distributes records using various commonly used parameters, strung together in a simple rule framework.

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HOW DOES MICROSOFT TEAMS WORKS WITH DYNAMICS 365?

Using Teams integration, you can invite anyone in the organization to view and collaborate on customer records right within a Teams chat or channel. You can also make and receive calls from within Dynamics 365 and get the work done more effectively.

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HOW TO SET VISIBILITY OF SSRS REPORTS FROM ORGANIZATION TO INDIVIDUAL?

SSRS stands for SQL Server Reporting Services. It produces formatted reports with the tables of data, graph, and reports. Reports are hosted on a server and can be configured to run using parameters supplied by users. In Microsoft Dynamics CRM, reports can be set as Viewable by Individual or by Organization.

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AUTOMATIC CASE CREATION THROUGH EMAIL IN DYNAMICS 365

In Dynamics 365, you can automatically create records such as cases and leads from incoming emails.
Approach to achieve this requirement:
1. Create a Queue
2. Mailbox Configuration
3. Automatic Record Creation and Update Rules

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