From the Microsoft Dynamics 365 CRM Blogs: Recent records component; Sales process; D365 Sales features; Connected customer service

In this week's Microsoft Dynamics 365 CRM blog roundup:

• Recent records component and show customer details in the side pane in Dynamics 365 CRM Customer Service
• Exploring the sales process with Dynamics 365 Sales: moving onto opportunities
• Top features to work more efficiently in your Dynamics 365 Sales environment
• Dynamics 365 connected customer service example

Recent records component and show customer details in the side pane in Dynamics 365 CRM Customer Service

An author writing on the Inogic blog discussed a new feature in Microsoft Dynamics 365 CRM 2023 Release Wave 1: the records component. The author stated that this component lets users view related cases on a form. The author noted that compared to the old grid, this component offers a better visualization of the record list.

In the blog post, the author noted how to see customer details in the side pane of an app by using JavaScript. They first explained the steps to take to add the recent records component. Microsoft has added some JavaScript web resources in the customer services module to enable users to visualize the customer data, which will help load the customer details on a side pane.

The author also explained the steps users need to follow to register on load event on case entity form as well as the steps to register on change event in the customer field. Finally, the author noted that the recent record component offers a better user experience and visualization. After configuring events, users can visualize customer details without switching entities.

Exploring the sales process: moving onto opportunities

An author writing on the Syvantis Technologies blog noted that in the sales funnel, leads are at the top at the beginning. At this point, sales reps start to pull potential customers in, gathering information about them and nurturing them so they can become customers, at which point leads move further down the sales funnel and into opportunities.

The author stated that there are two ways to create opportunities in the system: creating an opportunity manually from scratch for potential customers, such as when a potential customer pops up who is already invested enough to jump right past the lead stage, or adding a new opportunity from the opportunity list for existing customers.

In the blog post, the author explained in detail how to create opportunities. The author also noted that since the opportunity form is highly customizable, a user can build a targeted form for their sales process. The author then described some customizations in the opportunity form. According to the author, although every sales process is different, opportunities must be nurtured to the point that they go one of two ways: closed as lost or closed as won.

Top features to work more efficiently in your Dynamics 365 Sales environment

Writing on the Western Computer blog, Kayla Rohde stated that Microsoft Dynamics 365 Sales provides a number of features to optimize how sales professionals work. However, she noted that having so many features can lead to "analysis paralysis" and leave users wondering where to start.