From the Microsoft Dynamics 365 CE/CRM Blogs: Sales sequence reporting; Enable recycle bin; Copilot in D365; CRM for wholesale distribution

In this review of the Dynamics 365 Customer Engagement / CRM blogs:

• Enabling & understanding sales sequence reporting
• How to enable recycle bin capabilities
• Busting 5 myths about Copilot
• Dynamics 365 CRM for wholesale distribution

Enabling & understanding sales sequence reporting in Dynamics 365

Writing on her blog, Megan Walker stated that if you’ve been working with sequences, one feature you'll find particularly valuable is the sequence reporting. 

She noted that this is an out-of-the-box Power BI report that comes embedded in the Sales Hub app. Walker wrote that the report provides detailed insights, such as lead conversion rate, sequence success rate, and opportunity-to-win ratio. 

She pointed out that this capability is only available if you have the right license (currently Microsoft Dynamics 365 Sales Premium).

Walker stated that the good news is that sales sequence reporting is fairly quick and straightforward to set up. In her blog post, she walked you through how to enable sales sequence reporting and what the process looks like from start to finish.

How to enable recycle bin in Dynamics 365 CRM

On the CloudFronts blog, Vidit Gholam wrote that when you're working with D365 CRM, a common question from users and admins is: "How can we recover records that were deleted by mistake? Is there a recycle bin?"