From the Microsoft Dynamics 365 CRM Blogs: D365 Sales sequences; Masked field values; Dashboards; Migrate to Customer Insights – Journeys

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

• Defining segments to use with D365 Sales sequences
• Retrieving masked field values programmatically
• How to use dashboards in D365 Sales to stay ahead of your targets
• 5 tips for migrating to D365 Customer Insights – Journeys

Defining segments to use with D365 Sales sequences

On her blog, Megan Walker wrote that an important part of setting up sales sequences in the sales accelerator feature of D365 Sales is ensuring that your records can enter those sequences automatically. 

She stated that this ensures that your new sales processes and seller guidance run smoothly, without having to manually add leads, contacts, or other records to the sequences. 

In her blog post, Walker walked you through how to create segments to use with Dynamics 365 Sales sequences.

Retrieving masked field values programmatically in Dynamics 365

Writing on the Inogic blog, Sam Kumar looked at the experience of struggling to connect a payment system that needs full access to sensitive information, such as a customer's complete bank account number.