From the Microsoft Dynamics 365 CRM Blogs: Group opportunities; SharePoint integration; Real-time marketing forms; Routing work items

In this week’s Microsoft Dynamics 365 CE/CRM blog roundup:

• Resolving error while creating target entity issue on real-time marketing form submissions
• Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
• How to set up a Dynamics 365 integration with SharePoint
• Utilize a model for work classification based on sentiment prediction in Dynamics 365

Resolving error while creating target entity issue on real-time marketing form submissions

On her blog, Megan Walker noted that she wrote her blog for users who wonder why their leads or contacts aren't being created when someone submits a real-time marketing form. Walker stated that all you see is that the form submission for someone has failed, and the failure description shows "error while creating target entity." In her blog post, she showed you how to figure out what’s causing it and offered information about the most likely culprit.

Walker noted that the first thing you have to do is ensure that the form is owned by someone with the right permissions. She then provided the information you need, complete with screenshots, to enable you to resolve the error while creating target entity.

Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales

An author writing on the Inogic blog noted that the pipeline feature in Microsoft Dynamics 365 Sales is designed to enable managers and sales reps to better manage opportunities. The author wrote that this feature gives users a clear understanding of their entire deals in the pipeline so they can have the information they need to make better decisions.

The author also stated that with the new enhancement users can group opportunities based on specific criteria and aggregation of numeric values, such as estimated revenue of opportunity, so they have a more customized and organized view of their sales data.

In the blog post, the author presented a business use case and explained how this feature enables users to focus on the opportunities that earn significantly more profits for their organizations.

How to set up a Dynamics 365 integration with SharePoint