From the Microsoft Dynamics 365 CRM Blogs: Populate dates; Conversational CRM; Duplicate data; Close an opportunity

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

• Populate dates automatically from marketing forms in Customer Insights – Journeys
• Conversational CRM
• Duplicate data in D365: What it costs and how to fix it
• How to request approval to close an opportunity in Dynamics CE using Power Automate and adaptive cards

Populate dates automatically from marketing forms in Customer Insights - Journeys

On her blog, Megan Walker asked if you've ever needed someone filling out one of your marketing forms to automatically fill in a date field.

Walker added that maybe you have a hidden field where you want that day's date to show up, so you know exactly when something happened.

In her blog post, she walked you through how to automatically add dates to a date field on your real-time marketing form. She noted that although it's a quick and easy process, it can give you helpful historical details on a lead or contact record.

Conversational CRM

Writing on her blog, Anne Stanton stated that tracking and working with customer information doesn't have to be limited to complicated CRM screens or separate systems anymore.