From the Microsoft Dynamics 365 CRM Blogs: Warehouse and inventory; Track site visits; Lead qualification; AI-generated account summary

In this week’s Microsoft Dynamics 365 Customer Experience blog roundup:

• Manage your warehouse and inventory in Dynamics 365 Field Service
• Track site visits from D365 marketing emails in Microsoft Clarity
• New lead qualification experience
• Get AI generated 360-degree view of account summary in Dynamics 365 Sales [preview]

Manage your warehouse and inventory in Dynamics 365 Field Service

On the Stoneridge Software blog, Ron Ellison wrote that in Dynamics 365 Field Service, managing inventory and warehouses is simple and efficient. He stated that you can easily track stock levels, manage warehouse locations, and maintain product catalogs.

Ellison noted that the system lets you see real-time inventory, adjust stock, and handle restocking. He added that by setting up multiple warehouse locations and tracking inventory movement, you can keep stock levels balanced and ensure parts are available when needed. 

In his blog post, Ellison walked you through the steps on how to set up and use various tools in this feature.

Track site visits from D365 marketing emails in Microsoft Clarity

On her blog Megan Walker wrote that her post covers how to use Dynamics 365 Customer Insights – Journeys (aka Marketing), Microsoft Clarity, Google Tag Manager, and GA4 to track website visitors from email campaigns.