by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Before any change to how the sales process behaves, a rehearsal runs the whole twenty step chain against a test record and reports what broke. It had been stopping at the second step for three days, and nothing said so, because a rehearsal nobody runs looks exactly...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Every step in the sales process raises a piece of work, and declining a task with a reason has always marked its step excused so the process moves on. An email step had no such route. A rep who judged the email unnecessary had to send something anyway or tick the...
by site-publisher | Sep 2, 2026 | Automation
Collection closed at wave 4 with 1,408 qualifying postings against a target of 1,200. The one-shot 2 September run recomputed the figures from the stored corpus without touching a job board. The headline is 35.7 percent of open director-level and above B2B technology...
by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM
Microsoft is withdrawing the AI Builder credits that come seeded with Power Platform and Dynamics licences on 1 November 2026, and new customers can no longer buy the capacity add-on. The AI layer planned for the sales process was costed against an entitlement that...
by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM
A step in the sales process was deciding whether a partner was in a deal by looking at who would deliver the work. Those are different questions, and the answer to one is not the answer to the other. The process now asks the question directly, early in the Awareness...
by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM
Skills that read the CRM only ran on the machine holding the CRM connection, because that connection is a local process rather than an account level integration. A scoring skill therefore could not run in a browser session or on a schedule, whatever else was available...
