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Dev Tools · 1h ago

D365 Sales Customization Automates Missed Task Alerts

By Meridian48 News Desk · Summarised from DEV Community ·

A developer details how to configure Microsoft Dynamics 365 Sales to automatically generate follow-up tasks when customer meetings lack activity entries. The system flags stalled opportunities, overdue close dates, and churn risks based on configurable thresholds. The approach uses scheduled flows and event triggers to reduce manual oversight for sales teams.

Meridian48 take
This is a niche CRM customization walkthrough, not a product launch or industry shift, but it offers practical automation patterns for D365 administrators.
Read the full reporting
Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (3) The "Missed Tasks" Problem →
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dynamics-365sales-automation
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