Dev Tools · 1h ago
D365 Sales Customization Automates Missed Task Alerts
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.
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This is a niche CRM customization walkthrough, not a product launch or industry shift, but it offers practical automation patterns for D365 administrators.
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Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (3) The "Missed Tasks" Problem →
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dynamics-365sales-automation