The Sales Insights dashboard is designed specifically for this purpose. It provides out-of-the-box, interactive visualizations of key sales metrics (like the ones mentioned) directly within the Dynamics 365 app, offering the quick, at-a-glance overview the manager needs without manual reporting.

In Dynamics 365, a table is a fundamental concept. It defines a category of data (e.g., Customer, Product, Case) by specifying the fields (columns) it contains and how it relates to other tables. It’s the structural foundation for storing and managing business data, not just a view or report.

Business Rules are the correct low-code/no-code tool for applying logic and actions within a single table’s form. They can set field values, show/hide fields, and create related records (like a Task) based on conditions (like Priority = High) directly on the form, which fits this scenario perfectly.

Power Apps is a core component of the Power Platform that allows you to build custom canvas or model-driven apps. These apps can leverage the same Dataverse that Dynamics 365 uses, enabling you to create tailored solutions for specific scenarios or user groups that extend beyond the standard Dynamics 365 modules.

The Timeline control is a feature on forms that aggregates various activity records (emails, phone calls, tasks, appointments, notes, posts) into a chronological stream. It provides the exact unified, context-rich history the project manager needs for the project record.

A Business Rule is the ideal no-code tool for this. You can create a rule on the Contact form that, when a new contact is created (or when the parent account field is changed), sets the ‘Account Name’ field from the related account and can also change the field’s requirement level to ‘Business Required’ to prevent it from being cleared.

The Quote is the specific record type in the sales process used to formally propose prices and products to a customer. It is created from an Opportunity, includes detailed line items, and has a lifecycle (e.g., Draft, Active, Won/Lost) distinct from the final Order or Invoice.

This describes a filtered lookup. A Lookup field can have its view filtered based on values in other fields on the form. In this scenario, the lookup to the Product table can be configured to only show products relevant to the selected ‘Case Type’, guiding the user and ensuring data accuracy.

Dynamics 365 Marketing is the dedicated application for planning and executing multi-channel marketing campaigns (like email), tracking detailed interaction metrics (opens, clicks), and managing customer journeys. It seamlessly creates leads or opportunities from campaign responders, which is the core functionality described.

The Sales Insights dashboard is designed specifically for this purpose. It provides out-of-the-box, interactive visualizations of key sales metrics (like the ones mentioned) directly within the Dynamics 365 app, offering the quick, at-a-glance overview the manager needs without manual reporting.0