Notes are an essential part of business. They help us keep track of new information, decisions made, conversations had, plans and changes to those plans. They also help us store information for reference, like when learning about a new product. They can be checklists or long paragraphs.

Introduction
Sales forecasting is a tool to predict performance. Various tables can show the metrics for individual salespeople, customers, and more. With all its capabilities, figuring out where to start can be hard.

Though forecasting can seem daunting, it offers incredible utility in measuring and predicting performance.

Introduction
One handy feature of Dynamics 365 is the ability to filter lookup fields on a form. While this can be done with system views, like when you only want users to choose an active contact, you can also filter based on other lookup fields in the form.

Excel is an invaluable resource for effectively tracking completed tasks and pending work, particularly when working with repetitive, multi-step processes. Nevertheless, it can be tedious to mark every item, and overwhelming to figure out what’s already been done, and what work is left.