Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (3) The "Missed Tasks" Problem

This continues from Part ②.

Does any of this sound familiar?

After a customer meeting, activity entries in the SFA get missed — materials don't get sent, follow-ups slip through the cracks.

The ideal flow looks like this:

Hold a customer meeting (Outlook appointment exists) → Link meeting notes and slide URLs to D365 Sales → Issue follow-up action tasks in Sales from the notes → Set reminders in Sales