Hello Everyone, Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment. Let’s get’s started. 1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment. 2. Change the settings to App Settings 3. Click on Copilot and select…
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Hello Everyone, Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales. Let’s get’s started. Dynamics 365 Sales – Sales team work on multiple opportunity and dynamically, as information is scattered across the system. Getting the information out of the mulitple opportunities will be time consuming…
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Hello Everyone, Today I amgoing to show how to close the Quote with new field Create a Revised Quote – field on Quote Table. Let’s get’s started. Dynamics 365 Sales -rely on quotes to give information about the product or service pricing. So Quotes serves as a formal offers, outlining the terms, pricing and specifications…
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Hello Everyone, Today I am going to show how to configure the Assignment rules for lead qualifications criteria to increase the lead conversions by routing to the correct sales rep. Let’s get’s started. As an Organisation want to win more deals and focus more on lead conversions and its all manual process in Dynamics 365…
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Hello Everyone, Today I am going to show how to add style to your brand profiles and create reusable themes on Dynamics 365 Marketing. Let’s get’s started. On Dynamics 365 Marketing you can create email templates but maintaining a consistent brand identity is key for building customer experience and increasing brand recognition. However replicating brand…
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Hello Everyone, Today I am going to show how to audit environmnt management operations. Let’s get’s started. Microsoft Purview and Microsoft Defender are solutions that allow customers to search and archive events that can be applied to compliance and security use cases. How do you do that? Power apps activities are tracked from the Microsoft…
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Hello Everyone, Today I am going to show how to route the new makers into their own developer environments. Let’s get’s started. Login into Power Platform Admin Center(PPAC) Go to the Settings. On the tenant setting page select the Environment Routing(Preview). When a new makers login then they are routing to their respective environments. Once the…
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Hello Everyone, Today i am going to show new feature which you can use to input text by using copilot to define clear message. Let’s get’s started. Users can use Copilot to quickly generate well written text that can be used as input text into the text boxes in power apps. With this feature users…
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Hello Everyone, Today iam going to show how to enable advanced settings redirection in Dynamics 365 Model Driven App Environment. Let’s get’s started. Login into Power Platform Admin Center. Choose the environment and Settings and Features, turn ON Advanced Settings Redirection. When enabled the advanced settings toolbar links within product experiences will be redirected to…
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Hello Everyone, Today i am going to show single table search option in Dynamics 365 CE Apps from Power Platform Admin Center. Let’s get’s started. When we enable Dataverse Search in your environment it will be supported in Model Driven Apps will also receive search improvements. Also you can enable Share Search analytics with Microsoft…
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