Hello Everyone, Today I am going to show how to govern data access with business units and role based access control in Dynamics 365 Customer Insights. Let’s get’s started. Role based access control allows administrators to regulate access to customer profile, segments and measures based on business units, because these controls are applied to the…
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Hello Everyone, Today I am going to show new UI of Power Virtual Agent which is renamed as Copilot Studio. Let’s get’s started. Login into Copilot Studio Then you will see new UI of Copilot Studio. 1. Copilot: You can set up new bot with the language you want to speak and Copilot will…
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Hello Everyone, Today I am going to show new settings on Dynamics 365 Sales App. Let’s get’s started. Dynamics 365 Sales Admins settings can be difficult to navigate, sometimes frustration for administrators. By using the search capability, system administrators can improve operational efficiency by locating specific settings quickly and reducing time spent on navigating through…
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Hello Everyone, Today I am going to share my thoughts on collaborate with sales teams using AI-powered planner tasks. Let’s get’s started. Normally Sales teams are known for their collaborative nature, relying heavily on apps like Microsoft Teams and Dynamics 365 Sales to work together efficiently. Microsoft releasing new feature which allows progress of tasks…
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Hello Everyone, Today I am going to share how the audit log will be displayed when a user access the Dynamics 365 through mobile app. Let’s get’s started. Normally Dynamics 365 CE Mobile App users get access through: 1. Login into Dynamics 365 CE 2. Go to Security 3. Security role 4. Business Management tab…
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Hello Everyone, Today I am going to share new feature on Dynamics 365 Marketing on how to simplify and optimize segements using query assist copilot. Let’s get’s started. Before when we create a segment we have to manually select the conditions to complete the segmentation of the records. Now with updated copilot -enhanced query assist…
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