Hello Everyone, Today I am going to show what are the benefits of personalize omnichannel experiences with no code using Optimizely. Let’s get’s started. Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights involves leveraging the capabilities of both platforms to deliver tailored experiences to your customers,Here’s how you can achieve…
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Hello Everyone, Today I am going to show how to add Customer Insights data on your trial or licensed environments. Let’s get’s started. 1. Login into Dynamics 365 Customer Insights. 2. On home page screen click on the ADD Customer Insights – Data 3. New window will be opened and load the data into the…
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Hello Everyone, Today I am going to show new feature which is available for Jan 2024 preview. Let’s get’s started. Copilot for Dynamics 365 Customer Insights is powered by AI to provide answers to your queries. What you do is “you will interact with your data” via Copilot as an interface between you and Customer…
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Hello Everyone, Today I am going to show how to enable NOT TO EXCEED and its use on Dynamics 365 Field Service. Let’s get’s started. What is NOT TO EXCEED and what is the use of it on Dynamics 365 Field Service? The main purpose of it is setting financial expectations with customers and vendors…
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Hello Everyone, Today I am going to show how to schedule the recommeded resource from Outlook. Let’s get’s started. Resource schedular normally have daunting time when they need to schedule a resource for emergency work order. So an assistant recommends workers and time for the job, saving dispatchers time needed to validatted matched resources. 1.…
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Hello Everyone, Today I am going to share new feature which Microsoft releases for Dynamics 365 Field Service Resource Scheduling so making the work items into smaller chunks. Let’s get’s started. Microsoft Dynamics 365 Field Service Resource Scheduling when working with long-duration or complex requirements, it’s often necessary to specify the patterns(sometimes called the work…
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Hello Everyone, Today I am going to show how to optimize single resource when a resource completes a work order earlier than expected timelines. Let’s get’s started. Dispatchers schedule work orders but sometimes disruptions happens due to delay in resource being ontime at the site or may finishes the work order below the set time,…
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Hello Everyone, Today I am going to show how to view multi day view of the particular resource so that if there are any gaps for the resource can be quickly adjust resource for any bookings in between the resource gaps. Let’s get’s started. Resource availability and utilization with an updated multiday view. On Multiday…
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Hello Everyone, Today I am going to show how to turn on the Status Completes Work Order = ON then Complete the work orders based on status on Dynamics 365 Field Service. Let’s get’s started. This new feature allows status driven approach to enhance flexibility in work order management. Save time to duplicate work orders that require…
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Hello Everyone, Today I am going to show how you can export import segments and assignment rules between environments. Let’s get’s started. With the new features: Sales Managers and an Administrator need to set up assigment rules in multiple environments like sandbox, dev, test or production. This increases the time taken to transfer rules from…
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