Month: May 2024

Dynamics 365 and Power Apps

{Do you know} Maintain security role privileges for better ALM solution import on Dataverse

Hello Everyone, Today I am going to share my thoughts on the maintain security role privileges for better ALM solution import on Dataverse. Let’s get’s started. Let’s discuss maintaining security role previleges for better Application Lifecycle Management(ALM) solution imports. When working with Power Platform and Dataverse managed solutions, it’s essential to handle security roles effectively.…
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{Do you know} Assisted mapping for standard dataflows in Microsoft Dataverse

Hello Everyone, Today I am going to share my thoughts on the Assisted mapping for standard dataflows in Microsoft  Dataverse. Let’s get’s started. Suppose there is a data migration work where you need to map the fields for the table selected manually which is daunting task isn’t it?  So with the introduction of the assisted…
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{Do you know} Implement Anywhere365 Solution for Omnichannel features on Microsoft Dynamics 365 Customer Service and Microsoft Teams

Hello Everyone, Today I am going to share my experience on the Anywhere365 Solution which is useful for Omnichannel Feature implementation on Dynamics 365 Customer Service and Microsoft Teams. Let’s get’s started. Suppose there is a requirement to implement a solution where the call center users should receive calls on their Microsoft Teams and BE…
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{How to} Make connection to Dynamics 365 Customer Voice App and give access to users from maker portal

Hello Everyone, Today  I am going to show how to make connection to the customer voice app and give permission to use the Dynamics 365 Customer Voice in the project by the developers. Let’s get’s staretd. Suppose there is a use case: On a Dynamics 365 CE Project theere is a requirement to use the…
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{How to} Get real time tips and suggested answers during Teams meetings on Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts on the real time tips and suggested answers during Teams meetings on Dynamics 365 Sales. Let’s get’s started. Yes being surprised  by a question or an unfamiliar competitor mention during a sales call can be a jarring and unsettling experience. This unexpected situation often causes…
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{How to} Allow sellers to track performance with out of box forecasting in Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts about to allow sellers to track performance with out of box forecasting on Dynamics 365 Sales. Let’s get’s started. The out of box forecast solution is streamlined and accessible for all users. This capability enables you to: Enhance sales performance with the readily available forecast.…
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{How to} Use Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on using Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service. Let’s get’s started. Copilot for knowledge in Dynamics 365 Customer Service empowers support agents to swiftly draft knowledge articles using case data and send them to knowledge reviewers for publishing. Here’s…
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{How to} Join a Teams call is generally available and on by default

Hello Everyone, Today I am going to share my thoughts on the joining the teams call is generally available and on by default on Dynamics 365 Customer Service. Let’s get’s started. Administrators no longer need to turn on a toggle to enable users to join their customers on Teams call. This feature is general availability…
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{How to} Draft emails using Copilot in email editor on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the drafting emails using Copilot in email editor on Dynamics 365 Customer Service. Let’s get’s started. To draft email using Copilot in the email editor within Dynamics 365 Customer Service, follow these steps: 1. Open Dynamics 365 Customer Service: Log in to your Dynamics…
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{How to} Get relevant results with filters for Copilot Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on get relevant results with filters for Copilot Dynamics 365 Customer Service. Let’s get’s started. Certainly! To get relevant with filters for Copilot in Dynamics 365 Customer Service, follow these steps: 1. Open Copilot Report: To view the Copilot report, Open Customer Service historical analytics…
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