Author: admin

Dynamics 365 and Power Apps

Question Copilot about work order information using natural language

Hello Everyone, Today I am going to share my thoughts on How to Ask Copilot about Work Order Information using natural language. Let’s get’s started. The below image illustrates a field service technician using natural language to inquire about work order details through Copilot in the Dynamics 365 Field Service App. It captures the essence…
Read more

[Do you know] Move Specific Configurations between environments on Dynamics 365 Customer Insights

Hello Everyone, Today I am going to share my thoughts on new feature – Move specific configurations between environments on Dynamics 365 Customer Insights. Let’s get’s started. Here is a graphical representation of a user interface for Dynamics 365 Customer Insights, illustrating the process of moving specific configurations between environments. On Dynamics 365 Customer Insights…
Read more

What is the significance of the work orders with Copilot in new mobile experience

Hello Everyone, Today I am going share my thoughts on work orders with Copilot in new mobile experience. Let’s get’s started. Here’s an image that visualizes the concept of summarizing work orders using Copilot in the new mobile experience for Dynamics 365 Field Service. It showcases a smartphone displaying the app’s inetrface, highlighting the integration…
Read more

{How to} Increase seller productivity with lead profile summaries in Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts how to increase seller productivity with lead profile summaries in Dynamics 365 Sales. Let’s get’s started. Increasing seller productivity with lead profile summaries in Dynamics 365 Sales can be achieved by optimizing the CRM system to provide concise, actionable insights. Here are some ways Dynamics…
Read more

{How to} Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights

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…
Read more

{How to} Add Customer Insights Data for your trial or licensed environments

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…
Read more

{Do you know} Interact with your data using Copilot for Customer Insights

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…
Read more

{Do you know} what is the significance of Not to exceed on Dynamics 365 Field Service

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…
Read more

{How to} Scheduling recommendations in the Outlook add-in for Dynamics 365 Field Service Resource Scheduling

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.…
Read more

Microsoft Dynamics 365 Field Service Break down long-duration or complex requirements

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…
Read more