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Dynamics 365 and Power Apps

{Do you know} Access real-time data during Teams meetings

Hello Everyone, Today I am going to share my thoughts on Access real-time data during Teams meetings. Let’s get’s started. When it comes to Microsoft Teams meetings, you can access real-time data to monitor and troubleshoot call quality. Here’s how: 1. Real-Time Analytics: As a Teams administrator, you can use Real-Time Analytics(RTA) to investigate issues…
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{Do you know} Support sellers with Copilot for Sales mobile experiences in Teams

Hello Everyone, Today I am going to share my thoughts on supporting sellers with Copilot for Sales mobile experiences in Teams. Let’s get’s started. Certainly! Microsoft Copilot for Sales in an AI assistant designed specifically for sellers. When using the Microsoft Teams mobile app, sellers can benefit from core experiences that keep them connected and…
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{Do you know} Adding questions, keywords and associated browsing in Teams meeting recap

Hello Everyone, Today I am going to share my thoughts on adding questions, keywords and associated browsing in Teams meeting recap. Let’s get’s started. Certainly! The Copilot for Sales post-meeting summary, integrated within a Microsoft Teams meetings recap, offers a convenient hub for sellers to review their customer meetings. Here’s what it includes: 1. Sales…
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{Do you know} Collaborate with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.

Hello Everyone, Today I am going to share my thoughts on Collaborae with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales. Let’s get’s started. AI-powered planner tasks can significantly enhance collaboration within sales teams. Here’s how it works: 1. Automated Prompting: The Copilot for Sales bot in Microsoft Teams channels automatically scans…
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{Error} Selected in the From field does not have the option enabled to allow other users to send the email on their behalf

Hello Everyone, Today I am going to show how to resolve the error “Selected in the From field does not have the option enabled to allow other users to send the email on their behalf on Dynamics 365 Customer Service App. Let’s get’s started. Suppose you have a user account on Dynamics 365 Customer Service…
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{How to} Track more fields as part of saving emails or events to CRM Microsoft Copilot for sales

Hello Everyone, Today I am going to share my thoughts on tracking more fields as part of saving emails or events to CRM Microsoft Copilot for sales. Let’s get’s started. Certainly! To track additional fields when saving emails or events to your CRM using Microsoft Copilot for Sales, follow these steps: 1. Access Admin Settings:…
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{Do you know} Automatically save attachments when saving emails to CRM Microsoft Copilot for sales

Hello Everyone, Today I am going to share my thoughts on automatically save attachments when saving emails to CRM on Microsoft Copilot for Sales. Let’s get’s started. Certainly! When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email. This feature ensures that crucial…
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{How to} Real time tips and suggested answers during Teams meetings in Microsoft Sales Copilot

Hello Everyone, Today  I am going to share my thoughts on real time tips and suggested answers during teams meetings in Microsoft Sales Copilot. Let’s get’s started. The real time sales tips feature in Microsoft Teams is part of Copilot for Sales. Here’s what you need to know. 1. Purpose:  During virtual Teams meetings, Copilot…
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{Do you know} Get crucial information summarized from proposals dynamics 365 sales new feature

Hello Everyone, Today I am going to share my thoughts on getting crucial information summarized from proposals dynamics 365 sales new feature. Let’s get’s started. Here are some of the new features in Dynamics 365 Sales that were recently released: 1. Copilot Enhancements: Content Recommendations: Use Copilot to get content recommendations from Sharepoint. SharePoint Q&A:…
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{How to} Unlimited application installs now in Customer Insights

Hello Everyone, Today I am going to share my thoughts on unlimited application installs now in Customer Insights. Let’s get’s started. As of June 30, 2024, Microsoft has removed application installation limits for Dynamics 365 Customer Insights. Previously, there were restrictions on the number of installations per base license, but now you have  unlimited application…
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