Hello Everyone, Today I am going to share my thoughts on integrating Microsoft Teams with Dynamics 365 Customer Service across different Microsoft Tenants. Let’s get’s started. Yes, it is possible to integrate Microsoft Teams with Dynamics 365 Customer Service across different Microsoft Tenants. Here are the steps to achieve this: 1. Guest Access in Teams:…
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Hello Everyone, Today I am going to share my thoughts on the filter Copilot content based on the table attributes. Let’s get’s started. Filter content automatically based on attributes from entities such as customer profile so that agents don’t select the filters that need to be applied. 1. Filters are automatically applied based on a…
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Hello Everyone, Today I am going to share my thoughts on the forecast case volumes daily and a 15 minute intervals on Dynamics 365 Customer Service App. Let’s get’s started. Customer Service Managers usually checks how the cases has been resolved and timelines and SLA are met according to the agreed timelines with the customer.…
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Hello Everyone, Today I am going to share my thoughts on the new feature to use monthly channel for features in Customer Service apps. Let’s get’s started. Microsoft usually release new features wave1 and wave3 per annum, with the new introduction of monthly releases customers can leverage the new functionality within the business. New feature…
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Hello Everyone, Today I am going to share my thoughts on the new feature view recently accessed knowledge articles for cases on Dynamics 365 Omnichannel. Let’s get’s started. Agents can access recently used knowledge articles so that they can directly review and use them across similar cases without searching for the keyword again. Agents using…
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Hello Everyone, Today I am going to share my thoughts on the Save notes faster with Quick save in Dynamics 365 Omnichannel. Let’s get’s started. With the Quick Save functionality, agents can save their notes faster by selecting Ctrl+S on the keyboard. This functionality helps boost productivity and removes the need to use “Save” or…
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Hello Everyone, Today I am going to show how to see the Power Apps Analytics from Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Expand Analytics > Power Apps You can see the overview and Environment View, Filter by : Usage, Maker Activity, App Inventory Environment Filters: Name, Type, Region. App filters –…
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Hello Everyone, Today I am going to share my thoughts on the configuration of custom cards for the inbox dynamics 365 Omnichannel. Let’s get’s started. Certainly! Let’s explore how you can configure custom card settings for the inbox in Dynamics 365 Omnichannel allows users to personalize how their information displays in the inbox by customizing…
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Hello Everyone, Today I am going to show how to restrict the users from deleting the Address records in Dynamics 365 Apps. Let’s get’s started. There will be situations where users can bulk delete the records from UI, in order to restrict the users from deleting the Address records, we can turn OFF the Deletion…
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Hello Everyone, Today I am going to share my thoughts on create multiple cases from email sent to multple mailboxes in Dynamics 365 Omnichannel. Let’s get’s started. Normally when an email is received to a dedicated mailbox then with the help of routing rules we can create case on Dynamics 365 Customer Service. So creating…
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