Category: AI

Dynamics 365 and Power Apps

{Do you know} Set timelines display layout types on Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show types of timelines display layout on Dynamics 365 CE. Let’s get’s started. How do you set this display layout on Dynamics 365 CE Timeline View. Login into Dynamics 365 Customer Service HUB. Open an Account record as an example: Go to the Timeline view and click on…
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{How to} send an email to specific list of customers instead of creating new segments in dynamics 365 marketing real time marketing

Hello Everyone, Today I am going to show how to send email without creating segmentation on Dynamics 365 Marketing. Let’s get’s started. Suppose you have a requirement to send urgent email to group of contacts and you don’t want to create a segment. Then how do you do that? Certainly! In Dynamics 365 Customer Insights…
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{How to} disable empty address record creation in Dynamics 365

Hello Everyone, Today I am going to show how to disable empty address record creation in Dynamics 365. Let’s get’s started. Normally we can create a Account, Contact, or Lead etc without address columns filled in. If you want to disable records being created without address columns filled in then continue reading this blog post.…
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{Do you know} Maker and Admins can see App description from app lists view Power Platform

Hello Everyone, Today I am going to show how to see the description of the app from app lists view on Power Platform Maker Portal. Let’s get’s started. In the Power Apps environment, both makers and admins can now view their apps in a card format. When managing a large number of resources within an…
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{How to} Use Access Team Template on Modern UI Dynamics 365 Sales

Hello Everyone, Today I am going to share how to use Access Team Template on Modern UI of Dynamics 365 Sales. Let’s get’s started Super users or System Admin’s are get used to classic UI when  using Access Team Templates, with the introduction of Modern UI how we can use the Access Team Plates? Let’s…
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{How to} Allow users to get AI suggestions when creating formula columns

Hello Everyone, Today I am going show preview feature of how to allow users to get AI suggestions when creating formula columns. Let’s get’s started. When you are creating canvas apps and you want to add formula to the canvas app with the use of AI generative Suggestions you will get the required suggestion from…
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{How to} Choose a session from mulitple sessions event in Dynamics 365 Marketing

Hello Everyone, Today I am going to share my thoughts on how to register for session from multiple sessions event on Dynamics 365 Marketing. Let’s get’s started. Boosting Participation and simplifying planning for events with multiple session based registrations in Dynamics 365 Marketing involves leveraging the platform’s capabilities to manage complex event structures efficiently. Dynamics…
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{How to} Create description using AI on Model Driven App

Hello Everyone, Today I am going to show how to create a description using AI for Model Driven App. Let’s get’s started. When you create Model Driven App you may need to give it a name and optional description for the Model Driven App. How to generate description for your model driven App? Open your…
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{Do you know} Schedulers and dispatchers get recommendations from Microsoft Teams

Hello Everyone, Today I am going to show new feature benefits that schedulers and dispatchers get recommendations to choose technicians or workers to schedule work orders based on their availability, skills, or expertise. Let’s get’s started. Dispatchers will recieve recommendations on Teams – Scheduling assistant recommends workers and time slots for the jobs. Scheduling assistant…
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What is the significance of Geofencing on Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on a topic which is known by the field service professionals. Let’s get’s started. Today when i was demoing Dynamics 365 Field Service to our client, one of the stakeholder asked what is Geofencing in Dynamics 365 Field Service ? I have answered that the…
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