Hello Everyone, Today I am going to share my thoughts on the timeline highlights help users quickly access actionable record updates on Dynamics 365 Customer Service. Let’s get’s started. Timeline Highlights in Dynamics 365 Customer Service provide a concise view of significant record updates. These highlights allow users to quickly access relevant information without sifting through…
Read more
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.…
Read more
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…
Read more
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…
Read more
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 –…
Read more
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…
Read more
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…
Read more
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…
Read more
Hello Everyone, Today I am going to share my thoughts use of skills to find the right agents for a consult on Dynamics 365 Omnichannel. Certainly! When it comes to finding the right agents for consultations related to Dynamics 365 Omnichannel, there are a few key considerations: 1. Skill-Based Search for Agents: In the context…
Read more
Hello Everyone, Today I am going to show how to enable record ownership across Business Units in Dynamics 365. Let’s get’s started. Normally User A from Business Unit A with Role Y – All contacts of the Business Unit A. User B from Business unit B with Role Y – access – All contacts of…
Read more
Recent Comments