Hello Everyone, Today I am going to show how to Create and update work orders in Teams with Copilot in Dynamics 365 Field Service. Let’s get’s started. To Create and update work orders in Teams with Copilot in Dynamics 365 Field Service, follow these steps: 1. Set up Copilot Integration: Ensure you have Dynamics 365…
Read more
Hello Everyone, Today I am going to share my thoughts on the Dynamics 365 Customer Service getting automatic prompts from Copilot. Let’s get’s started. Copilot in Dynamics 365 Customer Service Provides real-time assistance to customer service agents. One of its features is automatic prompts. When enabled in the Customer Service admin center, these prompts give…
Read more
Hello Everyone, Today I am going to share my thoughts on the real time tips and suggested answers during Teams meetings on Dynamics 365 Sales. Let’s get’s started. Yes being surprised by a question or an unfamiliar competitor mention during a sales call can be a jarring and unsettling experience. This unexpected situation often causes…
Read more
Hello Everyone, Today I am going to share my thoughts on using Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service. Let’s get’s started. Copilot for knowledge in Dynamics 365 Customer Service empowers support agents to swiftly draft knowledge articles using case data and send them to knowledge reviewers for publishing. Here’s…
Read more
Hello Everyone, Today I am going to show how to set maximum frequency of Email, Text Message, Push Notification on Dynamics 365 Customer Insights. Let’s get’s started. Generally we don’t set how many emails, text message, push notifications that we can deliver to the targetted customers. Now with the Frequency Cap from the Customer Insights…
Read more
Hello Everyone, Today I am going share my thoughts on the Elastic vs Standard Table in Dynamics 365. Let’s get’s started. Certainly! In Dynamics 365, let’s explore the difference between Elastic tables and Standard tables in Dataverse. 1. Standard Tables: Included with Power Platform: Standard tables, also known as out of box tables, come pre-defined…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
Recent Comments