Hello Everyone, Today I am going to share my thoughts how to increase seller productivity with lead profile summaries in Dynamics 365 Sales. Let’s get’s started. Increasing seller productivity with lead profile summaries in Dynamics 365 Sales can be achieved by optimizing the CRM system to provide concise, actionable insights. Here are some ways Dynamics…
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Hello Everyone, Today I am going to show what are the benefits of personalize omnichannel experiences with no code using Optimizely. Let’s get’s started. Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights involves leveraging the capabilities of both platforms to deliver tailored experiences to your customers,Here’s how you can achieve…
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Hello Everyone, Today I am going to show how to add Customer Insights data on your trial or licensed environments. Let’s get’s started. 1. Login into Dynamics 365 Customer Insights. 2. On home page screen click on the ADD Customer Insights – Data 3. New window will be opened and load the data into the…
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Hello Everyone, Today I am going to show new feature which is available for Jan 2024 preview. Let’s get’s started. Copilot for Dynamics 365 Customer Insights is powered by AI to provide answers to your queries. What you do is “you will interact with your data” via Copilot as an interface between you and Customer…
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Hello Everyone, Today I am going to show how to configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams. Let’s get’s started. Login into Dynamics 365 Field Service. Go to Settings > Collaborations. Microsoft Teams Collaboration and chat: 1. Turn…
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Hello Everyone, Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment. Let’s get’s started. 1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment. 2. Change the settings to App Settings 3. Click on Copilot and select…
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Hello Everyone, Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales. Let’s get’s started. Dynamics 365 Sales – Sales team work on multiple opportunity and dynamically, as information is scattered across the system. Getting the information out of the mulitple opportunities will be time consuming…
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Hello Everyone, Today i am going to show new feature which you can use to input text by using copilot to define clear message. Let’s get’s started. Users can use Copilot to quickly generate well written text that can be used as input text into the text boxes in power apps. With this feature users…
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Hello Everyone, Today i am going to show single table search option in Dynamics 365 CE Apps from Power Platform Admin Center. Let’s get’s started. When we enable Dataverse Search in your environment it will be supported in Model Driven Apps will also receive search improvements. Also you can enable Share Search analytics with Microsoft…
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Hello Everyone, Today I am going to show to prevent social data into Dynamics 365 CE. Let’s get’s started. Now you can prevent Social media data entering into Dynamics 365 CE. How do you do that ? Login into Power Platform Admin Center. Select the environment you want to enable this feature. Then click on…
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