Hello Everyone, Today I am going to show how to resolve the error “Selected in the From field does not have the option enabled to allow other users to send the email on their behalf on Dynamics 365 Customer Service App. Let’s get’s started. Suppose you have a user account on Dynamics 365 Customer Service…
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Hello Everyone, Today I am going to share my thoughts on tracking more fields as part of saving emails or events to CRM Microsoft Copilot for sales. Let’s get’s started. Certainly! To track additional fields when saving emails or events to your CRM using Microsoft Copilot for Sales, follow these steps: 1. Access Admin Settings:…
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Hello Everyone, Today I am going to share my thoughts on automatically save attachments when saving emails to CRM on Microsoft Copilot for Sales. Let’s get’s started. Certainly! When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email. This feature ensures that crucial…
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Hello Everyone, Today I am going to share my thoughts on unlimited application installs now in Customer Insights. Let’s get’s started. As of June 30, 2024, Microsoft has removed application installation limits for Dynamics 365 Customer Insights. Previously, there were restrictions on the number of installations per base license, but now you have unlimited application…
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Hello Everyone, Today i am going to share my thoughts on the new feature of option sets for field mapping in integrated search in Dynamics 365 Customer Service. Let’s get’s started. Let me provide you with some information about option sets for field mapping in integrated search within Dynamics 365 Customer Service. As part of…
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Hello Everyone, Today I am going to share my thoughts on asking about case data in Copilot help pane in Dynamics 365 Customer Service. Let’s get’s started. In Dynamics 365 Customer Service, you can use Copilot to ask about case data. Here are some types of questions agents can ask in the Copilot Ask a…
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Hello Everyone, Today I am going to share my thoughts on improving usability and performance of the schedule board. Let’s get’s started. With this new feature Dynamics 365 Field Service Schedule board enhancements, enhanced user experience, Improved performance, Future proof, Usability and modernization improvements. New feature details: Enhanced user experience: The improved schedule board architecture…
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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…
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Hello Everyone, Today I am going to share my thoughts on the new feature enhanced copilot experiences in the web app. Let’s get’s started. The Dynamics 365 Field Service web app now includes enhanced Copilot capabilities. Field managers can use natural language to interact with Copilot for work order information. Which copilot can retrieve summarize…
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Hello Everyone, Today I am going to share my thoughts on the new and intuitive user experience for Field Service Mobile. Let’s get’s started. The new user experience for Dynamics 365 Field Service mobile includes: A modern UX with familiar navigation, gestures and controls. An updated booking form with simplified grids for tasks, products and…
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