Hello Everyone, Today i am going to share my thoughts on using segments to decide which path a customer should take on Dynamics 365 Customer Insights. Let’s get’s started. To decide which path a customer should take on Dynamics 365 Customer Insights using segments, you can follow these steps: 1. Create segments: Choose how to…
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Hello Everyone, Today I am going to share my thoughts on the upcoming new feature improving reliability of insights with advanced bot protection. Let’s get’s started. By Implementing advanced bot protection, you can improve the quality of your insights. The data you collect will be more accurate, representing genuine human interactions. The reliability extends to…
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Hello Everyone, Today I am going to share my thoughts configure list view in the new mobile experience in Dynamics 365 Field Service. Let’s get’s started. In the new Field Service Mobile experience, you can configure list views to display relevant columns for tables such as assets, work orders, or customer accouns . Here are…
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Hello Everyone, Today I am going share my thoughts on managing crew membership on daily basis on Dynamics 365 Field Service. Let’s get’s started. In Dynamics 365 Field Service, you can efficiently manage crew membership on a daily basis. Here’s how: 1. Create a Crew: A crew is a bookable resource that acts as a…
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Hello Everyone, Today I am going to share my thoughts on integrating the financial and inventory management from Dynamics 365 Field Service. Let’s get’s started. Integrating financial and inventory management can significantly enhance operational efficiency. Here are some ways to achieve this: 1. Dynamics 365 Integration: Dynamics 365 Field Service can seamlessly integrate with Dynamics…
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Hello Everyone, Today I am going to share my thoughts on Integration of Dynamics 365 Field Service with Dynamics 365 Business Central. Let’s get’s started. To integrate Dynamics 365 Field Service with Business Central, follow these steps: 1. In Business Central, go to the Assisted Setup page. 2. Choose Set up integration to Dynamics 365…
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Hello Everyone, Today I am going to share my thoughts on managing postal codes globally on Dynamics 365 Field Service. Let’s get’s started. Managing postal codes globally in Dynamics 365 Field Service is crucial for efficient service operation’s. Here’s how you can achieve this: 1. Global Postal Code Support: Organisations can now handle service areas…
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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…
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Hello Everyone, Today I am going to share my thoughts on the Customizing how records are sorted in the Dynamics 365 Customer Service Inbox. Let’s get’s started. Certainly! To customize how records are sorted in the Dynamics 365 Customer Service inbox, follow these steps: 1. Admin Configuration: As a administrator, access the Customer Service admin…
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Hello Everyone, Today I am going to share my thoughts on bringing your own entity into the inbox on Dynamics 365 Customer Service. Let’s get’s started. In Dynamics 365 Customer Service, administrators can add custom entities to the inbox and custom entities to the inbox and create inbox views. The feature provides by allowing you…
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