Category: Dataverse

Dynamics 365 and Power Apps

{Do you know} Use segments to decide which path a customer should take on Dynamics 365 Customer Insights

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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{Do you know} Upcoming feature Improve reliability of insights with advanced bot protection

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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{Do you know} Configure list view in the new mobile experience in Dynamics 365 Field Service

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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{Do you know} Manage crew membership on daily basis on Dynamics 365 Field Service.

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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{How to} Integrate financial and inventory management from Dynamics 365 Field Service

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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{Do you know} Integrate Dynamics 365 Field Service with Business Central

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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{Do you know} Manage postal codes globally on Dynamics 365 Field Service

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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{Do you know} Get automatic prompts from Copilot on Dynamics 365 Customer Service

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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{How to} Customize how records are sorted in the Dynamics 365 Customer Service inbox

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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{How to} Bring your own entity into the inbox on Dynamics 365 Customer Service

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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