Category: Dataverse

Dynamics 365 and Power Apps

{How to} Enable Customer support swarming(preview) on Dynamics 365 Customer Service Hub

Hello Everyone, Today I am going to share my thoughts  and how to enable Customer support swarming which is in preview on Dynamics 365 Customer Service Hub. Let’s get’s started. Customer support swarming in Dynamics 365 Customer Service allows agents to collaborate with experts across the organization to resolve complex cases more efficiently. Here’s how…
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{How to) Set custom home page on Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show how to enable default tab for Home Page on Model Driven App. Let’s get’s started. Normally when you login into Model Driven App like Customer Service App or Sales App etc.. Dashboard is displayed. But if we want to display change settings – how do you do…
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{Do you know} Enable makers to create copilot AI columns during table or column creation in Dataverse

Hello Everyone, Today I am going to share my thoughts on the preview feature: Enable makers to create Copilot AI columns during table or column creation in Dataverse. Let’s get’s started. Information workers face an overwhelming influx of data, dedicating significant time to reading and processing it daily. Additionally, they invest substantial effort in preparing…
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{Do you know} Create virtual table to native table relationships in Dataverse

Hello Everyone, Today i am going to share my thoughts on  create virtual table to native table relationships on Dataverse. Let’s get’s started. This new feature empowers makers to build applications through lookups and filtering using the power of virtual tables. Allows makers to build complex multi-table applications where virtual table to native table relationships…
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{Do you know} Maintain security role privileges for better ALM solution import on Dataverse

Hello Everyone, Today I am going to share my thoughts on the maintain security role privileges for better ALM solution import on Dataverse. Let’s get’s started. Let’s discuss maintaining security role previleges for better Application Lifecycle Management(ALM) solution imports. When working with Power Platform and Dataverse managed solutions, it’s essential to handle security roles effectively.…
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{Do you know} Assisted mapping for standard dataflows in Microsoft Dataverse

Hello Everyone, Today I am going to share my thoughts on the Assisted mapping for standard dataflows in Microsoft  Dataverse. Let’s get’s started. Suppose there is a data migration work where you need to map the fields for the table selected manually which is daunting task isn’t it?  So with the introduction of the assisted…
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{How to} Make connection to Dynamics 365 Customer Voice App and give access to users from maker portal

Hello Everyone, Today  I am going to show how to make connection to the customer voice app and give permission to use the Dynamics 365 Customer Voice in the project by the developers. Let’s get’s staretd. Suppose there is a use case: On a Dynamics 365 CE Project theere is a requirement to use the…
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{How to} Get real time tips and suggested answers during Teams meetings on Dynamics 365 Sales

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…
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{How to} Use Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service

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…
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{How to} Timeline Highlights help users quickly access actionable record updates on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the timeline highlights help users quickly access actionable record updates on Dynamics 365 Customer Service. Let’s get’s started. Timeline Highlights in Dynamics 365 Customer Service provide a concise view of significant record updates.  These highlights allow users to  quickly access relevant information without sifting through…
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