Category: Dataverse

Dynamics 365 and Power Apps

{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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{Do you know} Forecast case volumes daily and a 15 minute intervals in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the forecast case volumes daily and a 15 minute intervals on Dynamics 365 Customer Service App. Let’s get’s started. Customer Service Managers usually checks how the cases has been resolved and timelines and SLA are met according to the agreed timelines with the customer.…
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{Do you know} Use monthly channel for features in Customer Service apps

Hello Everyone, Today I am going to share my thoughts on the new feature to use monthly channel for features in Customer Service apps. Let’s get’s started. Microsoft usually release new features wave1 and wave3 per annum, with the new introduction of monthly releases customers can leverage the new functionality within the business. New feature…
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{Do you know} Save notes faster with Quick save in Dynamics 365 Omnichannel

Hello Everyone, Today I am going to share my thoughts on the Save notes faster with Quick save in Dynamics 365 Omnichannel. Let’s get’s started. With the Quick Save functionality, agents can save their notes faster by selecting  Ctrl+S on the keyboard. This functionality helps boost productivity and removes the need to use “Save”  or…
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