Category: Dynamics 365 Customer Insights

Dynamics 365 and Power Apps

{Do you know} Maker and Admins can see App description from app lists view Power Platform

Hello Everyone, Today I am going to show how to see the description of the app from app lists view on Power Platform Maker Portal. Let’s get’s started. In the Power Apps environment, both makers and admins can now view their apps in a card format. When managing a large number of resources within an…
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{How to} Use Access Team Template on Modern UI Dynamics 365 Sales

Hello Everyone, Today I am going to share how to use Access Team Template on Modern UI of Dynamics 365 Sales. Let’s get’s started Super users or System Admin’s are get used to classic UI when  using Access Team Templates, with the introduction of Modern UI how we can use the Access Team Plates? Let’s…
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{How to} Choose a session from mulitple sessions event in Dynamics 365 Marketing

Hello Everyone, Today I am going to share my thoughts on how to register for session from multiple sessions event on Dynamics 365 Marketing. Let’s get’s started. Boosting Participation and simplifying planning for events with multiple session based registrations in Dynamics 365 Marketing involves leveraging the platform’s capabilities to manage complex event structures efficiently. Dynamics…
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{How to} Create description using AI on Model Driven App

Hello Everyone, Today I am going to show how to create a description using AI for Model Driven App. Let’s get’s started. When you create Model Driven App you may need to give it a name and optional description for the Model Driven App. How to generate description for your model driven App? Open your…
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{Do you know} Schedulers and dispatchers get recommendations from Microsoft Teams

Hello Everyone, Today I am going to show new feature benefits that schedulers and dispatchers get recommendations to choose technicians or workers to schedule work orders based on their availability, skills, or expertise. Let’s get’s started. Dispatchers will recieve recommendations on Teams – Scheduling assistant recommends workers and time slots for the jobs. Scheduling assistant…
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What is the significance of Geofencing on Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on a topic which is known by the field service professionals. Let’s get’s started. Today when i was demoing Dynamics 365 Field Service to our client, one of the stakeholder asked what is Geofencing in Dynamics 365 Field Service ? I have answered that the…
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{How to} Add a webresource to display text on Dynamics 365 Model Driven App Site Map

Hello Everyone, Today I am going to show how to add a group and add a page with a webresource. Let’s get’s started. Suppose you had a requirement  to show a plain text when clicked on the menu of the model driven app. How do you do that? Login into www.make.powerapps.com Go  to the solution…
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[Do you know] Move Specific Configurations between environments on Dynamics 365 Customer Insights

Hello Everyone, Today I am going to share my thoughts on new feature – Move specific configurations between environments on Dynamics 365 Customer Insights. Let’s get’s started. Here is a graphical representation of a user interface for Dynamics 365 Customer Insights, illustrating the process of moving specific configurations between environments. On Dynamics 365 Customer Insights…
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{How to} Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights

Hello Everyone, Today I am going to show what are the benefits of personalize omnichannel experiences with no code using Optimizely. Let’s get’s started. Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights involves leveraging the capabilities of both platforms to deliver tailored experiences to your customers,Here’s how you can achieve…
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{How to} Add Customer Insights Data for your trial or licensed environments

Hello  Everyone, Today I am going to show how to add Customer Insights data on your trial or licensed environments. Let’s get’s started. 1. Login into Dynamics 365 Customer Insights. 2. On home page screen click on the ADD Customer Insights – Data 3. New window will  be opened and load the data into the…
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