Category: Dynamics 365 Customer Insights

Dynamics 365 and Power Apps

{Do you know} Interact with your data using Copilot for Customer Insights

Hello Everyone, Today I am going to show new feature which is available for Jan 2024 preview. Let’s get’s started. Copilot for Dynamics 365 Customer Insights is powered by AI to provide answers to your queries. What you do is “you will interact with your data” via Copilot as an interface between you and Customer…
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{New} Export-import segments and assignment rules between environments

Hello Everyone, Today I am going to show how you can export import segments and assignment rules between environments. Let’s get’s started. With the new features: Sales Managers and an Administrator need to set up assigment rules in multiple environments like sandbox, dev, test or production. This increases the time taken to transfer rules from…
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{How to} Increase lead conversions by routing to the correct sales representative

Hello Everyone, Today I am going to show how to configure the Assignment rules for lead qualifications criteria to increase the lead conversions by routing to the correct sales rep. Let’s get’s started. As an Organisation want to win more deals and focus more on lead conversions and its all manual process in Dynamics 365…
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{Do you know} create brand profiles and create reusable themes on Dynamics 365 Marketing

Hello Everyone, Today I am going to show how to add style to your brand profiles and create reusable themes on Dynamics 365 Marketing. Let’s get’s started. On Dynamics 365 Marketing you can create email templates but maintaining a consistent brand identity is key for building customer experience and increasing brand recognition. However replicating brand…
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{How to} Enable Advanced Settings redirection in dynamics 365 environment

Hello Everyone, Today iam going to show how to enable advanced settings redirection in Dynamics 365 Model Driven App Environment. Let’s get’s started. Login into Power Platform Admin Center. Choose the environment and Settings and Features, turn ON Advanced Settings Redirection. When enabled the advanced settings toolbar links within product experiences will be redirected to…
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{Do you know} Single table search option in Dynamics 365 CE Apps from Power Platform Admin Center

Hello Everyone, Today  i am going to show single table search option in Dynamics 365 CE Apps from Power Platform Admin Center. Let’s get’s started. When we enable Dataverse Search in your environment it will be supported in Model Driven Apps will also receive search improvements. Also you can enable Share Search analytics with Microsoft…
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{How to} Create Mobile Offline Profiles for Dynamics 365 Model Driven App Mobile Users

Hello Everyone, Today  I am going to show how to create Mobile Offline Profiles for Dynamics 365 Mobile App Users. Let’s get’s started. For Dynamics 365 Model Driven App Mobile App Users – to control the amount of data being downloaded to user’s device for offline access. Dynamics 365 Mobile App users access to the…
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{How to} Prevent Social data entering into Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show to prevent social data into Dynamics 365 CE. Let’s get’s started. Now you can prevent Social media data entering into Dynamics 365 CE. How do you do that ? Login into Power Platform Admin Center. Select the environment you want to enable this feature. Then click on…
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{New} New and refreshed controls in building canvas apps

Hello Everyone, Today i am going to show new feature that you can build canvas apps by using new and refreshed controls. Let’s get’s started. As you know Power Apps has alot of controls to build canvas apps and aligning to the latest Microsoft Fluent Design System. This provides makers with beautiful controls and experiences…
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Configure model driven app for offline use Dynamics 365

Hello Everyone, Today I am going to show how to configure model driven app for offline use. Let’s get’s started. Open the Model Driven App. Edit the app and the click on settings Enable can be used offline(refer to above screenshot) Then you should be able to use Model Driven App offline. That’s it for…
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