Category: Dynamics 365 Customer Insights

Dynamics 365 and Power Apps

{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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{Do you know} Define formula columns using natural language in Dataverse

Hello Everyone, Today i am going to show to create a formula column using natural language in Dataverse. Let’s get’s started. Login into maker portal www.make.powerapps.com Go to tables and select the table where you want to create the column. Go to the Columns area and then select the New Column. Then enter  Display name…
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{Do you know} how to govern data access with business units and role based access control in Dynamics 365 Customer Insights

Hello Everyone, Today I am going to show how to govern data access with business units and role based access control in Dynamics 365 Customer Insights. Let’s get’s started. Role based access control allows administrators to regulate access to customer profile, segments and measures based on business units, because these controls are applied to the…
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{Do you know} how the audit log displays when a user access Dynamics 365 through Mobile App

Hello Everyone, Today I am going to share how the audit log will be displayed when a user access the Dynamics 365 through mobile app. Let’s get’s started. Normally  Dynamics 365 CE Mobile App users get access through: 1. Login into Dynamics 365 CE 2. Go to Security 3. Security role 4. Business Management tab…
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Simplify and optimize segments using query assist copilot in Dynamics 365 Marketing

Hello Everyone, Today  I am going to share new feature on Dynamics 365 Marketing on how to simplify and optimize segements using query assist copilot. Let’s get’s started. Before when we create a segment we have to manually select the conditions to complete the segmentation of the records. Now with updated copilot -enhanced query assist…
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Dynamics 365 Marketing create content with Copilot image recommendations.

Hello Everyone, Today I am going to show how to create compelling content with Copilot image recommendations. Let’s get’s started. Visual content is critical to capturing your audience’s attention increasing engagement with your brand and conveying your message more effectively. Copilot assistant automatically identifies a selection of images from your library that best complement your…
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{Do you know} how to check the deployment schedule for Dynamics 365 Environment Updates

Hello Everyone, Today I am going to show how to check the deployment schedule of the software updates for your Dynamics 365 Environments. Let’s get’s started. Login into Power Platform Admin Center. Open the environment and look for the Updates section where you can see the Deployment Schedule. Normally a release cycle, all  environments  are…
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How to capture azure service bus queue and send email from Dynamics 365 Marketing

Hello Everyone, Today I am going to share my thoughts on how to capture azure service bus queue and send email from Dynamics 365 Marketing. Let’s get’s started. Suppose there is a requirement to send emails from Dynamics 365 Marketing by capturing queues from Azure Service Bus Queue. Where would queues coming from ? They…
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Build new segments using Copilot in Dynamics 365 Customer Insights

Hello Everyone, Today I am going to show how to build new segment using Query Assist in Dynamics 365 Customer Insights. Let’s get’s started. When you start creating a new segment, you need to define three things: 1.Name of the segment: All contacts who opted in. 2.Select a target audience: Contacts, Lead 3.Query assist: Can…
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