Category: Dynamics 365 Customer Service

Dynamics 365 and Power Apps

{How to} Configure custom card for the inbox dynamics 365 Omnichannel

Hello Everyone, Today I am going to share my thoughts on the configuration of custom cards for the inbox dynamics 365 Omnichannel. Let’s get’s started. Certainly! Let’s explore how you can configure custom card settings for the inbox in Dynamics 365 Omnichannel allows users to personalize how their information displays in the inbox by customizing…
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How to restrict deletion of Address Records in Dynamics 365 Apps

Hello Everyone, Today I am going to show how to restrict the users from deleting the Address records in Dynamics 365 Apps. Let’s get’s started. There will be situations where users can bulk delete the records from UI, in order to  restrict the users from deleting the Address records, we can turn OFF the Deletion…
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{Do you know} Create mulitple cases from email sent to multiple mailboxes in Dynamics 365 Omnichannel

Hello Everyone, Today I am going to share my thoughts on create multiple cases from email sent to multple mailboxes in Dynamics 365 Omnichannel. Let’s get’s started. Normally when an email is received to a dedicated mailbox then with the help of routing rules we can create case on Dynamics 365 Customer Service. So creating…
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{How to} Enable record ownership across Business Units in Dynamics 365

Hello Everyone, Today I am going to show how to enable record ownership across Business Units in Dynamics 365. Let’s get’s started. Normally User A from Business Unit A with Role Y – All contacts of the Business Unit A. User B from Business unit B with Role Y – access – All contacts of…
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{How to} Find to know from PPAC Apps not used.

Hello Everyone, Today I am gonna quickly show how to see the Apps that are not used for a while, Login into PPAC Click on Advisor That’s it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY) #365blogpostsin365days

{How to} Anywhere365 WebAgent Integration with Dynamics 365 Customer Service and Microsoft Teams

Hello Everyone, Today I am going to share some points related to the Anywhere365 Integration with Dynamics 365 Customer Service and Microsoft Teams. Let’s get’s started. Anywhere365 WebAgent: Is a powerful tool for contact center agents and knowledge workers. 1. What is Anywhere365 WebAgent? Anywhere365 WebAgent is a modern agent workplace designed to enhance collaboration,…
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{Do you know} Join a Teams call is generally available and on by default

Hello Everyone, Today I am going to share my thoughts on the new feature join a teams call is generally available and on by default. Let’s get’s started. Joining a Teams call has become even more convenient! Starting from April 1, 2024, users can automatically Join Teams calls without any additional setup. Here are the…
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{Omnichannel} Automatically remove customer off hold on call transfer

Hello Everyone, Today I am going to share my thoughts on the call handing automatically remove customer off hold on call transfer(preview feature). Let’s get’s started. Dynamics 365 Customer Service Omnichannel – Customer calls and the agent pick up the call and then the call needs to be transferred to another agent, in that case…
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{How to} Turn on release feature to monthly channel for Power Platform environments

Hello Everyone, Today I am going to show how to turn on the monthly channel(preview feature) for model driven app. Let’s get’s started. Login into www.make.powerapps.com Click on the Apps and Open the Dynamics 365 Customer Service Hub and then settings. So model  driven apps running in Power Platform environments with the app release channel value…
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{How to} Use the Power Platform Settings app

Hello Everyone, Today I am going to share my thoughts on the preview feature use of power platform environment settings app. Let’s get’s started. Certainly! The Power Platform Environment Settings app is a powerful tool that replaces the legacy web client experience. It provides a modern, performant, accessible, secure and extensible settings management experience for…
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