Category: Dynamics 365 Customer Service

Dynamics 365 and Power Apps

{Do you know} Filter Copilot content based on table attributes in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the filter Copilot content based on the table attributes. Let’s get’s started. Filter content automatically based on attributes from entities such as customer profile so that agents don’t select the filters that need to be applied. 1. Filters are automatically applied based on a…
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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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{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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