Category: Dynamics 365 Customer Service

Dynamics 365 and Power Apps

{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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{Do you know} Enhancements in email composition experience for agents in Dynamics 365 Customer Service

Hello Everyone, Today i am going to share my thoughts on preview feature enhancement in email composition experience for agents on Dynamics 365 Customer Service. Let’s get’s started. Certainly! Let’s delve into the enhancements that have been introduced to improve the email composition experience for agents. 1. Drag and Drop Recipients: Agents can now seamlessly…
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What is the difference between Standard and Elastic tables in Dataverse?

Hello Everyone, Today I am going share my thoughts on the Elastic vs Standard Table in Dynamics 365. Let’s get’s started. Certainly! In Dynamics 365, let’s explore the difference between Elastic tables and Standard tables in Dataverse. 1. Standard Tables: Included with Power Platform: Standard tables, also known as out of box tables, come pre-defined…
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{How to} Export Dynamics 3765 CE table columns along its data types

Hello Everyone, Today  I am going to show how to export the Dynamics 365 CE table columns and its data types. Let’s get’s started. Suppose you have a request from business to export the dynamics 365 CE data along with its data types. How do you do that? Certainly! To export Dynamics 365 CE table…
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{Do you know} How to change the model driven app record icon appearance

Hello Everyone, Today I am going to show how to change the model driven app appearance. Let’s get’s started. Login into Dynamics 365 Customer Service Hub. Select the ” Focused View” from Account Table List view. Then account records will be on the focused view. Click on three dots on focused view and then click…
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{Do you know} Set timelines display layout types on Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show types of timelines display layout on Dynamics 365 CE. Let’s get’s started. How do you set this display layout on Dynamics 365 CE Timeline View. Login into Dynamics 365 Customer Service HUB. Open an Account record as an example: Go to the Timeline view and click on…
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{How to} disable empty address record creation in Dynamics 365

Hello Everyone, Today I am going to show how to disable empty address record creation in Dynamics 365. Let’s get’s started. Normally we can create a Account, Contact, or Lead etc without address columns filled in. If you want to disable records being created without address columns filled in then continue reading this blog post.…
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{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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