Category: Dynamics 365 Customer Service

Dynamics 365 and Power Apps

{Do you know} How many activity types needs to be activated per table?

Hello Everyone, Today i am going to share how many activities types needs to be activated per table in Dynamics 365 CE Apps. Let’s get’s started. Have you ever faced delay in loading the timeline? It is yes then according to Microsoft Selecting more than 10 activity types will slow down your timeline. So always…
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{How to} enable case forecasting(Preview) in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share how to enable case forecasting in Dynamics 365 Customer Service. Let’s get’s started. Login into Dynamics 365 and choose Customer Service admin center App. Case forecasting(preview) Manage configuration for case forecasting. At least 2 weeks of historical case records are required to generate a forecast. Enable case forecasting…
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{How to} set up Guided Channel Setup in Dynamics 365 Customer Service

Hello Everyone, Today i am going to show how to set up Guided Channel Setup in Dynamics 365 Customer Service. Let’s get’s started. Suppose you want to configure how the customers can contact your business either Email or Case in Dynamics 365 Customer Service. How do you do that? Login into Customer Service Hub an…
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{How to} Enable Enhanced Full Case Form in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share what is the significance of  Enhanced Full Case Form in Dynamics 365 Customer Service. Let’s get’s started. In the Dynamics 365 Customer Service – Agents create and work on multiple cases and need to switch between multiple screens to view customer details or refer to past cases…
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Set Advisor Program Preview in Dynamics 365 CE Apps

Hello Everyone, Today i am going to show how it looks when an advisor program is enabled in your organisation. Suppose if your organisation is enabled the Advisor Program(Preview) feature in your organisation so when a user from the advisor program logins in then the user will be prompted with a slide whether you want…
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{Did you know} Modern security role editor experience in the Power Platform admin center

Hello Everyone, Today i am going to share how to use the Modern security role editor experience in the Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the environment and then settings; New window will be displayed with all the security roles and some noticable changes like display only parent security roles to toggle turn ON…
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More with Pipeline in Power Platform

Hello Everyone, Today i am going to share my thoughts on pipeline, we can do more with it. Let’s get’s started. Pipeline in Power Platform typically refer to data integration pipeline created using Power Automate or Power Apps. These pipelines allow you to automate workflows and integrate data across various Microsoft and third party applications.…
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How do you know your Dynamics 365 Apps have updates available

Hello Everyone, In my previous post i have shown how to do update of Dynamics 365 Apps. Today i am going to show how to find out your Dynamics 365 Apps have updates available ? Login into www.admin,powerplatform.microsoft.com Choose the Environment and click on Dynamics 365 Apps and look for Dynamics 365 for Field Service as…
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{How to} update Power Apps App Copilot App in Environments

Hello Everyone, Today i am going to show how to update the Dynamics 365 Apps in Environment. In this example i am i will show how to update the Power Apps App Copilot App . Login into Power Platform Admin Center. Click on the environments and  choose the environment that you would like to update…
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New Microsoft Certifications Path for Power Platform and Dynamics 365

Hello Everyone, Today i am going to show Microsoft Certification path for Power Platform and Dynamics 365. May be you are new to Microsoft Domain or New to Power Platform or Dynamics 365 or Azure or Microsoft 365  and you would like to start your certification journey.  Then this blog is for you. Please click here to see…
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