Category: Dynamics 365 Sales

Dynamics 365 and Power Apps

{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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{How to} Use Access Team Template on Modern UI Dynamics 365 Sales

Hello Everyone, Today I am going to share how to use Access Team Template on Modern UI of Dynamics 365 Sales. Let’s get’s started Super users or System Admin’s are get used to classic UI when  using Access Team Templates, with the introduction of Modern UI how we can use the Access Team Plates? Let’s…
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{How to} Create description using AI on Model Driven App

Hello Everyone, Today I am going to show how to create a description using AI for Model Driven App. Let’s get’s started. When you create Model Driven App you may need to give it a name and optional description for the Model Driven App. How to generate description for your model driven App? Open your…
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{Do you know} Schedulers and dispatchers get recommendations from Microsoft Teams

Hello Everyone, Today I am going to show new feature benefits that schedulers and dispatchers get recommendations to choose technicians or workers to schedule work orders based on their availability, skills, or expertise. Let’s get’s started. Dispatchers will recieve recommendations on Teams – Scheduling assistant recommends workers and time slots for the jobs. Scheduling assistant…
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What is the significance of Geofencing on Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on a topic which is known by the field service professionals. Let’s get’s started. Today when i was demoing Dynamics 365 Field Service to our client, one of the stakeholder asked what is Geofencing in Dynamics 365 Field Service ? I have answered that the…
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{How to} Add a webresource to display text on Dynamics 365 Model Driven App Site Map

Hello Everyone, Today I am going to show how to add a group and add a page with a webresource. Let’s get’s started. Suppose you had a requirement  to show a plain text when clicked on the menu of the model driven app. How do you do that? Login into www.make.powerapps.com Go  to the solution…
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What are the benefits of making your Copilot multilingual

Hello Everyone, Today I am going to share my views on the benefits of making Copilot multilingual. Let’s get’s started. What are the benefits of the new feature of making Copilot multilingual? So deploying multilingual Copilot, Users can be more effectively scale your localization efforts when building copilots and when providing support through your copilots.…
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{How to} Increase seller productivity with lead profile summaries in Dynamics 365 Sales

Hello Everyone, Today I am going to share my thoughts how to increase seller productivity with lead profile summaries in Dynamics 365 Sales. Let’s get’s started. Increasing seller productivity with lead profile summaries in Dynamics 365 Sales can be achieved by optimizing the CRM system to provide concise, actionable insights. Here are some ways Dynamics…
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{Do you know} Strength of Connection types on Dynamics 365 Sales

Hello Everyone, Today I am going to show strength of the connection types on lead record in Dynamics 365 Sales. Let’s get’s started. Normally when we nurture the leads with the interactions with the contacts within their business and there is predefined visibility how is the relationship with the leads. With the introduction of the…
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{How to} Activte Copilot across all Dynamics 365 Apps on particular environment

Hello Everyone, Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment. Let’s get’s started. 1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment. 2. Change the settings to App Settings 3. Click on Copilot and select…
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