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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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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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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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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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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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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Hello Everyone, Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales. Let’s get’s started. Dynamics 365 Sales – Sales team work on multiple opportunity and dynamically, as information is scattered across the system. Getting the information out of the mulitple opportunities will be time consuming…
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Hello Everyone, Today I amgoing to show how to close the Quote with new field Create a Revised Quote – field on Quote Table. Let’s get’s started. Dynamics 365 Sales -rely on quotes to give information about the product or service pricing. So Quotes serves as a formal offers, outlining the terms, pricing and specifications…
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Hello Everyone, Today I am going to show how to configure the Assignment rules for lead qualifications criteria to increase the lead conversions by routing to the correct sales rep. Let’s get’s started. As an Organisation want to win more deals and focus more on lead conversions and its all manual process in Dynamics 365…
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Hello Everyone, Today iam going to show how to enable advanced settings redirection in Dynamics 365 Model Driven App Environment. Let’s get’s started. Login into Power Platform Admin Center. Choose the environment and Settings and Features, turn ON Advanced Settings Redirection. When enabled the advanced settings toolbar links within product experiences will be redirected to…
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