Category: Uncategorized

Dynamics 365 and Power Apps

{How to} Microsoft Teams Integrate with Dynamics 365 Customer Service across different Microsoft Tenants

Hello Everyone, Today I am going to share my thoughts on integrating Microsoft Teams with Dynamics 365 Customer Service across different Microsoft Tenants. Let’s get’s started. Yes, it is possible to integrate Microsoft Teams with Dynamics 365 Customer Service across different Microsoft Tenants. Here are the steps to achieve this: 1. Guest Access in Teams:…
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{Do you know} View recently accessed knowledge articles for case on Dynamics 365 Omnichannel

Hello Everyone, Today I am going to share my thoughts on the new feature view recently accessed knowledge articles for cases on Dynamics 365 Omnichannel. Let’s get’s started. Agents can access recently used knowledge articles so that they can directly review and use them across similar cases without searching for the keyword again. Agents using…
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{How to} Show Support requests to all users on Power Platform Admin Center

Hello Everyone, Today I am going to show support requests to all users on Power Platform Admin Center. Let’s get’s started. Login into Power Platform Admin Center. Then go to settings > Tenant Settings: Select the Support requests visibility and turn on the button and save. So when users login they can see the support…
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{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} Omnichannel allows multiple browsers and split screen for customer service agents

Hello Everyone, Today I am going to share my thoughts on support for multiple browsers and split screen for customer service agent on Dynamics 365 Omnichannel. Let’s get’s started. Normally customer service agents can answers call one browser, if more than one browser is opened you will get an notification on the top of the…
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{How to} Select columns downloaded on mobile devices on model driven apps

Hello Everyone Today I am going to show how to select columns downloaded on mobile device while offline from maker portal for model driven apps. Let’s get’s started. Now you can select the columns of a table that are downloaded on mobile devices for offline use. The fewer columns you select the faster the app…
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{Customer Insights} Use Automation to manage segments and measures

Hello Everyone, Today I am going to share my thoughts on Customer Insights use automation to manage segments and measures. Let’s get’s started. Let’s delve into how to automation can enhance your management of segments and measures. Whether you’re dealing with customer insights, marketing campaigns or data driven strategies automation plays a pivotal role. Here…
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{How to} Enable Chatbot on Power Pages

Hello Everyone, Today I am going to show how to enable chatbot on Power Pages. Let’s get’s started. Once you provision your Power Pages Website, click on the SET UP on the left hand side of the screen. Integrations: Chatbot (Preview)  enable the Create and test chatbot and Publish chatbot on site ON, THEN Click…
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{Customer Insights} Easily manage customer consent from contact and lead forms

Hello Everyone, Today I am going to share my thoughts on easily manage customer consent from contact and lead forms. Let’s get’s started. The enhanced contact and lead forms in Dynamics 365 Customer Insights empower you to swiftly view and update a customer’s consent. This streamlined approach helps you to effortlessly manage the types of…
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{Customer Insights} Build and test Journeys before deploying to production.

Hello Everyone, Today I am going to share my thoughts on Dynamics 365 Customer Insights build and test journeys before deploying to production. Let’s get’s started. In the ever-evloving landscape of customer experience transformation, marketers face the challenge of creating and testing experiences before deploying them to production environments. To address this, Power Platform Solutions…
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