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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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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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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Hello Everyone, Today i am going to show how to add custom button to the ribbon on Dynamics 365 CE Apps using XRMTOOLBOX. Let’s get’s started. Suppose you have a requirement to add a report to the custom button on the Dynamics 365 CE App. How do you that? Open XRMTOOLBOX and connect to your…
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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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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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Hello Everyone, Today i am going to show how to use DISTILL WEB MONITOR on Dynamics 365 Apps. Let’s get’s started. Suppose you have a requirement to monitor a solution deployment then how do you normally do that by visiting frequently on the browser. Now with the DISTILL WEB MONITOR you can enable the tool…
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Hello Everyone, Today i am going to show how to see the sales usage report on Dynamics 365 Sales Hub. Let’s get’s started. Login into Sales Hub. Choose the Sales from settings. Under the Sales Analytics click on Sales Usage Reports. Opportunity Usage Reporting: Opportunity record operations over time, Users Contributing to Opportunity record operations.…
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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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Hello Everyone, Today I am going to show how to set Focused View for tables in Dynamics 365 Sales App. Let’s get’s started. Login into Sales Hub. Select the table like Lead , Opportunity, Account, Contact. Click on account table and then click on the Focused view. Now you have the visibility of the table…
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