Hello Everyone, Today I am going to share my thoughts on asking about case data in Copilot help pane in Dynamics 365 Customer Service. Let’s get’s started. In Dynamics 365 Customer Service, you can use Copilot to ask about case data. Here are some types of questions agents can ask in the Copilot Ask a…
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Hello Everyone, Today I am going to share my thoughts on improving usability and performance of the schedule board. Let’s get’s started. With this new feature Dynamics 365 Field Service Schedule board enhancements, enhanced user experience, Improved performance, Future proof, Usability and modernization improvements. New feature details: Enhanced user experience: The improved schedule board architecture…
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Hello Everyone, Today I am going to show how to Create and update work orders in Teams with Copilot in Dynamics 365 Field Service. Let’s get’s started. To Create and update work orders in Teams with Copilot in Dynamics 365 Field Service, follow these steps: 1. Set up Copilot Integration: Ensure you have Dynamics 365…
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Hello Everyone, Today I am going to share my thoughts on improving engagement and compliance with double opt-in. Let’s get’s started. Double opt-in adds great value to the email marketing, so ensuring a high quality, engaged subscribers base by requiring users to confirm their subscription through a follow-up email. This process not only reduces spam…
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Hello Everyone, Today i am going to share my thoughts on using segments to decide which path a customer should take on Dynamics 365 Customer Insights. Let’s get’s started. To decide which path a customer should take on Dynamics 365 Customer Insights using segments, you can follow these steps: 1. Create segments: Choose how to…
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Hello Everyone, Today I am going to share my thoughts on Orchestrate Journeys using any marketing interaction in dynamics 365 customer insights. Let’s get’s started. In Dynamics 365 Customer Insights, you can now orchestrate customer journeys based on marketing interactions. Here’s how it works: 1. Marketing Interaction Triggers: Leverage triggers like “email link clicked” or…
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Hello Everyone, Today I am going to share my thoughts on the upcoming new feature improving reliability of insights with advanced bot protection. Let’s get’s started. By Implementing advanced bot protection, you can improve the quality of your insights. The data you collect will be more accurate, representing genuine human interactions. The reliability extends to…
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Hello Everyone, Today I am going to share my thoughts configure list view in the new mobile experience in Dynamics 365 Field Service. Let’s get’s started. In the new Field Service Mobile experience, you can configure list views to display relevant columns for tables such as assets, work orders, or customer accouns . Here are…
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Hello Everyone, Today I am going to share my thoughts on the preview feature: improve engagement by editing emails in live Journeys on Dynamics 365 Customer Insights. Let’s get’s started. To improve engagement by editing emails in live journeys, follow these steps in Dynamics 365 Csutomer Insights – Journeys: 1. In your journeys, select the…
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Hello Everyone, Today I am going share my thoughts on managing crew membership on daily basis on Dynamics 365 Field Service. Let’s get’s started. In Dynamics 365 Field Service, you can efficiently manage crew membership on a daily basis. Here’s how: 1. Create a Crew: A crew is a bookable resource that acts as a…
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