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 configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams. Let’s get’s started. Login into Dynamics 365 Field Service. Go to Settings > Collaborations. Microsoft Teams Collaboration and chat: 1. Turn…
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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 I am going to show how to add style to your brand profiles and create reusable themes on Dynamics 365 Marketing. Let’s get’s started. On Dynamics 365 Marketing you can create email templates but maintaining a consistent brand identity is key for building customer experience and increasing brand recognition. However replicating brand…
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Hello Everyone, Today I am going to show how to audit environmnt management operations. Let’s get’s started. Microsoft Purview and Microsoft Defender are solutions that allow customers to search and archive events that can be applied to compliance and security use cases. How do you do that? Power apps activities are tracked from the Microsoft…
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Hello Everyone, Today I am going to show how to route the new makers into their own developer environments. Let’s get’s started. Login into Power Platform Admin Center(PPAC) Go to the Settings. On the tenant setting page select the Environment Routing(Preview). When a new makers login then they are routing to their respective environments. Once the…
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Hello Everyone, Today i am going to show new feature which you can use to input text by using copilot to define clear message. Let’s get’s started. Users can use Copilot to quickly generate well written text that can be used as input text into the text boxes in power apps. With this feature users…
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Hello Everyone, Today I am going to show how to create Mobile Offline Profiles for Dynamics 365 Mobile App Users. Let’s get’s started. For Dynamics 365 Model Driven App Mobile App Users – to control the amount of data being downloaded to user’s device for offline access. Dynamics 365 Mobile App users access to the…
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