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 refresh the Power BI Report datasets on Power BI Service. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the the Power BI Then you will land on POWER BI Workspace and select the report and click on refresh icon. That’s it for today. I hope this helps. Malla Reddy…
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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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Hello Everyone, In my previous post i have shown how to do update of Dynamics 365 Apps. Today i am going to show how to find out your Dynamics 365 Apps have updates available ? Login into www.admin,powerplatform.microsoft.com Choose the Environment and click on Dynamics 365 Apps and look for Dynamics 365 for Field Service as…
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Hello Everyone, Today i am going to show how to update the Dynamics 365 Apps in Environment. In this example i am i will show how to update the Power Apps App Copilot App . Login into Power Platform Admin Center. Click on the environments and choose the environment that you would like to update…
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Hello Everyone, Today I am going to share how to enable email validation on Dynamics 365 Sales for leads and contacts. Let’s get’s started. What are the benefits of Email validations(preview) 1. This will alert sellers when a lead or contact have same email address that are known or suspected to be invalid. 2. Only…
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