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 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 the new feature enhanced copilot experiences in the web app. Let’s get’s started. The Dynamics 365 Field Service web app now includes enhanced Copilot capabilities. Field managers can use natural language to interact with Copilot for work order information. Which copilot can retrieve summarize…
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Hello Everyone, Today I am going to share my thoughts on the new and intuitive user experience for Field Service Mobile. Let’s get’s started. The new user experience for Dynamics 365 Field Service mobile includes: A modern UX with familiar navigation, gestures and controls. An updated booking form with simplified grids for tasks, products and…
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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 Automating seamless handoffs between marketing and sales. Let’s get’s started. To automate seamless handoffs between marketing and sales in Dynamics 365 Customer Insights, you can: Create sales-related activties and records directly from customer insights – journeys, such as phone calls, tasks, leads or opportunities.This…
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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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