Tag: #uk365guy

Dynamics 365 and Power Apps

{How to} Draft emails using Copilot in email editor on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the drafting emails using Copilot in email editor on Dynamics 365 Customer Service. Let’s get’s started. To draft email using Copilot in the email editor within Dynamics 365 Customer Service, follow these steps: 1. Open Dynamics 365 Customer Service: Log in to your Dynamics…
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{How to} Get relevant results with filters for Copilot Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on get relevant results with filters for Copilot Dynamics 365 Customer Service. Let’s get’s started. Certainly! To get relevant with filters for Copilot in Dynamics 365 Customer Service, follow these steps: 1. Open Copilot Report: To view the Copilot report, Open Customer Service historical analytics…
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{How to} Read Copilot Responses on the UI incrementally on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the Read Copilot responses on the UI incrementally on Dynamics 365 Customer Service. Let’s get’s started. To read Copilot responses incrementally within the Dynamics 365 Customer Service UI, follow these  steps: Customer Service Agents have to wait for Copilot to generate the entire response…
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{How to} Timeline Highlights help users quickly access actionable record updates on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the timeline highlights help users quickly access actionable record updates on Dynamics 365 Customer Service. Let’s get’s started. Timeline Highlights in Dynamics 365 Customer Service provide a concise view of significant record updates.  These highlights allow users to  quickly access relevant information without sifting through…
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{How to} Microsoft Teams Integrate with Dynamics 365 Customer Service across different Microsoft Tenants

Hello Everyone, Today I am going to share my thoughts on integrating Microsoft Teams with Dynamics 365 Customer Service across different Microsoft Tenants. Let’s get’s started. Yes, it is possible to integrate Microsoft Teams with Dynamics 365 Customer Service across different Microsoft Tenants. Here are the steps to achieve this: 1. Guest Access in Teams:…
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{Do you know} Filter Copilot content based on table attributes in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the filter Copilot content based on the table attributes. Let’s get’s started. Filter content automatically based on attributes from entities such as customer profile so that agents don’t select the filters that need to be applied. 1. Filters are automatically applied based on a…
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{Do you know} Forecast case volumes daily and a 15 minute intervals in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the forecast case volumes daily and a 15 minute intervals on Dynamics 365 Customer Service App. Let’s get’s started. Customer Service Managers usually checks how the cases has been resolved and timelines and SLA are met according to the agreed timelines with the customer.…
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{Do you know} Use monthly channel for features in Customer Service apps

Hello Everyone, Today I am going to share my thoughts on the new feature to use monthly channel for features in Customer Service apps. Let’s get’s started. Microsoft usually release new features wave1 and wave3 per annum, with the new introduction of monthly releases customers can leverage the new functionality within the business. New feature…
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{Do you know} Save notes faster with Quick save in Dynamics 365 Omnichannel

Hello Everyone, Today I am going to share my thoughts on the Save notes faster with Quick save in Dynamics 365 Omnichannel. Let’s get’s started. With the Quick Save functionality, agents can save their notes faster by selecting  Ctrl+S on the keyboard. This functionality helps boost productivity and removes the need to use “Save”  or…
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{Do you know} Power Apps Analytics from Power Platform Admin Center

Hello Everyone, Today I am going to show how to see the Power Apps Analytics from Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Expand Analytics > Power Apps You can see the overview and Environment View,  Filter by : Usage, Maker Activity, App Inventory Environment Filters: Name, Type, Region. App filters –…
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