Hello Everyone, Today I am going to share my thoughts on Collaborae with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales. Let’s get’s started. AI-powered planner tasks can significantly enhance collaboration within sales teams. Here’s how it works: 1. Automated Prompting: The Copilot for Sales bot in Microsoft Teams channels automatically scans…
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Hello Everyone, Today I am going to share my thoughts on tracking more fields as part of saving emails or events to CRM Microsoft Copilot for sales. Let’s get’s started. Certainly! To track additional fields when saving emails or events to your CRM using Microsoft Copilot for Sales, follow these steps: 1. Access Admin Settings:…
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Hello Everyone, Today I am going to share my thoughts on automatically save attachments when saving emails to CRM on Microsoft Copilot for Sales. Let’s get’s started. Certainly! When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email. This feature ensures that crucial…
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Hello Everyone, Today I am going to share my thoughts on real time tips and suggested answers during teams meetings in Microsoft Sales Copilot. Let’s get’s started. The real time sales tips feature in Microsoft Teams is part of Copilot for Sales. Here’s what you need to know. 1. Purpose: During virtual Teams meetings, Copilot…
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Hello Everyone, Today I am going to share my thoughts on unlimited application installs now in Customer Insights. Let’s get’s started. As of June 30, 2024, Microsoft has removed application installation limits for Dynamics 365 Customer Insights. Previously, there were restrictions on the number of installations per base license, but now you have unlimited application…
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Hello Everyone, Today I am going to share my thoughts on keeping facebook audiences in sync with single connection export customer insights data. Let’s get’s started. With the recent release, managing your Facebook Ads exports in Dynamics 365 Customer Insights has become easier. Now you can manage all your Facebook Ads exports using a single…
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Hello Everyone, Today I am going to show how to subscribe to Azure Communication Services on Azure Portal. Let’s get’s started. Let’s say you have a requirement to Dynamics 365 Customer Service Omnichannel Voice Calls configuration. In order to progress with the voice calls you will need Azure Communication Services(ACS) on Azure Portal. Make sure…
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Hello Everyone, Today I am going to share my thoughts: use overflow for lengthy wait times for work items dynamics 365 customer service. Let’s get’s started. Overflow handling in Dynamics 365 Customer Service can be a lifesaver during peak demand or when agents are unavailable. Here’s how it works: 1. Set Wait Time Limit: Administrators…
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Hello Everyone, Today i am going to share my thoughts on the new feature of option sets for field mapping in integrated search in Dynamics 365 Customer Service. Let’s get’s started. Let me provide you with some information about option sets for field mapping in integrated search within Dynamics 365 Customer Service. As part of…
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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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