Tag: #uk365guy

Dynamics 365 and Power Apps

{Do you know} Manage crew membership on daily basis on Dynamics 365 Field Service.

Hello Everyone, Today I am going share my thoughts on managing crew membership on daily basis on Dynamics 365 Field Service. Let’s get’s started. In Dynamics 365 Field Service, you can efficiently manage crew membership on a daily basis. Here’s how: 1. Create a Crew: A crew is a bookable resource that acts as a…
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{How to} Integrate financial and inventory management from Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on integrating the financial and inventory management from Dynamics 365 Field Service. Let’s get’s started. Integrating financial and inventory management can significantly enhance operational efficiency. Here are some ways to achieve this: 1. Dynamics 365 Integration: Dynamics 365 Field Service can seamlessly integrate with Dynamics…
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{Do you know} Manage postal codes globally on Dynamics 365 Field Service

Hello Everyone, Today I am going to share my thoughts on managing postal codes globally on Dynamics 365 Field Service. Let’s get’s started. Managing postal codes globally in Dynamics 365 Field Service is crucial for efficient service operation’s. Here’s how you can achieve this: 1. Global Postal Code Support: Organisations can now handle service areas…
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{Do you know} Get automatic prompts from Copilot on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on the Dynamics 365 Customer Service getting automatic prompts from Copilot. Let’s get’s started. Copilot in Dynamics 365 Customer Service Provides real-time assistance to customer service agents. One of its features is automatic prompts. When enabled in the Customer Service admin center, these prompts give…
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{How to} Customize how records are sorted in the Dynamics 365 Customer Service inbox

Hello Everyone, Today I am going to share my thoughts on the Customizing how records are sorted in the Dynamics 365 Customer Service Inbox. Let’s get’s started. Certainly! To customize how records are sorted in the Dynamics 365 Customer Service inbox, follow these steps: 1. Admin Configuration: As a administrator, access the Customer Service admin…
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{How to} Bring your own entity into the inbox on Dynamics 365 Customer Service

Hello Everyone, Today I am going to share my thoughts on bringing your own entity into the inbox on Dynamics 365 Customer Service. Let’s get’s started. In Dynamics 365 Customer Service, administrators can add custom entities to the inbox and custom entities to the inbox and create inbox views.  The feature provides by allowing you…
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{How to} Enable Customer support swarming(preview) on Dynamics 365 Customer Service Hub

Hello Everyone, Today I am going to share my thoughts  and how to enable Customer support swarming which is in preview on Dynamics 365 Customer Service Hub. Let’s get’s started. Customer support swarming in Dynamics 365 Customer Service allows agents to collaborate with experts across the organization to resolve complex cases more efficiently. Here’s how…
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{How to) Set custom home page on Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show how to enable default tab for Home Page on Model Driven App. Let’s get’s started. Normally when you login into Model Driven App like Customer Service App or Sales App etc.. Dashboard is displayed. But if we want to display change settings – how do you do…
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{Do you know} Enable makers to create copilot AI columns during table or column creation in Dataverse

Hello Everyone, Today I am going to share my thoughts on the preview feature: Enable makers to create Copilot AI columns during table or column creation in Dataverse. Let’s get’s started. Information workers face an overwhelming influx of data, dedicating significant time to reading and processing it daily. Additionally, they invest substantial effort in preparing…
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{Do you know} Maintain security role privileges for better ALM solution import on Dataverse

Hello Everyone, Today I am going to share my thoughts on the maintain security role privileges for better ALM solution import on Dataverse. Let’s get’s started. Let’s discuss maintaining security role previleges for better Application Lifecycle Management(ALM) solution imports. When working with Power Platform and Dataverse managed solutions, it’s essential to handle security roles effectively.…
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