Author: Dian Taylor
2021 Release Wave 2 | Part 2: Customer Service
We have arrived in August and that means that now have the ability to install the early release features of 2021 Release Wave 2 in a sandbox environment for testing! For the folks who are not familiar with Microsoft’s release cadence, Microsoft Power Platform and Customer Engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, Dynamics 365 Project Operations, etc.) deliver two major releases perRead More
2021 Release Wave 2 | Part 1: Generic Updates
It’s August can that means the Microsoft Holidays are here because we now have the ability to install the early release features of 2021 Release Wave 2 in a sandbox environment for testing! I call this time of year ‘the Microsoft Holidays’ because I always feel like a little kid that gets to unwrap her presents during the holidays! For the folks who are not familiar with Microsoft’s release cadence,Read More
Deal Manager Workspace(preview)
I was lucky to have access to the deal manager workspace private preview a couple of months ago, but since July 2021 this feature, which is part of 2021 Release Wave 1, is in public preview and started to roll out across all the regions! (If you want to see if this is enabled for your region you can check that here, you’re looking for build 9.0.21072, which is comingRead More
Check order status with Power Virtual Agent & Flow
I get a lot of requests where my prospects want Power Virtual Agent to be able to answer questions about order statuses. The scenario here is that someone ordered something from your website, or maybe even in person and now they are looking to see what the status of the order is, how the order was shipped and maybe they even want to get a tracking number. I am notRead More
Configuration: Form Component Control
I am sure you most of you are familiar with the quick view form in Dynamics 365, which is a great way to show data from a related table on a form. We can use this form where the related table has a 1:N relationship with the table where we are embedding the form in. What this really means is that we can use quick view forms to show dataRead More
Configuration: Advanced Lookups
Last week I came across a new way to configure lookup fields in Dynamics 365 called ‘Advanced Lookup’. This is actually something that needs to be enabled first, but once it is enabled this functionality will be available for most lookup fields in Dynamics 365. Advanced lookups allows users to get more information on the records they can choose from to populate in the lookup field. For example if aRead More
D365 Sales Accelerator: Adaptive Sequences
In the month of June another feature was added to the Sales Accelerator in Dynamics 365. For those of you who are not aware the Sales Accelerator is a tool that you get when you purchase the Sales Insights add-on license for Dynamics 365 Sales. I wrote a few articles on the Sales Accelerator that you might want to review before reading the rest of this article, in April ofRead More
Pass customer data from pre-chat survey to Power Virtual Agent
PLEASE NOTE IF YOU HAVE UPGRADED TO COPILOT STUDIO, THE SOLUTION IN THIS ARTICLE IS IS NO LONGER WORKING! PLEASE READ MY NEW ARTICLE ON HOW THIS WORKS IN COPILOT STUDIO! If you are familiar with Power Virtual Agent and Omnichannel, you are probably aware that when these applications are integrated, we can create one or more pre-chat survey questions that will show in the chat when a customer engagesRead More
Automatic Lead Assignment
I keep coming across more features that are getting enabled as part of 2021 Release Wave 1 and each time another feature is added I feel like I received another birthday present! Microsoft is not sitting still and new features are being added almost constantly! I think this feature is going to be a game changer for a lot of sales organizations. Keep in mind this feature is currently inRead More
Enhanced experience to add products
Today is a bit of a milestone for me, because this is my 100th article! Now let’s get on with it! If you are using Dynamics 365 Sales, then you have noticed that adding products to an opportunity, a quote, an order or an invoice is a bit of a drag. We have to add the products one by one, unless we use the suggestions feature that allows users toRead More
