Author: Dian Taylor
App Profile Manager
The App Profile Manager is something that is completely new, this feature was added in September. It gives system administrators another tool to add configurations to an app. The app profile has nothing to do with the data users are accessing through the app (as you know this is handled by security roles), but it is focused on giving people access (or preventing access) to certain items and functionality inRead More
Escalating Cases in D365 Customer Service
If you or your organization is using Dynamics 365 Customer Service then you probably have the need to escalate cases. This functionality is something that can be easily build in the application. In this article I am doing to discuss how that can be done. I previously wrote an article about how to setup automatic case assignment which you can find here, and I am going to build the escalationRead More
Field Service: Send email with resource pic
If you are using Dynamics 365 Field Service to schedule resources that go onsite to perform work, you probably would have the need to send notification emails to your customer when the resource is on their way. Maybe you want include the picture of the resource so they’ll know what the resource looks like. This could be very helpful for home care type of work, where a nurse get scheduledRead More
Receive a weekly summary email of new D365 Opportunities using Power Automate
Have you or any of your customers ever had the need to schedule the automatic sending of emails? In this article I am going to discuss how we can user Power Automate to send out emails on a scheduled basis with information about Dynamics 365 records. This could be very handy in many scenarios, think about sending employees a list of their timesheets for the past week, or sending thisRead More
Interactive Experience Dashboards
In this article I am going to talk about interactive experience dashboards in Customer Service. These dashboards were introduced to us as part of the interactive service hub in the customer service area. I can’t tell you how much I like them, and honestly I think they are kind of a hidden gem, specially since they have been around for a while! They have similarities with ‘regular’ Dynamics 365 Dashboards,Read More
Using Power Virtual Agent in Dynamics 365 Sales
How great would it be if Dynamics 365 users would have access to a chat bot directly from a form in Dynamics 365? Think about a sales person that is working on an opportunity in Dynamics 365, and he or she has some questions that he/she wants answered while working on the opportunity, without having to navigate all over Dynamics 365? How great would it be if we could loadRead More
Setup Mailbox for Automatic Case Creation in Unified Interface
In the past I’ve written an article on how to setup and configure a support mailbox in exchange where customers can send emails to if they have an issue that needs to be resolved. We were able to use the automatic record creation and update rules (ACR) in the legacy interface to configure the logic to create a case record for the email that came in. I’ve tried to setRead More
Dynamics 365 – 2020 Release Wave 2 | Part 5
In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features. Previously I wrote about generic updates and the updates in Dynamics 365 Sales and Dynamics 365 Customer Service and in last week’s article I wrote the first halfRead More
Dynamics 365 – 2020 Release Wave 2 | Part 4
In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features. Previously I wrote about the updates in Dynamics 365 Sales and Dynamics 365 Customer Service. In today’s article I’ll discuss Dynamics 365 Field Service features and updates. ThereRead More
Dynamics 365 – 2020 Release Wave 2 | Part 3
In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. In last week’s article I wrote the first half of enhancements and new features for Dynamics 365 Customer Service. If you haven’t read that article yet, you can do so here. In today’s article I’ll discuss the secondRead More
