Author: Dian Taylor
D365 Customer Service: New Dialer Experience(preview)
As part of 2023 release wave 2 Microsoft has made several improvements to the dialer in Dynamics 365 Customer Service. This dialer is available for agents to use if the voice channel in Dynamics 365 Customer Service has been configured in the environment. The new dialer has an improved design and enhanced dialing features, such as phone number editing capabilities, a call history list, and administrative settings for countries andRead More
Timeline Updates
For the people that are not familiar with the timeline in Dynamics 365, the timeline is a control that you’ve probably seen on many of the forms in Dynamics 365. It shows all activities related to a row and gives users insights to what interactions are scheduled and/or have occurred in the past. Depending on the row you are viewing, you’ll see different activities in the timeline. For example, ifRead More
Use plugin actions in Copilot Studio (preview)
If you read last week’s article than you know that Microsoft announced a couple of new features during the Microsoft Power Platform Conference that took place in Las Vegas the first week of October. Last week I wrote about the ability to upload documents for generative answers which is in preview today, which allows us to upload one or multiple documents to be used in generative answers in Power VirtualRead More
Upload documents as a source for generative answers (preview) in Copilot Studio
If you attended Microsoft’s Power Platform Conference this month, then you probably heard about some of the new (preview) features that were announced for Power Virtual Agents! If you are not aware, of some of the features I’m referring to, or don’t exactly know what those features entail, then you definitely need to read this article! There are two features that are currently in preview, and I will discuss theRead More
D365 Field Service: Improved Work Order Experience (preview)
There have been so many exiting new features in 2023 release wave 2, and it feels like new features are making it to preview almost every week! The features I am discussing today (yes you read that right, this line item is not just limited to 1 feature, but instead comes with a whole bunch of new and exiting features and updates!) are the ones that are related to theRead More
Smart Email Validation for Dataverse(preview)
You might remember that I wrote an article about the email validation feature which went into public preview back in October of 2022. (Yes it is still in preview today!). This feature allowed us to validate email addresses for leads (and now also contacts) in Dynamics 365 Sales. As you might or might not know, leads and contacts have several email address columns; ‘emailaddress1‘, ‘emailaddress2‘, and ‘emailaddress3, but unfortunately theRead More
Intelligent Suggestions in Dynamics 365 Sales
During 2023 Release Wave 1 the feature called ‘Provide intelligent suggestions to improve seller effectiveness’ was announced. I have to say the description of this feature was a little vague and blurry (just like the related screenshots), but my understanding of the functionality was, that the system / artificial intelligence will automatically create suggestions in the system related to sales records, like leads, opportunities, accounts, etc.These suggestions will then showRead More
Field Service app (preview) for Teams
I’m sure many of you have caught wind of the exciting news around Field Service Copilot which was announced just a few weeks back. The wait is over, especially for those in the NA regions, as we got access to the preview feature on August 11th. In case you haven’t bumped into the buzz about Dynamics 365 Field Service Copilot, let me break it down for you. Imagine having anotherRead More
Field Service Copilot – Outlook experience (preview)
I’m sure many of you have already heard about the preview of Field Service copilot that was announced by Microsoft a few days ago. We had to wait until August 11th (at least for the environments in the NA regions) to get access to this. If you are not familiar with Field Service Copilot and haven’t heard or seen any of the announcements, let me explain what this is. FieldRead More
Configure Sales Copilot for D365 Sales (preview)
I previously wrote an article when I initially gained access to the preview for Sales Copilot, where I explained how to install/enable Sales Copilot in Dynamics 365 and showed you how it works. If you haven’t read the article yet, you can access it here. Since then, a few things happened an a few updates were implemented to enhance Microsoft’s Sales Copilot. Let’s first talk about what happened with VivaRead More
