Author: Dian Taylor
Schedule weekly email with quote details and hyperlink | Part 1
In todays article I am going to explain a specific requirement and show you how we can use power automate to satisfy this particular requirement. A few months ago I had to demonstrate a scenario where sales people needed to get a reminder for outstanding quotes they needed to follow up on. The sales people would create quotes on a daily bases, but not all quotes would be completed ‘allRead More
Modernized Case Grids
You might not have noticed due to the holidays last month, but another 2022 Wave 2 feature that is part of Dynamics 365 Customer Service went into general availability in December! A nice little holiday present from Microsoft! This feature gives customer service agents and managers access to relevant information regarding cases. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurableRead More
Power Virtual Agents: Question Options Deep Dive
Since the public preview of the updated version of Power Virtual Agents became available last month, I have been hitting PVA hard. Meaning any time I had availability I was working in Power Virtual Agents trying to uncover as many secrets as I could! If you a frequent visitor of my website, you might have noticed that the last 3 articles were all about the new experience in PVA andRead More
Power Virtual Agents: Creating adaptive cards with PowerFX
The last three articles I wrote were about the new advanced authoring canvas in Power Virtual Agents, which is in preview today. In the first article I showed you an example of how we could query data from Dynamics 365 customer service and feed those rows back into Power Virtual Agents so that we can use these values with a question (You can access that article here). In the articleRead More
Power Virtual Agents: Creating basic cards with PowerFX
The last two articles I wrote were both about the new advanced authoring canvas in Power Virtual Agents, which is in preview today. I showed you an example of how we could query data from Dynamics 365 customer service and feed those rows back into Power Virtual Agents so that we can use these values with a question (You can access that article here). The customer can then pick anyRead More
Power Automate: Get list of values for Power Virtual Agents’ List Variable
My last article was about some of the new preview features in Power Virtual that we can try out today. One of these features is the ability to bring in dynamics options from Dataverse and store these in a list variable in Power Virtual Agent to show as options when the bot asks a question. Let me explain what I mean by that. Previously when we asked a question inRead More
Power Virtual Agents: Advanced authoring canvas preview
You might remember that back in May of this year, (during the Microsoft Build event) new capabilities coming to Power Virtual Agents were announced. I was able to get my hands on one of the environments to test it out and write an overview on the new features. If you haven’t read the article you can do that here. I also created an accompanying video which can be accessed fromRead More
Dynamics 365 Sales: Product Forecasting – Part 2
Last week I wrote part 1 of my series on the product forecasting capabilities in Dynamics 365 Sales, and if you haven’t read that article yet, you can do that here. Since the article became a bit long I decided to split it up into two different parts. In part 1 I started talking about the configuration of a forecast, so I am picking up where I left off inRead More
Dynamics 365 Sales: Product Forecasting – Part 1
If your organization has implemented Dynamics 365 Sales, then you are probably familiar with the forecasting feature that is included in the product. Usually forecasts show data from an org chart or sales rep perspective, meaning you’ll see all the different dollar amounts by forecast bucket by the sales rep that owns the related opportunities in a forecast record. This is called an org chart forecast and is probably whatRead More
Email Validation(preview) in Dynamics 365 Sales
Today I am writing an article about yet another preview feature that you can try out in your sandbox environment today. This feature went into public preview this month (October 2022) and if you don’t see the option in your environment yet, you just need to wait a little longer until it reaches your region. Before showing you what this does, let’s first talk about what exactly it is! SoRead More
