Category: Configuration
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
Smart Org Chart (preview)
Most people who have worked with Dynamics 365 Sales before probably know about the org chart capabilities in the application. If you’re not familiar, the name already explains it. We can show the organizational structure of an organization as an org chart, by moving the related account contacts around which visualizes the hierarchy of all the people related to an account in Dynamics 365. The smart org chart feature completelyRead More
Enhanced Case Experience in D365 Customer Service
In the last 3 articles I wrote, I discussed a whole bunch of new PCF controls that became available for Dynamics 365 Customer Service. In this article I am going to discuss the new Enhanced Case Experience in Dynamics 365 Customer Service. This enhanced experience introduces two brand new case forms for the Customer Service Workspace app, and you’ll notice that all the controls I discussed in my previous articlesRead More
D365 CS: Spice up your case forms with new controls! | Part 2
In my last article and the article before that, I discussed a few of the new PCF controls that became available for Dynamics 365 Customer Service. In this article I am going to wrap up this topic and discuss the remaining PCF controls that you can add to your custom or out of the box case forms in the Customer Workspace app. You might have thought that I covered aRead More
D365 CS: Spice up your case forms with new controls!
If you read last weeks article, where I talked about the new 360 customer component which came out as part of 2023 release wave 1. I also talked about how you can use and configure this component in conjunction with cases in Dynamics 365 customer service. The Microsoft documentation has this component listed under Dynamics 365 Customer Service, so it might be the case that we can’t use the componentRead More
D365 Customer Service: Customer 360 Component
In today’s article I am going to discuss yet another feature that was part of 2023 release wave 1 which is called the Customer 360 component. This component allows system administrators or makers to display details of a customer field on a case record. We already had the ability to do that by using a quick view form, but by using this control makers can configure which fields to showRead More
D365 Field Service: Not-to-exceed values
This month there are a bunch of features that are part of 2023 Release Wave 1 that will roll out. One of them is the not-to-exceed functionality in Dynamics 365 Field Service. This is functionality we have been waiting for and I am excited that it’s finally rolling out! I’ve had some prospects in the past who were interested in this type of functionality and I ended up building thisRead 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
