Category: Configuration
Simplified Dataverse search configuration
I am not sure if you heard yet that Relevance Search has been renamed to Dataverse Search? I actually realized it the other day when I tried to turn off Relevance Search for one of my Dynamics 365 environments, when I couldn’t locate the option to turn off Relevance Search. This option had been replaced by the option to turn off Dataverse Search instead and this is when it hitRead More
Microsoft Teams embedded chat
Finally it’s here: Microsoft Teams embedded chat in Dynamics 365. I have waited a long time for this functionality to become available as I am sure many of you have as well! Today this feature is in preview as part of 2021 release wave 2. This might not be available in your environment when this article comes out, but that just means you will have to wait just a littleRead More
Preview: In-App notifications for Model Driven Apps
For this week’s article I am going to discuss a feature that has been in public preview since July 22nd of this year. You are probably wondering what these in-apps notifications for Model Driven Apps are, since we already have the ability to create push notifications using Power Automate. Well, the difference here is that push notifications are only sent to mobile devices, and therefor they won’t be visible forRead 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
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
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
D365 Field Service: Mobile Booking Maps
Yes there is another feature that has been added to Dynamics 365 Field Service! This feature became generally available on 5/21 for North American environments. So what exactly is it? Well I can tell you it’s something that some of my customers have been asking for quite some time now, and now it’s here! Booking maps allows Dynamics 365 Field Service frontline workers (these are resources in Dynamics 365 FieldRead More
New Timer Control for SLA’s
We had the timer control for cases for quite some time and if you’re not familiar with what this is or what this does, let me explain it to you. The timer control can be added to forms of tables that have been enabled for SLA’s. Cases are enabled for SLA’s out of the box which means we can immediately add the control to a case form. When a SLARead More
