Category: D365 Customer Service
Configurable Copilot Case Summaries for D365 Customer Service
Most people have probably seen the record summaries in Dynamics 365 Customer Service, Field Service and Sales. If you’re not familiar with this concept, let me explain what they are. Record summaries in Dynamics 365 are Copilot generated summaries that provide important information about specific records (rows), like cases, opportunities, accounts, leads, etc. These summaries help users quickly understand the context and important details of a record without having toRead More
Create unique D365 views with Fetch XML Builder!
This article is the last article for 2024 and in today’s article will discuss how to use an amazing tool in the XrmToolbox that was created quite some time ago by Jonas Rapp. For the folks that don’t know Jonas, he’s been a business application MVP since early 2017 and he’s made a lot of amazing contributions to the community! The tool I am referring to is called Fetch XMLRead More
Smart Paste and Smart Grid(search) in Model Driven Apps
Have you ever had to enter information from a document, note or an email into a model driven app? Usually this takes a bit of time as you have to read the content in the document/note/email first, and then enter the information in the correct fields of a form. How great would it be to have Copilot look at all the information in that document, note or email and justRead More
Case handling time (Preview)
Organizations might have the need to track the total time agents spend on cases for several reasons. By monitoring time, managers can identify areas where agents excel and where improvements are needed, ensuring resources are allocated effectively. This data is crucial for performance evaluations, and it helps set benchmarks and goals. Understanding the time spent on cases allows organizations to improve processes and improve customer satisfaction. For industries with regulatoryRead More
2024 Wave 2: Copilot for Service
Welcome to the fourth article of my series on the 2024 Wave 2 release! In the past few weeks I have published 3 articles in this series about Dynamics 365 Sales, Copilot for Sales and Dynamics 365 Customer Service. In this article, I’m focusing on the new features for Copilot for Service. Let’s get started and uncover what’s new for Copilot in Customer Service! In case you are not aware,Read More
2024 Wave 2: D365 Customer Service
The 2024 wave 2 release notes are here, and I’m excited to bring you a new series of articles covering all the juicy details for Dynamics 365 Sales, Customer Service, Field Service, and more. Previously I covered the new features in this release for Dynamics 365 Sales and Copilot for Sales. In todays article in the series, I’ll be diving into all the new functionality coming to Customer Service. SomeRead More
Extend D365 Customer Service Copilot: Ask questions about your data(verse)
Earlier this month I posted an article on how you can extend the Copilot that sits inside of Dynamics 365 Customer Service by using Prompt Plugins. If you haven’t had a chance to read that article yet, then you can do so here. In the article I explained how you can create prompt plugins in Copilot Studio which are then surfaced inside of Dynamics 365 Customer Service as a PluginRead More
Restore deleted Dataverse rows with the Recycle Bin(preview)
Any organization that uses any type of system may at some point in time need to delete records or rows from their database(s). This can be for various reasons, like cleaning up data, correcting errors, or following business rules. Another scenario that is possible is that someone deleted a record that was not supposed to be deleted by accident. This can lead to the fact that sometimes you might needRead More
D365 Customer Service: Dialer Enhancements
The 2024 release wave 1 for Dynamics 365 brought us some awesome features for the Dynamics 365 CX apps. So far, this release packed a lot of cool and innovative stuff to make all of the different apps work better. In this article, I will discuss the new improvements that have been made to the dialer inside of Dynamics 365 Customer Service. If you’re not sure what the dialer is inRead More
Extend D365 Customer Service Copilot with Prompt Plugins (preview)
The preview feature that I am writing about today is a feature that a lot of us have been waiting for! I am super excited that it’s finally here, and I think this will be a game changer for service organizations! If you are familiar with Dynamics 365 Customer Service, than you most likely have seen the Copilot for agents (this is what I call it) that lives inside ofRead More
