Category: D365 Customer Service
Copilot assistance for form fill in Model-Driven Apps
Believe it or not, I have actually received requests in the past where prospects wanted the system to automatically create records in Dataverse or Dynamics 365, which of course is kind of crazy! We always need to integrate with another system, or have someone either enter data manually or import the data into Dynamics 365 (or Dataverse) (for example rows like accounts, contacts, opportunities, cases, etc.) after which we canRead More
Associate emails to multiple records (preview)
As you might or might not know, today we only have the ability to relate activities to ONE row (or record) in Dynamics 365 CX by setting the ‘regarding’ field on the activity. This can be problematic, because there might be a need to save a record to multiple rows (or records). A good example of when there would be a need to associate an activity (like an email) toRead More
Find Dynamics 365 Data in Outlook using mentions
Today I stumbled across a feature that is pretty new! This feature was just released on March 6th and I have to say I am loving it! Apparently, it has been in preview, so I am not sure how I missed it, but I guess with so many new features being pushed out on a regular basis, it is to be expected that some features slip through the cracks! First,Read More
2024 Wave 1 Release Notes: D365 Customer Service
As you all know, the release notes were published not too long ago. As I do every year, I have been writing several articles about the functionality that is part of the 2024 Wave 1 notes for Dynamics 365 CX! In the first article I wrote in this series, I discussed everything exciting and new that is coming for Dynamics 365 Sales, followed by an article about the new SKURead More
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
2023 Wave 2 Release Notes: D365 Customer Service
If you read my most recent article, you have probably heard that the release notes for 2023 Release Wave 2 came out on July 18, 2023! As I mentioned in last week’s article, I had a chance to look them over and I am writing another series of articles on the new features and updates that are part of this release. I started last week with the first part ofRead 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
