Category: Microsoft Teams
Field Service app (preview) for Teams
I’m sure many of you have caught wind of the exciting news around Field Service Copilot which was announced just a few weeks back. The wait is over, especially for those in the NA regions, as we got access to the preview feature on August 11th. In case you haven’t bumped into the buzz about Dynamics 365 Field Service Copilot, let me break it down for you. Imagine having anotherRead More
Copilot for D365 Sales: Collaboration space
Viva Sales (now called Copilot for Sales) has a new feature called collaboration spaces, which will help with collaboration between sales teams. I’m sure you’re already familiar with the Dynamics 365 and Microsoft Teams integration, which (among other things) gives sellers the ability to create Microsoft Teams and Teams channels linked to a Dynamics 365 record, but this new feature stacks on top of that functionality. With collaboration spaces sellersRead More
Enable AI generated conversation summary(preview)
In this article I am going to discuss a feature that is currently in preview. I had a little trouble finding out how this works, which is why I decided to write this article about it. This feature is part of the collaboration between Dynamics 365 Customer Service and Microsoft Teams which utilizes an AI model that uses natural language to summarize a transcript of an active chat conversation fromRead More
Viva Sales(preview) | Part 2
Last week I posted part one of my articles (you can read it here) about Viva Sales which is in preview today. Microsoft describes Viva Sales as a seller experience application designed to get sellers out of the busy work and in front of customers. Viva Sales will connect to any CRM system and will add detailed insights to customer exchanges and activities that take place through Microsoft (aka Office)Read More
Dynamics 365: 2022 Release notes for wave 2 are here!
Earlier today Microsoft published the release notes for the 2022 Release wave 2! I always tell people to keep in mind that this is a living document, meaning that these updates are not set in stone. Microsoft is continuously updating the release notes by changing, adding and even removing functionality from the plan. This is also one of the reasons I will not post any preview or GA dates here.Read More
Interact with Dynamics 365 records in Teams Chat(Preview)
I feel like I’ve been repeating myself, since this is yet another article where I talk about additional functionality in the Microsoft Teams and Dynamics 365 integration. As a recap, previously I wrote two articles on the embedded Teams chat in Dynamics 365 which allows users to access Microsoft Teams chat from the Dynamics 365 application (if you haven’t read the articles yet you can do so here and here),Read More
Access Dynamics 365 data in Teams meetings (Preview)
Microsoft is investing more and more in the integration between Microsoft Teams and Dynamics 365 which I believe sets Dynamics 365 even further apart from the competition. I’m sure you are familiar with some of the features we have access to today, like the ability to view Dynamics 365 data from within Microsoft Teams or the ability to access a Teams chat from within Dynamics 365, but there are aRead More
Microsoft Teams embedded chat | Part 2
In late October of 2021 I wrote an article about one of my favorite new features in Dynamics 365. Yes, you guessed it, I am talking about the Microsoft Teams integration with Dynamics 365. In particular, I am referring to the embedded chat within Dynamics 365. This functionality allows users to access Microsoft Teams chats directly from within Dynamics 365 and even allows users to link chats to Dynamics 365Read More
Collaboration in model-driven apps
It’s time for another article on a preview feature! I am very excited about this one because this feature brings functionality that we are already familiar with from other Microsoft applications to model-driven PowerApps! This means we can take advantage of this in Dynamics 365 as well! Awesome! Great! So what is it!!!? I’m sure you might have worked in a document in Microsoft 365, maybe an excel sheet orRead 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
