‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
Improved email attachment experience in D365 Customer Service
Here is another set of features that kind of snuck into Dynamics 365 Customer Service without anyone noticing! At least I didn’t notice until I opened an email message in Dynamics 365 Customer Service and saw some different options available for me! I (or any other admin) didn’t need to enable anything, these features just showed up out of the blue! It’s hard to pinpoint which release wave these featuresRead More
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
Get document recommendations from SharePoint (preview) from Copilot for Sales
Last Friday I noticed that a highly anticipated feature in Dynamics 365 Sales is now in preview! This feature is part of the 2024 release wave 1. With this feature sellers will be able to get product related files directly from within the Sales Hub in Dynamics 365 Sales! I believe this is a very important feature because how often are sellers searching for the latest product information like brochures,Read 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
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)
I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There is a Copilot for Dynamics 365 Customer Service, which helps customer service agents by searching through knowledge sources like SharePoint sites, internal websites, and knowledge bases to help solve customer issues. On the other hand, Copilot for Sales exists in Dynamics 365Read More
2024 Wave 1 Release Notes: D365 Field Service
Like every year, I’ve been writing several articles about the features included in the 2024 Wave 1 release for Dynamics 365 CX! In the first article of this series, I explored all the additions and enhancements for Dynamics 365 Sales. Following that, I wrote a piece about the new SKU Microsoft Copilot for Sales; you can catch up on it here if you haven’t gotten a chance to do soRead 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
2024 Wave 1 Release Notes: Microsoft Copilot for Sales
Last week Microsoft published the release notes for 2024 Wave 1 and just like we’re used to, this wave has loads of awesome new features! As I do for every release wave, I will be writing another series of articles about the 2024 wave 1 notes for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! In the first article in this series, I discussed everythingRead More
2024 Wave 1 Release Notes: Dynamics 365 Sales
Microsoft has done it again! They’ve unleashed a fresh wave of awesomeness with the 2024 wave 1 release notes that were published an hour and a half ago! I will be writing another series of articles about the 2024 wave 1 for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! You probably noticed that I am usually publishing on Tuesdays, but I couldn’t wait toRead More
