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Improved email attachment experience in D365 Customer Service
Copilot assistance for form fill in Model-Driven Apps
Associate emails to multiple records (preview)
Get document recommendations from SharePoint (preview) from Copilot for Sales
Find Dynamics 365 Data in Outlook using mentions
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)
2024 Wave 1 Release Notes: D365 Field Service
2024 Wave 1 Release Notes: D365 Customer Service
2024 Wave 1 Release Notes: Microsoft Copilot for Sales
2024 Wave 1 Release Notes: Dynamics 365 Sales
Passing D365 Customer Service data to Copilot Studio
Copilot in the enhanced mobile experience for D365 Field Service(preview)
Enhanced mobile experience(preview) for D365 Field Service
Copilot Studio: Dynamic chaining with generative actions (preview)
Create Plugin Actions(preview) with Power Automate in Copilot Studio
Build your own service copilot with Copilot for Service (Preview)
D365 Customer Service: New Dialer Experience(preview)
Timeline Updates
Use plugin actions in Copilot Studio (preview)
Upload documents as a source for generative answers (preview) in Copilot Studio
D365 Field Service: Improved Work Order Experience (preview)
Smart Email Validation for Dataverse(preview)
Intelligent Suggestions in Dynamics 365 Sales
Field Service app (preview) for Teams
Field Service Copilot – Outlook experience (preview)
Configure Sales Copilot for D365 Sales (preview)
2023 Wave 2 Release Notes: D365 Field Service
2023 Wave 2 Release Notes: D365 Customer Service
2023 Wave 2 Release Notes: D365 Sales
Copilot for D365 Sales: Collaboration space
Copilot for Dynamics 365 Sales(preview)
Smart Org Chart (preview)
Enhanced Case Experience in D365 Customer Service
D365 CS: Spice up your case forms with new controls! | Part 2
D365 CS: Spice up your case forms with new controls!
D365 Customer Service: Customer 360 Component
Copilot for Dynamics 365 Customer Service
D365 Field Service: Trades
D365 Field Service: Not-to-exceed values
Build Power Virtual Agent topics with GPT
Viva Sales: Administrator Settings
Viva Sales: Suggested Email Replies
Power Virtual Agents: Conversation Booster(preview)
2023 Release Wave 1: D365 Customer Service | Part 2
2023 Release Wave 1: D365 Customer Service | Part 1
2023 Release Wave 1: D365 Sales Release Notes | Part 2
2023 Release Wave 1: D365 Sales Release Notes | Part 1
Schedule weekly email with quote details and hyperlink | Part 2
Schedule weekly email with quote details and hyperlink | Part 1
Modernized Case Grids
Power Virtual Agents: Question Options Deep Dive
Power Virtual Agents: Creating adaptive cards with PowerFX
Power Virtual Agents: Creating basic cards with PowerFX
Power Automate: Get list of values for Power Virtual Agents’ List Variable
Power Virtual Agents: Advanced authoring canvas preview
Dynamics 365 Sales: Product Forecasting – Part 2
Dynamics 365 Sales: Product Forecasting – Part 1
Email Validation(preview) in Dynamics 365 Sales
2022 Release Wave 2: Timeline Maker Enhancements
Enable AI generated conversation summary(preview)
Create custom notifications on email opens
Viva Sales(preview) | Part 2
Viva Sales(Preview) | Part 1
Generic updates in 2022 Release Wave 2
Customize Work List Cards in 2022 Wave 2!
Record ownership across business units (Preview)
D365 Field Service: Add child assets to an RMA
Dynamics 365: 2022 Release notes for wave 2 are here!
Enhanced experience using email templates
Enhanced Email Template Editor(preview)
Add calculated columns to D365 Excel Templates
Dynamics 365 and Microsoft Power Platform release planner(preview)
Power Virtual Agents leveled up!
Configure custom status on SLA Timer
Interact with Dynamics 365 records in Teams Chat(Preview)
Access Dynamics 365 data in Teams meetings (Preview)
D365 Customer Service: Swarming using Teams(preview)
Customer Service Admin Center App: Quick Setups
Power Automate: Copy and paste image field in D365
Customizing the side pane in the Deal Manager Workspace
New Sales Reports in Dynamics 365 Sales
Duplicate Detection for Leads (preview)
Modern Advanced Find in D365
2022 Release Wave 1 | Part 3: D365 Customer & Field Service
2022 Release Wave 1 | Part 2: D365 Sales
2022 Release Wave 1 | Part 1: Generic Updates
Digital Selling Capabilities in Dynamics 365 Sales Enterprise
Resurfacing the Jump Bar in Dynamics 365
Resource not showing in scheduling assistant while available?!
Microsoft Teams embedded chat | Part 2
Command Bar designer for model-driven apps(preview)
Ad-hoc Power Bi reporting in Dynamics 365 (preview)
Collaboration in model-driven apps
Customizing the booking calendar in the Field Service mobile app
Simplified Dataverse search configuration
New Power Apps Designer & Collapsible Groups
Microsoft Teams embedded chat
Field Service Mobile App for Windows
Using Power Automate conditions with Power Virtual Agents
Preview: In-App notifications for Model Driven Apps
2021 Release Wave 2 | Part 4: D365 Sales
2021 Release Wave 2 | Part 3: Field Service
2021 Release Wave 2 | Part 2: Customer Service
2021 Release Wave 2 | Part 1: Generic Updates
Deal Manager Workspace(preview)
Check order status with Power Virtual Agent & Flow
Configuration: Form Component Control
Configuration: Advanced Lookups
D365 Sales Accelerator: Adaptive Sequences
Pass customer data from pre-chat survey to Power Virtual Agent
Automatic Lead Assignment
Enhanced experience to add products
D365 Field Service: Mobile Booking Maps
New Timer Control for SLA’s
What’s new with the Sales Accelerator
D365 Field Service: Customer Self Scheduling
D365 Customer Service: Configure Knowledge Search Filters & Default Authoring Language
Post Adaptive Card to a Teams Channel on Opportunity Win
D365 Field Service Simplified Setups
Microsoft Teams calls in D365 Sales(Preview)
2021 Release Wave 1: D365 Field Service Inspections
Dynamics 365 & LinkedIn Sales Navigator New Features 2021
D365 Field Service: Technician Locator
Dynamics 365 – 2021 Release Wave 1 | Part 3
Dynamics 365 – 2021 Release Wave 1 | Part 2
Dynamics 365 – 2021 Release Wave 1 | Part 1
Assign SLA based on Case creation time
D365 Field Service Mobile: Reporting for the Model Driven App
D365 Field Service: Enable lead scheduling and get location using Power Automate
New Dynamics 365 Sales mobile experience (Preview)
D365 Dialogs functionality using Power Automate: When a record is selected
Track the last time someone spoke with a lead/contact in Dynamics 365
D365 Field Service Inspections Updates – Dec 2020
Create Custom D365 Assistant Cards
Push notifications for D365 Field Service Model-Driven App
D365 Customer Service: Setting up search providers (preview)
New Intelligent Relevance Search Experience
Customer Service Workspace Review
App Profile Manager
Escalating Cases in D365 Customer Service
Field Service: Send email with resource pic
Receive a weekly summary email of new D365 Opportunities using Power Automate
Interactive Experience Dashboards
Using Power Virtual Agent in Dynamics 365 Sales
Setup Mailbox for Automatic Case Creation in Unified Interface
Dynamics 365 – 2020 Release Wave 2 | Part 5
Dynamics 365 – 2020 Release Wave 2 | Part 4
Dynamics 365 – 2020 Release Wave 2 | Part 3
Dynamics 365 – 2020 Release Wave 2 | Part 2
Dynamics 365 – 2020 Release Wave 2 | Part 1
Set Opportunity probability with Business Rules
D365 Field Service Work Order Entitlements – 2
D365 Field Service Work Order Entitlements – 1
D365 Field Service: Quick book not working
Create case from a tweet with negative sentiment
Custom Process Views in Dynamics 365
D365 Field Service Inspections – Updates – June 2020
Track Opportunity Sales Stage History
Dynamics 365 & LinkedIn Sales Navigator: New Features Q1-2020
Field Service Dynamics 365 Mobile App
Tracking Opportunity Approvals
D365 Field Service: Inspections(Preview)
D365 Field Service: New Schedule Board
SLA’s in the Unified Interface
Sales Accelerator (Preview)
D365 Assistant for Teams (Preview)
Dynamics 365 & LinkedIn Sales Navigator | Part 2
Dynamics 365 & LinkedIn Sales Navigator | Part 1
Premium Forecasting
Dynamics 365 – 2020 Release Wave 1 | Updates
Reassign leads on zip codes
Power Virtual Agent Introduction
Dynamics 365 – 2020 Release Wave 1 | Part 3
Dynamics 365 – 2020 Release Wave 1 | Part 2
Dynamics 365 – 2020 Release Wave 1 | Part 1
Custom Help Panes and Guided Tasks for Unified Interface Apps
D365 Sales Insights: Notes Analysis
D365 CE: Adding icons to views
Dynamics 365 Sales: Generate PDF from Word Templates
Configure Field Service mobile colored views
Configure warranty tracking for customer assets using calculated fields
Dynamics 365 Views: Reflow Behavior & Card Forms
D365 Sales: Forecast Configurations Preview
Dynamics 365: Reference Panel
Recommendations in Dynamics 365
Anatomy of the D365 Outlook App Panel
Dynamics 365 Customer Service: KB Automatic Filtering
Power Virtual Agent & Power Automate
Dynamics 365 Field Service – Rejecting a booking
Dynamics Field Service, Project Service & Sales
Adding Components to Unified Interface App(s)
Customize Opportunity Close Dialog Box
Why attend (CRM)User Group Summit 2019
Nested Grids in Dynamics 365
Inventory Transfers using the Inventory Dashboard
Show in which warehouse work order products are available on the Field Service Mobile App
Field Service Inventory Dashboard
Quick Book in Field Service
Using Real-Time Workflows as Security
Auto Number Fields
Dynamics 365 – 2019 Release Wave 2 | Part 2
Dynamics 365 – 2019 Release Wave 2 | Part 1
What I learned attending Dynamics 365 Saturday in Lawrenceburg, IN
Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation
Dynamics 365 Customer Service: Automatic Case Assignment
Email account isn’t configured with D365 error
D365 Saturday in Southern IN-OH-KY
D365 App for Outlook shows Dashboard vs Contact/Lead Pane
D365 CE Unified Interface Presentation
Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)

Recent Comments

Dian Taylor on Timeline Updates
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Lisa Crosbie on Copilot for Dynamics 365 Sales(preview)
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