Tag: D365
How to enable and configure Service Agent in D365
In my last post I wrote about the Service Agent in Dynamics 365 Customer Service and its capabilities. I discussed what it is, what it is capable of and how it can help customer service teams work more efficiently. If you haven’t read the article I would recommend doing that first, you can find it here. Now that you know what the Service Agent can do, it’s time to getRead More
Meet Service Agent: Everything you need to know
It’s time to introduce you to another AI agent in the Dynamics 365 Customer Service family! After being available in public preview since March of this year, the Service Agent officially reached General Availability on June 30, making it ready for organizations to begin using in production! If you had a chance to read my recent article about the Sales Agent, then you will find some of this is goingRead More
New D365 Field Service Scheduling Enhancements You Need to Know
Microsoft just released a ton of updates for Dynamics 365 Field Service scheduling as part of 2026 Release Wave 1 and I can’t wait to tell you all about it! If you spend any part of your day in the Schedule Board in D365 Field Service, you’re going to want to keep reading, because these are exactly the kind of updates that will make you happy. While we all loveRead More
D365 Quality Evaluation Agent: Step-by-Step Configuration Guide
If you’ve been following along, in a previous article I wrote called “Understanding the Dynamics 365 Quality Evaluation Agent: A Complete Breakdown“, I dove into the different components that make up the Quality Evaluation Agent, explained what each of them means, and I walked through how they all work together. If you haven’t had a chance to read it yet, I’d definitely recommend checking it out first before continuing withRead More
Understanding the Dynamics 365 Quality Evaluation Agent: A Complete Breakdown
There is another member of the Dynamics 365 Customer Service/Contact Center agent that I haven’t had a chance to introduce to you yet. You’re probably already familiar with the Case Management Agent, Intent Agent and Customer Knowledge Agent which I have written articles about previously. In this article I am going to discuss the Quality Evaluation Agent. In customer service organizations it’s important measure the quality of service provided toRead More
What is coming to Dynamics 365 Sales in 2026 Release Wave 1
I am back with my third article in my series covering the 2026 Release Wave 1 for Dynamics 365, and this time we’re shifting our focus to Dynamics 365 Sales. The release notes dropped last month, and I’ve been making my way through all the updates to understand what’s new, what’s improved, and what’s actually worth paying attention to. In this article, I’ll break down the key features coming toRead More
Conversational CRM: How to use Sales Agent in Microsoft 365 Copilot (preview)
I am sure most of you have heard of Copilot for Sales, which was announced by Microsoft in the fall of 2023. Back then you had to pay an additional fee for Copilot for Sales, but today it is available to all users who have a Microsoft 365 Copilot license. If you’re not familiar with the functionality of Copilot for Sales, let me give you some more details on this.Read More
Learn how to customize Copilot in D365 Field Service (preview)
A few days ago I came across an article on learn.microsoft.com that explained how to streamline inventory visibility in Dynamics 365 Field Service by using the out of the box Copilot inside of Dynamics365 Field Service. What this allows us to do is customize the agent that lives inside of D365 Field Service in a way that when a user opens a work order, it can ask the agent toRead More
What is coming in 2025 Wave 2: Dynamics 365 Contact Center
Microsoft has just released the 2025 Wave 2 notes for Dynamics 365 business applications and the Power Platform, and I couldn’t wait to dive in. Over the past few days, I’ve been going through the details to get a solid understanding of what’s coming as part of this wave. You’ll notice that a sizable chunk of these features have been announced previously but are just reaching GA and/or some ofRead More
Let your custom Agent search Knowledge Articles in Dynamics 365!
Wouldn’t it be great if your custom agent could do more than answer questions? If it could actually help customers resolve their issues without ever needing to chat with a live agent or search through pages of knowledge articles by themselves? By giving your custom agent access to the knowledge base in Dynamics 365 Customer Service, you’re doing exactly that. With the help of Power Automate, you can use anRead More
