Tag: D365
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 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
D365 Field Service: Trades
Another feature for Dynamics 365 Field Service that is part of 2023 release wave 1 is the ability to use trades to group services together. There are a lot of benefits to using trades in D365 Field Service, but before I get into that, let me first explain what trades represents in Dynamics 365 Field Service. As you probably already suspected, trades are the types of services that your organizationRead More
D365 Field Service: Not-to-exceed values
This month there are a bunch of features that are part of 2023 Release Wave 1 that will roll out. One of them is the not-to-exceed functionality in Dynamics 365 Field Service. This is functionality we have been waiting for and I am excited that it’s finally rolling out! I’ve had some prospects in the past who were interested in this type of functionality and I ended up building thisRead More
Viva Sales: Administrator Settings
I wrote two articles about Viva Sales back in August of last year, when it first became available in preview. If you haven’t read those articles, you can read part 1 here and part 2 here. Viva Sales has been generally available since October of 2022. Since the release, there have been some enhancements to Viva Sales. Last week I wrote an article about the new suggested email replies capabilities,Read More
Viva Sales: Suggested Email Replies
I am sure you’ve heard of Viva Sales, which was launched by Microsoft last year in October of 2022. If you haven’t heard of it, it’s definitely time you learned about it! Microsoft Viva Sales is an application that makes selling easier. It works with Microsoft Outlook and Microsoft Teams to automatically record and view information about customers in a customer relationship management (CRM) system (Currently Viva Sales works withRead More
2023 Release Wave 1: D365 Customer Service | Part 2
On January 25, 2023 the release notes for 2023 Release Wave 1 were made public, so I took the opportunity to thoroughly review the documentation to provide you with a comprehensive understanding of the upcoming features. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at some point in time, and others might get added so I would definitelyRead More
2023 Release Wave 1: D365 Sales Release Notes | Part 2
Last week I published part 1 of my series on 2023 Release Wave 1. There are so many features and updates for Dynamics 365 Sales alone, which is why I decided to split the article for D365 Sales into two parts. If you haven’t read the previous article, you can do that here. Last week I dove into the documentation and decided to do read through of all the featuresRead More
2023 Release Wave 1: D365 Sales Release Notes | Part 1
It’s that time of year again! On January 25, 2023 the release notes for 2023 Release Wave 1 were published! I dove into the documentation and decided to do read through of all the features to (hopefully) give you a better understanding of what’s coming in this wave. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at someRead 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
