Tag: Dynamics 365
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: 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
Passing D365 Customer Service data to Copilot Studio
In today’s article I will talk about Copilot Studio, but I am not discussing any new features. Instead, I am going to discuss some very important things that are happening in Copilot Studio when you integrate with Dynamics 365 Customer Service! Things you might not be aware of, I know I wasn’t! I will also talk about how we can bring additional data from Dynamics 365 Customer Service into CopilotRead More
Copilot in the enhanced mobile experience for D365 Field Service(preview)
Having a well-designed mobile app for frontline workers is crucial for many reasons, as it directly contributes to streamlined operations, improved communication, enhanced efficiency, and ultimately, a more empowered and productive workforce. Last week I wrote an article about the exciting features that are part of the new enhanced mobile experience for Dynamics 365 Field Service, which is currently in preview. (If you haven’t had a chance to read theRead More
Enhanced mobile experience(preview) for D365 Field Service
There have been a lot of improvements to Dynamics 365 Field Service this year and I have loved every single one of them! However… One of my favorite improvements is the new mobile experience for field techs for Dynamics 365 Field Service. Yes, I am aware that this feature is not generally available yet, as it has been in preview since early November of 2023. So what is this previewRead More
Smart Email Validation for Dataverse(preview)
You might remember that I wrote an article about the email validation feature which went into public preview back in October of 2022. (Yes it is still in preview today!). This feature allowed us to validate email addresses for leads (and now also contacts) in Dynamics 365 Sales. As you might or might not know, leads and contacts have several email address columns; ‘emailaddress1‘, ‘emailaddress2‘, and ‘emailaddress3, but unfortunately theRead More
Intelligent Suggestions in Dynamics 365 Sales
During 2023 Release Wave 1 the feature called ‘Provide intelligent suggestions to improve seller effectiveness’ was announced. I have to say the description of this feature was a little vague and blurry (just like the related screenshots), but my understanding of the functionality was, that the system / artificial intelligence will automatically create suggestions in the system related to sales records, like leads, opportunities, accounts, etc.These suggestions will then showRead More
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
Field Service Copilot – Outlook experience (preview)
I’m sure many of you have already heard about the preview of Field Service copilot that was announced by Microsoft a few days ago. We had to wait until August 11th (at least for the environments in the NA regions) to get access to this. If you are not familiar with Field Service Copilot and haven’t heard or seen any of the announcements, let me explain what this is. FieldRead More
