Tag: Dynamics 365
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
Configure Sales Copilot for D365 Sales (preview)
I previously wrote an article when I initially gained access to the preview for Sales Copilot, where I explained how to install/enable Sales Copilot in Dynamics 365 and showed you how it works. If you haven’t read the article yet, you can access it here. Since then, a few things happened an a few updates were implemented to enhance Microsoft’s Sales Copilot. Let’s first talk about what happened with VivaRead More
2023 Wave 2 Release Notes: D365 Field Service
If you’ve been following my recent articles, you might already be aware that the release notes for the second wave of 2023 were unveiled on July 18, 2023! In my first article, I mentioned that I had the opportunity to review them, and as a result, I’ll be writing a series of articles discussing the new features and updates included in this release. I kicked off the series by focusingRead More
2023 Wave 2 Release Notes: D365 Customer Service
If you read my most recent article, you have probably heard that the release notes for 2023 Release Wave 2 came out on July 18, 2023! As I mentioned in last week’s article, I had a chance to look them over and I am writing another series of articles on the new features and updates that are part of this release. I started last week with the first part ofRead More
2023 Wave 2 Release Notes: D365 Sales
Today is a very exciting day, because Microsoft just published the release notes for Dynamics 365 and Power Platform! I had a chance to look them over and I am working on another series on the new features and updates that are part of this release. I will start the first part of this series with Dynamics 365 Sales. Keep in mind that at the time this article was written,Read More
Copilot for D365 Sales: Collaboration space
Viva Sales (now called Copilot for Sales) has a new feature called collaboration spaces, which will help with collaboration between sales teams. I’m sure you’re already familiar with the Dynamics 365 and Microsoft Teams integration, which (among other things) gives sellers the ability to create Microsoft Teams and Teams channels linked to a Dynamics 365 record, but this new feature stacks on top of that functionality. With collaboration spaces sellersRead More
