Tag: Modernized
Smart Org Chart (preview)
Most people who have worked with Dynamics 365 Sales before probably know about the org chart capabilities in the application. If you’re not familiar, the name already explains it. We can show the organizational structure of an organization as an org chart, by moving the related account contacts around which visualizes the hierarchy of all the people related to an account in Dynamics 365. The smart org chart feature completelyRead More
Modernized Case Grids
You might not have noticed due to the holidays last month, but another 2022 Wave 2 feature that is part of Dynamics 365 Customer Service went into general availability in December! A nice little holiday present from Microsoft! This feature gives customer service agents and managers access to relevant information regarding cases. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurableRead More
