Hi Everyone Following topics from wave 1 2020 customer service are covered in this video: Timelines How to enable wave 1 update? Customer Service •Agent productivity enhancements to knowledge capabilities •Configure case resolution page •Enhancements in case routing rules •Enhancements in queue page •Modern email experience •New work hour calendar in service scheduling •Rich text... Continue Reading →
Hi Everyone Following topics from wave 1 2020 sales are covered in this video: Timelines How to enable wave 1 update? Forecasting •Flexible column modeling •Support different organizational structure •Benefit from quota management •Advanced filtering •Security modeling to meet business needs •Forecast adjustments •Responsive forecasts grid •Edit participating records inline •Pipeline visualization •Near real time... Continue Reading →
Hello Readers This blog is to help fellow consultants to start their journey on Power Automate. We all know how easy it is to create a flow (Watch #TGIF Episode 2 here, if not already). I am sure as a Business user or a functional consultant, you must have had a situation where you needed... Continue Reading →
Hello Readers and Viewers As User Group organisers, it becomes difficult for us to track the attendance of participants mostly due to the format of the meeting. In our last week's UG we were prepared to break the ice and created an app to check in attendees. Following is what you can do with the... Continue Reading →
Hi Readers and Viewers In this episode, we are going to look at, How to embed a canvas app into a model driven app. We talk about the following limitations: One canvas app per model driven form. Changes in each app must be published separately to reflect. We talk about some tips: Change format of... Continue Reading →
Hi Readers and Viewers In this episode we are talking about super easy hacks which will help you in making a user friendly app. Following is what I am talking in the video; I have specified time against each item so I can watch what you want to watch and not the whole video: Pop... Continue Reading →
Hello Readers & Viewers In this video, i am showing 'How to send an email with information from Opportunity Close form, using MS Flows?'. This flow will also help you to update opportunities from opportunity close form, it's the same concept. Many of you might know that using the native workflow functionality of Dynamics 365... Continue Reading →
This video is a quick tip on how to recalculate a roll up field in the new Unified Interface. https://youtu.be/ev5f-dhPJCo Hope you find this video helpful! Happy CRMing!!
Hello Readers We found a major issue with Unified Interface Business Process Flows. Don't know if it can be termed as a Bug, but had to make the title catchy 😀 Description- Following are the details: BPF Name: Phone to Case ProcessStage: ResolveField: Resolve Case (Clicking this field opens the case resolution form)Field Values: Mark... Continue Reading →
Multiselect Option Set You can read about it here: http://dynamicscrmcoe.com/dynamics-365-v9-multi-select-option-set/ But how to import data with multiselect option set is a question and below is the answer: Taking example of contacts with preferred car, following is a table on how to do it: Correct format Sample first Name Sample Last Name Email Mobile Preferred Car... Continue Reading →
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