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 →
Hi Readers and Viewers In this video, we will look at D365 Users and security roles in Canvas App. Following are some key features of the app: See list of users See list of security roles Assign security role to a user Check security role of a user Go to D365 Advanced Settings from within... Continue Reading →
Hi Readers and Viewers In this episode we talk about the most common formulas you would need to build your app. I am calling it everyday formulas. Here’s the video: https://youtu.be/Kp9Ei-Zdrp8 Hope you find it helpful! Happy CRMing!
Hi Readers and Viewers In this episode we talk about 'How requirement gathering can help you build a successful app?' We will touch upon the following topics: App Objectives Feature List Finer Details App Requirements Documentation Here's the video: https://youtu.be/O3qVGr2_gJo Hope you find it helpful! Happy CRMing! Licensing: https://powerapps.microsoft.com/en-us/pricing/
Hello Readers In this blog, I am going to show you how you can utilise Power Platform and quickly create an app for your clinics. I have used both Canvas and Model driven App. Let's have a look: Canvas App This app is made of 9 screens: Home Screen Patient's Home Screen Patient Registration Screen... Continue Reading →
Hello Readers and Viewers This is the first episode of my new series 'PowerApps for Business Users & Consultants'. The objective of this series is to help get end users and functional consultants start building apps and start working on power platform. With this aim in mind, I am starting off with the very basics... Continue Reading →
Hello Readers This is a quick blog to let you know about my give away app. This app will help you in the following: Tracking visits to specific centre facility Creating Visitors Create Visits on your mobile and get rid of your notebook Market membership and other services to visitors based on visit trends You... Continue Reading →
Hello Readers and Viewers In this post/video we are uncovering new features of Dynamics 365 expected to release in October 2019 (Wave 2). Please watch: https://youtu.be/f-9S06DgNA4 Note: The audio got a bit messy in between don't know the reason; but you'll understand, I am sure 🙂 Hope it helps! Happy CRMing!
Hello Readers and Viewers In this video I will show you how to embed media in a Knowledge Article. This doesn't require you to know HTML. (Another No code solution). Here's the invisible 'Embed Media' button: Here's the video for you. https://www.youtube.com/watch?v=xlB-H0ifapw Hope it helps! Happy CRMing Guys!
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