Tag: #365 #Dynamics365 #CRM #MS CRM

Dynamics 365 Wave 1 2020 Release|Customer Service

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 notes and keyword search

•Support for site entity

•Enhancements in SLA

•Automatically create and update records

Download PDF Here from Microsoft

Video here:

Note: 11:55 in the video I missed a queue feature, screenshot below:

Another one I missed, ‘Automatic record creation’- condition builder now allows you to save and open in Power Automate; screenshot below:

Hope it helps!

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Thanks!

Let’s keep sharing!

Dynamics 365 Wave 1 2020 Release|Sales

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 updates

Licensing

•Sales Team Member

•Customer Service Team Member

•Project Resource Hub

Simplified Experiences

•Enhanced experience for adding products

•Easier Selection of email templates

•Manage activities with ease

•Save standardize PDF documents

•Opportunities in Kanban

Download PDF Here from Microsoft

Video here:

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

Managing D365 Security Roles via PowerApps

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 PowerApps
  • Go to MS Flows from within PowerApps

Here’s the video:

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Hope it helps!

 

PowerApps for Business Users & Consultants: Episode 3- Everyday Formulas

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:

Hope you find it helpful!
Happy CRMing!

PowerApps for Business Users & Consultants: Episode 2- Requirement Gathering

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:

Hope you find it helpful!
Happy CRMing!

Patient Management App

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
      • Book a Consultation
    • Doctor’s Home Screen
      • My Patients
      • My Consultations
        • Consultation Details
        • Add Prescriptions

Some screenshots from the app:

                                    Home                                          Patients Home 

 

                       Doctors Home                                           Adding Prescription

                      My Consultations                              My Patients

Note: Video coming soon so you can see the entire app working. Keep an eye on YouTube

Features of the app:

  • Allow patient registration at the clinic reception
  • Allow patients to book consultations at the clinic reception
  • Allow Doctors to look at their Consultations for the day
  • Allow Doctors to add prescriptions
  • Allow Doctors to send prescription to patients via email (checkbox)
  • Allow Doctors to send Medical Certificate via email (checkbox)
  • Allow Doctors to send prescription to the pharmacy of patient’s choice (on demand only)

Model Driven App

This app is made of the following components:

Clinic Management (Dashboard)

Screen Shot 2019-09-11 at 1.13.19 pmScreen Shot 2019-09-11 at 1.13.40 pm

Screen Shot 2019-09-11 at 1.13.59 pm

Screen Shot 2019-09-11 at 1.14.13 pm

Patients (Contacts)

Screen Shot 2019-09-11 at 1.18.18 pm

Pharmacies (Accounts)

Drugs & Dosage (Products)

Consultations (Appointments)

Screen Shot 2019-09-11 at 1.15.44 pm

Prescriptions (Custom)

Screen Shot 2019-09-11 at 1.49.49 pm

Features of the app:

  • Track your patients at one place
  • Track the performance of your clinic with dashboards
  • Add medicines to the catalogue on the go
  • Track history of patients prescriptions
  • Store copies of Medical Certificate and prescriptions without scanning (Word Templates)
  • *Extension: Use MS Flows to convert documents to PDF
  • Set up email templates for regular communication with your patients

 

Hope it helps!

Happy CRMing!

 

PowerApps for Business Users & Consultants: Episode 1-Essentials To Get You Started

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 of PowerApps. All my episodes will be from scratch and all basic so everyone watching can understand it.

Here’s the video to get you started:

 

Hope it helps!
Happy CRMing!!