In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 1. The customer 360 component allows users to visualize the customer data on the case form. Previously, using the quick view form we could visualize the data but couldn’t edit the same. In the customer 360 component,… Read More: Customer 360 component in Microsoft Dynamics 365 Customer Service »
We are already familiar with the Auditing feature, which enables us to track user access to the system, monitor updates made to specific columns, retrieve previous column values before updates, identify record deletions, and much more. Audit logs can be viewed in the Audit History tab for a single record and in the Audit Summary… Read More: Auditing of Security Role in Microsoft Dynamic 365 CRM with… »
With the wave 1 rollout in Microsoft Dynamics 365 CRM earlier this year, there has been an addition of a new type of entity in Dynamics CRM. It is called an “Elastic” entity. In this blog, we will walk through one of the capabilities of this newly launched feature, what makes it different from the… Read More: Enabling/creating the entity as type “Elastic” within Microsoft Dynamics 365… »
Introduction We learned how to link teams with Microsoft Dynamics 365 CRM in our previous blog. We will now learn how to view Teams chat in the record’s timeline. Email and phone calls are effective ways to communicate with customers, but chatting with them casually can also help resolve their issues faster. This gives them… Read More: How to show Teams chat on the connected records timeline… »
To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views. Here are the steps to access this feature- Step 1:… Read More: Email Template Selection Enhancement within Microsoft Dynamics 365 CRM »
Marketing involves presenting an idea, a product, or a service to a target audience. By focusing on a customer’s needs and wants, companies are able to determine who might purchase their product and how to attract them. The concept of email can be quickly transitioned to the concept of writing by using content ideas as… Read More: Automatic Email content suggestion using Microsoft 365 Copilot »
In an organization, we all know the significance and importance of License Consumption by the Users for an Environment, especially in the Business of Dynamics 365. To ease this for the Users, Microsoft has introduced a new feature, as an enhancement, as a part of the recent “2023 Wave 1 Release” An organization can have… Read More: View & Manage License Consumption in a Dynamics 365/ Power… »
A few interesting features have been added to the Timeline view in the 2023 release wave 1 plan. These include Display Layout, Copy to Clipboard command, and inline images and files in the notes. Let’s explore! Display Layout You can choose the timeline layout as required from two options, i.e., roomy or cozy. When you… Read More: Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM »
As we all already know the significance of the ability to share any sort of data/information with other users in the system, in general, Dynamics 365 allows users to share the records of the entities with other users across the system. Taking this further, In the wave 1 rollout of Microsoft D365, this ability to… Read More: Enabling modern “Share” provision on Dashboards and Views within Dynamics… »
In today’s competitive market, we all know the significance and importance of sources of data and information. When it comes to the business of Microsoft Dynamics 365, customer service is widely used. “Knowledge search” stands as an integral component/module of the customer service hub in Microsoft Dynamics 365 letting users work by searching through the… Read More: Enabling external providers/sources for knowledge search in Microsoft Dynamics 365… »