Introduction As we already know the Subject table is used to create a hierarchy of topics to organize and maintain information and categorize service Cases, Knowledge Base Articles, and Products in Dynamics 365 CRM. In recent 2021 Wave 2 release, new user experience on Subject table has been introduced i.e. a new subject control –… Read More »
Introduction: Earlier, whenever there was a need to add new columns or remove columns from the home grid of any entity you had to perform a series of steps like navigating to customization, choosing the entity, adding the columns and then publishing it. Now, with just one click on the setting in the model-driven apps,… Read More »
Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown… Read More »
Introduction The 2021 release wave 2 for Dynamics 365 brings innovations that provide you with significant capabilities to transform your business. Microsoft enhanced some features in the 2021 release wave 2 and made them user-friendly and easy to access. I have mentioned some of them below. • Open Record in New Window Wave 1 –… Read More »
Introduction: In the new 2021 release wave 2, Microsoft has removed the dependency on web client hybrid experience and introduced a Unified Interface dialog experience using which users will be able to edit multiple rows easily. It is also supported on the mobile experience. So, let’s see how it looks! First, go to the table’s… Read More »
Introduction As we know, we can pause and resume the SLA based on the Status Reason field of an entity by configuring Service Management settings. Here, you can see the below screenshot from Service management>>Service Configuration Settings But this option was only limited to the “Status Reason” column of any entity. If you wanted to… Read More »
In the earlier post, we had a look at the Customer Service workspace app with its Smart assist feature. In this part we will have a look at the capabilities to assist the agent and aid them with the help of Agent Scripts and Macros. Agent Scripts: These could be used to provide the agents… Read More »
Introduction In Dynamics CRM wave2 many enhancements are added. The additional charts customization options are added in the wave2. Charts are used to show a visual representation of the data. To make chart visualization more friendly and attractive, in wave2 following options are provided. It includes the addition of support for gridline color, grid tick… Read More »
Introduction The 2020 release of Wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. Microsoft enhanced some features in 2020 release wave 2 and made them user friendly and easy to access. .I have mentioned some of them below. Switching the App Wave 1 – By… Read More »
Users can compose, edit and send emails from the Dynamics 365 Mobile App in Dynamics 365 -2020 release wave 2. Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads,… Read More »