Category Archives: Technical

Editing capability for Customer Service Historic Analytic Report within Dynamics 365 CE

Introduction: The Historic analytic report summarizes historical case details based on the agent and topics with the Summary, Agent and Topics pages which includes KPI, charts, tables etc. Now there is a way to edit historic analytic reports as per one’s requirement. This we have already seen in previous the blog. In this blog, let’s… Read More: Editing capability for Customer Service Historic Analytic Report within Dynamics… »

Share and Update Dynamics 365 CRM records with Microsoft Teams

Introduction: In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog. The main purpose of this feature is to share the records with the teams so that they can also… Read More: Share and Update Dynamics 365 CRM records with Microsoft Teams »

How to efficiently collaborate using built-in Microsoft Teams Chat

Introduction: In this blog, we will learn how we can collaborate using Microsoft Teams chat. This feature allows us to chat within Dynamics 365 CRM and also allows us to link chats to our records without leaving the application. Linked chats to records help users to maintain all the chats associated with a record in… Read More: How to efficiently collaborate using built-in Microsoft Teams Chat »

Knowledge Analytics Report in Dynamics 365 Customer Service

Introduction: The “Customer Service Insights” is now embedded in the Dynamics 365 customer service with the inbuilt AI capabilities. In the previous blog, we have already seen the “Customer service historical analytics” report which helps the service agents and managers to view historical analytics directly within the customer service. In this blog, we will have… Read More: Knowledge Analytics Report in Dynamics 365 Customer Service »

Duplicate lead detection for sales lead management in Dynamics 365 CRM

Introduction: Microsoft has announced the release of Wave 2 where new features will be available for preview. In this blog, we will see one of the features of Dynamics 365 CRM – Duplicate lead detection. Most users already use existing duplicate lead detection however it only shows the alert message. In the latest duplicate lead… Read More: Duplicate lead detection for sales lead management in Dynamics 365… »

Undo/Redo Feature is now available in the Dynamics 365 Cloud Flow

Introduction: In the Power Automate Flow, there was no option of Undo and even if we mistakenly delete something, there was no option to redo it. In April 2022 release wave 1, Microsoft introduced the feature that allows users to Undo/Redo their operations/actions in the cloud flows designer. Now, let’s explore this new feature! Given… Read More: Undo/Redo Feature is now available in the Dynamics 365 Cloud… »

Enhanced Experience for Adding Line Items/Products along with price list in Dynamics 365 CRM

Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More: Enhanced Experience for Adding Line Items/Products along with price list… »

Resubmit/Cancel Multiple Runs at the same time in Dynamics 365 Cloud Flow

Introduction: While working on the flow, sometimes there can be multiple failed runs due to which flow makers need to resubmit each failed runs individually to rerun them. It is the same in the case of canceling the flow run as well. But now in the recent April 2022 release wave 1, Microsoft introduced the… Read More: Resubmit/Cancel Multiple Runs at the same time in Dynamics 365… »