Smart Email Validation for Dataverse(preview)
You might remember that I wrote an article about the email validation feature which went into public preview back in October of 2022. (Yes it is still in preview today!). This feature allowed us to validate email addresses for leads (and now also contacts) in Dynamics 365 Sales. As you might or might not know, leads and contacts have several email address columns; ‘emailaddress1‘,… Continue Reading Dian...
Smart Email Validation(preview) for Dataverse – YouTube
Smart Email Validation(preview) for Dataverse In this video I will discuss the Smart Email Validation for Dataverse(preview) which is different from the email validation feature for leads and contacts! Related Article: https://d365goddess.com/smart-email-validation-for-dataverse Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will discuss the...
Intelligent Suggestions in Dynamics 365 Sales
During 2023 Release Wave 1 the feature called ‘Provide intelligent suggestions to improve seller effectiveness’ was announced. I have to say the description of this feature was a little vague and blurry (just like the related screenshots), but my understanding of the functionality was, that the system / artificial intelligence will automatically create suggestions in the system related to… Continue Reading Dian...
Intelligent Suggestions(preview) – YouTube
Intelligent Suggestions(preview) In this video I will demonstrate how intelligent suggestions/insights(preview) look inside of Dynamics 365 Sales. I will show you a couple of different ways to create these insight/suggestion records in the system so you can test this feature. Related Article: https://d365goddess.com/intelligent-suggestions-in-dynamics-365-sales Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess...
Field Service app (preview) for Teams
I’m sure many of you have caught wind of the exciting news around Field Service Copilot which was announced just a few weeks back. The wait is over, especially for those in the NA regions, as we got access to the preview feature on August 11th. In case you haven’t bumped into the buzz about Dynamics 365 Field Service Copilot, let me break it down for you. Imagine having anotherRead… Continue Reading Dian...
Field Service App(preview) for Teams – YouTube
Field Service App(preview) for Teams Last week Microsoft I created a video showing the preview of Field Service Copilot in Outlook. In this video I will discuss the Field Service App (preview) for Microsoft Teams and Viva Connections. Related Article: https://d365goddess.com/field-service-app-preview-for-teams Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/...
Field Service Copilot – Outlook experience (preview)
I’m sure many of you have already heard about the preview of Field Service copilot that was announced by Microsoft a few days ago. We had to wait until August 11th (at least for the environments in the NA regions) to get access to this. If you are not familiar with Field Service Copilot and haven’t heard or seen any of the announcements, let me explain what this is. FieldRead More Continue Reading Dian Taylor’s...
Field Service Copilot – Outlook Experience – YouTube
Field Service Copilot – Outlook Experience Last week Microsoft announced the preview of Field Service Copilot. This experience uses Outlook and Teams, and in this video I will discuss the Outlook experience. Come back next week to learn all about the Microsoft Teams experience! Related Article: https://d365goddess.com/field-service-copilot-outlook-experience-preview Blog: https://D365Goddess.com Twitter:...
Configure Sales Copilot for D365 Sales (preview)
I previously wrote an article when I initially gained access to the preview for Sales Copilot, where I explained how to install/enable Sales Copilot in Dynamics 365 and showed you how it works. If you haven’t read the article yet, you can access it here. Since then, a few things happened an a few updates were implemented to enhance Microsoft’s Sales Copilot. Let’s first talk about what… Continue Reading Dian...
Configure Sales Copilot(preview) – YouTube
Configure Sales Copilot(preview) There have been a few changes to Sales Copilot! One of them is the way to enable Sales Copilot in Dynamics 365(preview)! In this video I will talk about the changes and go through the steps to enable Sales Copilot in Dynamics 365. On top of that I will show you how to configure the columns Sales Copilot uses in Dynamics 365! Related Article: https://d365goddess.com/configure-sales-copilot-preview Blog:...
2023 Wave 2 Release Notes: D365 Field Service
If you’ve been following my recent articles, you might already be aware that the release notes for the second wave of 2023 were unveiled on July 18, 2023! In my first article, I mentioned that I had the opportunity to review them, and as a result, I’ll be writing a series of articles discussing the new features and updates included in this release. I kicked off the series by focusingRead… Continue Reading Dian...
2023 Wave 2 Release Notes: D365 Customer Service
If you read my most recent article, you have probably heard that the release notes for 2023 Release Wave 2 came out on July 18, 2023! As I mentioned in last week’s article, I had a chance to look them over and I am writing another series of articles on the new features and updates that are part of this release. I started last week with the first part ofRead More Continue Reading Dian Taylor’s Article on their blog 2023...
2023 Wave 2 Release Notes: D365 Sales
Today is a very exciting day, because Microsoft just published the release notes for Dynamics 365 and Power Platform! I had a chance to look them over and I am working on another series on the new features and updates that are part of this release. I will start the first part of this series with Dynamics 365 Sales. Keep in mind that at the time this article was written,Read More Continue Reading Dian Taylor’s Article on their...
Viva Sales: Collaboration space
Viva Sales has a new feature called collaboration spaces, which will help with collaboration between sales teams. I’m sure you’re already familiar with the Dynamics 365 and Microsoft Teams integration, which (among other things) gives sellers the ability to create Microsoft Teams and Teams channels linked to a Dynamics 365 record, but this new feature stacks on top of that functionality. With… Continue Reading Dian...
Viva Sales: Collaboration Space – YouTube
Viva Sales: Collaboration Space Viva Sales has a new feature called collaboration spaces. I’m sure you’re already familiar with the Dynamics 365 and Microsoft Teams integration, which (among other things) gives sellers the ability to create Microsoft Teams and Teams channels linked to a Dynamics 365 record, but this new feature stacks on top of that functionality and makes it faster and easier to create Teams and channels!...
Copilot for Dynamics 365 Sales
I’m sure you have all heard of the new Copilot feature that Microsoft announced in March of this year. Essentially, Copilot is an AI-powered productivity tool that uses natural language processing and machine learning to understand users’ requests and provides personalized recommendations, tips, and assistance. This means that users can ask Copilot questions and get instant answers, guidance,… Continue Reading Dian...
Copilot D365 Sales – YouTube
Copilot D365 Sales In this video I will discuss Copilot for Dynamics 365 Sales. Essentially, Copilot is an AI-powered productivity tool that uses natural language processing and machine learning to understand users’ requests and provides personalized recommendations, tips, and assistance. This means that users can ask Copilot questions and get instant answers, guidance, and suggestions to help them work more efficiently. Related...
Smart Org Chart (preview)
Most people who have worked with Dynamics 365 Sales before probably know about the org chart capabilities in the application. If you’re not familiar, the name already explains it. We can show the organizational structure of an organization as an org chart, by moving the related account contacts around which visualizes the hierarchy of all the people related to an account in Dynamics 365. The… Continue Reading Dian Taylor’s...
Smart Org Chart(preview) – YouTube
Smart Org Chart(preview) In this video I will show you the smart org chart which is currently in preview! I’m using the characters from the TV show ‘The Office’ to build out the org chart. Related Article: https://d365goddess.com/smart-org-chart-preview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will show you the smart org...
Enhanced Case Experience in D365 Customer Service
In the last 3 articles I wrote, I discussed a whole bunch of new PCF controls that became available for Dynamics 365 Customer Service. In this article I am going to discuss the new Enhanced Case Experience in Dynamics 365 Customer Service. This enhanced experience introduces two brand new case forms for the Customer Service Workspace app, and you’ll notice that all the controls I discussed in… Continue Reading Dian...
Enhanced Case Experience – YouTube
Enhanced Case Experience In this video I will discuss the new enhanced case experience available in Dynamics 365 Customer Service. Related Article: https://d365goddess.com/enhanced-case-experience Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will discuss the new enhanced case experience available in Dynamics 365 Customer Service. Related...
D365 CS: Spice up your case forms with new controls! | Part 2
In my last article and the article before that, I discussed a few of the new PCF controls that became available for Dynamics 365 Customer Service. In this article I am going to wrap up this topic and discuss the remaining PDF controls that you can add to your custom or out of the box case forms in the Customer Workspace app. You might have thought that I covered aRead More Continue Reading Dian Taylor’s Article on their blog...
Spice Up Your Case Forms!! Part 2 – YouTube
Spice Up Your Case Forms!! Part 2 In this video I will share the remaining PCF controls that came out recently for Dynamics 365 Customer Service. I will show you what they look like, what we can do with them and how to add them to a (custom) form! Related Article: https://d365goddess.com/spice-up-your-case-forms-with-new-controls2 Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...
D365 CS: Spice up your case forms with new controls!
If you read last weeks article, where I talked about the new 360 customer component which came out as part of 2023 release wave 1. I also talked about how you can use and configure this component in conjunction with cases in Dynamics 365 customer service. The Microsoft documentation has this component listed under Dynamics 365 Customer Service, so it might be the case that we can’t use the… Continue Reading Dian...
D365 Customer Service: Spice up your case forms with new controls! – YouTube
D365 Customer Service: Spice up your case forms with new controls! If you saw last week’s video, you know I talked about the new 360 customer component which came out as part of 2023 release wave 1. I also talked about how you can use and configure this component in conjunction with cases in Dynamics 365 customer service. This week I am going to expand on the configurations I discussed last in week’s video. This means I will talk...
D365 Customer Service: Customer 360 Component
In today’s article I am going to discuss yet another feature that was part of 2023 release wave 1 which is called the Customer 360 component. This component allows system administrators or makers to display details of a customer field on a case record. We already had the ability to do that by using a quick view form, but by using this control makers can configure which fields to showRead… Continue Reading Dian...
D365 Customer 360 Component – YouTube
D365 Customer 360 Component In today’s article I am going to discuss yet another feature that was part of 2023 release wave 1 which is called the Customer 360 component. This component allows system administrators or makers to display details of a customer field on a case record. We already had the ability to do that by using a quick view form, but by using this control makers can configure which fields to show (in the control)...
Copilot for Dynamics 365 Customer Service
I am sure you have heard all about Microsoft’s new AI capabilities called ‘Copilot’ that is coming to other Microsoft software besides Dynamics 365! In a previous article I discussed some of the Viva Sales Copilot features like the ability to have AI create email responses for customers based on Dynamics 365 data and Microsoft 365 data. (If you haven’t read the article or seen the video you… Continue...
Copilot for Dynamics 365 Customer Service – YouTube
Copilot for Dynamics 365 Customer Service In this video I will tell you all about Microsoft’s Copilot for Dynamics 365 Customer Service! In case you were wondering what Copilot is: Copilot provides customer service agents with 24/7 AI-powered assistance to help them find resources that will help resolve issues faster, handle cases more efficiently, and automate time-consuming tasks so agents can focus on delivering high-quality...
D365 Field Service: Trades
Another feature for Dynamics 365 Field Service that is part of 2023 release wave 1 is the ability to use trades to group services together. There are a lot of benefits to using trades in D365 Field Service, but before I get into that, let me first explain what trades represents in Dynamics 365 Field Service. As you probably already suspected, trades are the types of services that your… Continue Reading Dian Taylor’s...
Trades – YouTube
Trades In this video I will discuss another 2023 Release Wave 1 feature that is part of Dynamics 365 Field Service called Trades. Related Article: D365 Field Service: Trades Another feature for Dynamics 365 Field Service that is part of 2023 release wave 1 is the ability to use trades to group services together. There are a lot of benefits to using trades in D365 Field Service, but before I get into that, let me first explain what...
D365 Field Service: Not-to-exceed values
This month there are a bunch of features that are part of 2023 Release Wave 1 that will roll out. One of them is the not-to-exceed functionality in Dynamics 365 Field Service. This is functionality we have been waiting for and I am excited that it’s finally rolling out! I’ve had some prospects in the past who were interested in this type of functionality and I ended up building thisRead… Continue Reading Dian...
D365 Field Service: Not-to-Exceed Functionality – YouTube
D365 Field Service: Not-to-Exceed Functionality In this video I will discuss the Not-to-exceed functionality that is coming to Field Service as part of 2023 release wave 1! Related Article: D365 Field Service: Not-to-exceed values This month there are a bunch of features that are part of 2023 Release Wave 1 that will roll out. One of them is the not-to-exceed functionality in Dynamics 365 Field Service. This is functionality we have...
Build Power Virtual Agent topics with GPT
There were so many announcements this month and most of them were around Microsoft’s new offering called Copilot. Microsoft Copilot is a new product that helps end users be more productive by providing personalized assistance and support within the Microsoft 365 suite of applications. Essentially, Copilot is an AI-powered tool that uses natural language processing and machine learning to… Continue Reading Dian...
Copilot PVA – YouTube
Copilot PVA In this video I will explain how Copilot for Power Virtual Agents (preview) will make building topics MUCH easier! Related Article: Build Power Virtual Agent topics with GPT There were so many announcements this month and most of them were around Microsoft’s new offering called Copilot. Microsoft Copilot is a new product that helps end users be more productive by providing personalized assistance and support within...
Viva Sales: Administrator Settings
I wrote two articles about Viva Sales back in August of last year, when it first became available in preview. If you haven’t read those articles, you can read part 1 here and part 2 here. Viva Sales has been generally available since October of 2022. Since the release, there have been some enhancements to Viva Sales. Last week I wrote an article about the new suggested email replies… Continue Reading Dian Taylor’s...
Viva Sales-Administrator Settings – YouTube
Viva Sales-Administrator Settings In this video I will show you how to access the administration settings for Viva Sales. This will allow you to configure forms that are used in Viva Sales, make fields editable, etc. Related Article: Viva Sales: Administrator Settings I wrote two articles about Viva Sales back in August of last year, when it first became available in preview. If you haven’t read those articles, you can read part...
Viva Sales – Suggested Email Replies (preview) – YouTube
Viva Sales – Suggested Email Replies (preview) In this video I will discuss the new suggested replies feature in Viva Sales, which allows sellers to quickly generate automatic email responses from Viva Sales using AI. Related Article: Viva Sales: Suggested Email Replies I am sure you’ve heard of Viva Sales, which was launched by Microsoft last year in October of 2022. If you haven’t heard of it, it’s definitely...
Viva Sales: Suggested Email Replies
I am sure you’ve heard of Viva Sales, which was launched by Microsoft last year in October of 2022. If you haven’t heard of it, it’s definitely time you learned about it! Microsoft Viva Sales is an application that makes selling easier. It works with Microsoft Outlook and Microsoft Teams to automatically record and view information about customers in a customer relationship management (CRM)… Continue Reading...
Power Virtual Agents: Conversation Booster(preview)
Microsoft announced a new amazing preview feature for Power Virtual Agents yesterday, which you can try out today! If you are aware of how Power Virtual Agents (and most chatbots) work, then you know that usually, when a chatbot encounters a question or response that it doesn’t know how to answer, it can only ask the user to rephrase or connect to a human agent. But now, with the newRead… Continue Reading Dian...
PVA Conversation Booster – YouTube
PVA Conversation Booster In this video I will tell you all about the new PVA preview feature Conversation Booster! Related Article: Power Virtual Agents: Conversation Booster(preview) Microsoft announced a new amazing preview feature for Power Virtual Agents yesterday, which you can try out today! If you are aware of how Power Virtual Agents (and most chatbots) work, then you know that usually, when a chatbot encounters a question or...
2023 Release Wave 1: D365 Customer Service | Part 2
On January 25, 2023 the release notes for 2023 Release Wave 1 were made public, so I took the opportunity to thoroughly review the documentation to provide you with a comprehensive understanding of the upcoming features. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at some point in time, and others might get added so I would… Continue Reading Dian...
2023 Release Wave 1: D365 Customer Service | Part 1
It’s that time of year again! On January 25, 2023 the release notes for 2023 Release Wave 1 were made public, so I took the opportunity to thoroughly review the documentation to provide you with a comprehensive understanding of the upcoming features. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at some point in time, and… Continue Reading Dian...
2023 Release Wave 1: D365 Sales Release Notes | Part 2
Last week I published part 1 of my series on 2023 Release Wave 1. There are so many features and updates for Dynamics 365 Sales alone, which is why I decided to split the article for D365 Sales into two parts. If you haven’t read the previous article, you can do that here. Last week I dove into the documentation and decided to do read through of all the featuresRead More Continue Reading Dian Taylor’s Article on their blog...
2023 Release Wave 1: D365 Sales Release Notes | Part 1
It’s that time of year again! On January 25, 2023 the release notes for 2023 Release Wave 1 were published! I dove into the documentation and decided to do read through of all the features to (hopefully) give you a better understanding of what’s coming in this wave. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at someRead… Continue Reading Dian...
Schedule weekly email with quote details and hyperlink | Part 2
Last week I wrote part 1 of my article on how you can use Power Automate to automatically send a weekly email with data from Dynamics 365 Sales, or Dataverse. If you haven’t read the article yet, I would suggest doing that first. You can access the article here. In today’s article I am going to finish building the Power Automate flow. Last week we left off at the ‘ListRead More Continue Reading Dian Taylor’s...
Auto-send weekly email with quote details and hyperlink – YouTube
Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...
Auto-send weekly email with quote details and hyperlink – YouTube
Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...
Auto-send weekly email with quote details and hyperlink – YouTube
Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...
Auto-send weekly email with quote details and hyperlink – YouTube
Auto-send weekly email with quote details and hyperlink In this video I will show you how you can use power automate to schedule emails with a nice looking list of quotes from Dataverse, including a hyperlink to the quote row in Dynamics 365! Related Articles: Schedule weekly email with quote details and hyperlink | Part 1 In todays article I am going to explain a specific requirement and show you how we can use power automate to...