Configure custom status on SLA Timer
May10

Configure custom status on SLA Timer

This article is about another feature that is part of Dynamics 365 2022 Release Wave 1. Let me first explain what this feature is about, because when you read the information on Microsoft’s doc site related to this feature, it might be a little bit confusing. A while ago I wrote this article on the new SLA timer control where I explained how you can add this new control toRead More Continue Reading Dian Taylor’s Article on...

Read More
Configure custom status on SLA Timer – YouTube
May10

Configure custom status on SLA Timer – YouTube

Configure custom status on SLA Timer In this video I will show you how to configure the status on an SLA Timer of a case form. This is a feature that was added under 2022 Release Wave 1. Related Article: https://d365goddess.com/configure-custom-status-on-sla-timer Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will show you how to configure the...

Read More
Interact with Dynamics 365 records in Teams Chat(Preview)
May03

Interact with Dynamics 365 records in Teams Chat(Preview)

I feel like I’ve been repeating myself, since this is yet another article where I talk about additional functionality in the Microsoft Teams and Dynamics 365 integration. As a recap, previously I wrote two articles on the embedded Teams chat in Dynamics 365 which allows users to access Microsoft Teams chat from the Dynamics 365 application (if you haven’t read the articles yet you can do so… Continue Reading Dian...

Read More
Interact with Dynamics 365 records in Teams Chat(Preview) – YouTube
May03

Interact with Dynamics 365 records in Teams Chat(Preview) – YouTube

Interact with Dynamics 365 records in Teams Chat(Preview) In this video I will show you how you can interact with Dynamics 365 records inside a Microsoft Teams Chat! Additionally I will show you how to create a Note or Task from a Microsoft Teams chat message. Related Article: https://d365goddess.com/interact-with-dynamics-365-records-in-teams-chatpreview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

Read More
Access Dynamics 365 data in Teams meetings (Preview)
Apr26

Access Dynamics 365 data in Teams meetings (Preview)

Microsoft is investing more and more in the integration between Microsoft Teams and Dynamics 365 which I believe sets Dynamics 365 even further apart from the competition. I’m sure you are familiar with some of the features we have access to today, like the ability to view Dynamics 365 data from within Microsoft Teams or the ability to access a Teams chat from within Dynamics 365, but there… Continue Reading Dian...

Read More
Access Dynamics 365 data in Teams meetings (Preview) – YouTube
Apr26

Access Dynamics 365 data in Teams meetings (Preview) – YouTube

Access Dynamics 365 data in Teams meetings (Preview) In this video I will be showing you how to access Dynamics 365 records from within a Microsoft Teams Meeting. I will show you how this works, what it looks like and how to enable this in a sandbox environment! Related Article: https://d365goddess.com/access-dynamics-365-data-in-teams-meetings-preview Article: Customizing the Deal Manager Side Pane:...

Read More
D365 Customer Service: Swarming using Teams(preview)
Apr19

D365 Customer Service: Swarming using Teams(preview)

Anyone who attended Microsoft’s Business Application Launch event has seen the new swarming functionality in Dynamics 365 Customer Service. This feature is currently in preview, but you can start testing it in your sandbox environments very soon! This feature takes advantage of the Microsoft Teams integration with Dynamics 365 Customer Service. So first… let’s discuss what this feature does!… Continue Reading...

Read More
D365 Customer Service Swarming using Teams(preview) – YouTube
Apr19

D365 Customer Service Swarming using Teams(preview) – YouTube

D365 Customer Service Swarming using Teams(preview) In this video I will discuss the new swarming preview feature for Dynamics 365 Customer Service. I will explain what ‘swarming’ is, how to set it up, and how everything works in Dynamics 365 and Teams. Related article: https://d365goddess.com/d365-customer-service-swarming-using-teamspreview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

Read More
Customer Service Admin Center App: Quick Setups
Apr12

Customer Service Admin Center App: Quick Setups

I wrote a high level overview on this app in early March as part of my series on 2022 Release Wave 1, at which time this app was still in preview. If you haven’t heard about this app, this is a new app that is part of this release, which consolidates the administrative experience from different apps into one. This will make it a lot easier to configure Dynamics 365Read More Continue Reading Dian Taylor’s Article on their...

Read More
Customer Service Admin Center App: Quick setups – YouTube
Apr12

Customer Service Admin Center App: Quick setups – YouTube

Customer Service Admin Center App: Quick setups In this video I will be discussing a new preview feature called ‘Quick Setups’ which is currently accessible from the Customer Service Admin app. Check it out! Related article: https://d365goddess.com/customer-service-admin-center-app-quick-setups Customer Service Admin Center App: https://youtu.be/g-fOnmuMPrI?t=48 Blog: https://D365Goddess.com Twitter:...

Read More
Power Automate: Copy and paste image field in D365
Apr05

Power Automate: Copy and paste image field in D365

In this article I am going to discuss how you can copy the data inside an image field from one record to the image field of another record. This could come in handy in different ways but what I am trying to accomplish here is to show related ‘hobby’ data on a contact record in Dynamics 365. In the example I am using for this article, I want to showRead More Continue Reading Dian Taylor’s Article on their blog Power...

Read More
Copy image in dataverse record using Power Automate Flow – YouTube
Apr05

Copy image in dataverse record using Power Automate Flow – YouTube

Copy image in dataverse record using Power Automate Flow In this video I will show you how you can build a flow that copies an image from one Dataverse row into another one. Related article: https://d365goddess.com/power-automate-copy-and-paste-image-field-in-d365 Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will show you how you can build a...

Read More
Customizing the side pane in the Deal Manager Workspace
Mar29

Customizing the side pane in the Deal Manager Workspace

The Deal Manager Workspace is a feature that was introduced to us in 2021 Wave 1, and is currently in public preview. The Deal Manager Workspace is a work space that sales users can access from within the Sales Hub app in Dynamics 365 Sales. If you want to learn more about the Deal Manager Workspace then take a look at this article that I wrote on the topic. ThereRead More Continue Reading Dian Taylor’s Article on their blog...

Read More
Customize sidepane in Deal Manager Workspace – YouTube
Mar29

Customize sidepane in Deal Manager Workspace – YouTube

Customize sidepane in Deal Manager Workspace In this video I will show you how you can configure the Deal Manager Workspace side pane. I will also talk about what is and what isn’t supported while configuring the side pane. Related article: https://d365goddess.com/customizing-the-side-pane-in-the-deal-manager-workspace Video: Deal Manager Workspace (Preview) – https://youtu.be/TttghCuhqH8 Blog: https://D365Goddess.com...

Read More
New Sales Reports in Dynamics 365 Sales
Mar22

New Sales Reports in Dynamics 365 Sales

There are a couple of new reports available in Dynamics 365 Sales which I wanted to share with you. The first report has several KPI’s and charts related to sequences in the Sales Accelerator. This report is part of 2021 Release Wave 1 and is currently in preview. It’s scheduled to be generally available later this month. The second report that is available is called ‘Sales usage reports’… Continue...

Read More
Preview-Sequence Reporting and Sales Usage Reports – YouTube
Mar22

Preview-Sequence Reporting and Sales Usage Reports – YouTube

Preview-Sequence Reporting and Sales Usage Reports In this video I will share a few new embedded PowerBI reports for Dynamics 365 Sales. Related Article: https://d365goddess.com/new-sales-reports-in-dynamics-365-sales Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will share a few new embedded PowerBI reports for Dynamics 365 Sales. Related...

Read More
Duplicate Detection for Leads (preview)
Mar15

Duplicate Detection for Leads (preview)

I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app. The sitemap item is called ‘Duplicate Detection(preview)’ which is a little confusing since we already have duplicate detection in Dynamics 365. More reason for me to explain what this feature is. This is not replacing the current duplicate detection settings and rules in the… Continue Reading Dian...

Read More
Duplicate Detection for Leads (preview) – YouTube
Mar15

Duplicate Detection for Leads (preview) – YouTube

Duplicate Detection for Leads (preview) In this video I’ll discuss another preview feature in Dynamics 365 Sales This feature is called Duplicate Detection for Leads and no it’s not the same as the already existing duplicate detection that is part of the application today. Want to learn more? Check out this video! Related Article: https://d365goddess.com/duplicate-detection-for-leads-preview Blog: https://D365Goddess.com...

Read More
Modern Advanced Find in D365
Mar08

Modern Advanced Find in D365

As most of you are probably aware of by now, as part of 2022 Release Wave 1 Microsoft is replacing the legacy advanced find feature with a brand new upgraded version. This is very big news, since we’ve had the legacy advance find for a long time and it’s never really been upgraded! One of the questions that I heard from the community kept coming up as people heard aboutRead More Continue Reading Dian Taylor’s Article...

Read More
2022 Release Wave 1: Modern Advanced Find – YouTube
Mar08

2022 Release Wave 1: Modern Advanced Find – YouTube

2022 Release Wave 1: Modern Advanced Find In this video I am discussing the modern advanced find which is also part of 2022 Release Wave 1. Besides searching for data, we can now give end-users the ability to hide views from the view selector! Related Article: https://d365goddess.com/modern-advanced-find-in-d365 2022 Release Wave 1 – Part 3 | 2022 Release Wave 1 – D365 CS and FS: https://youtu.be/g-fOnmuMPrI 2022 Release...

Read More
2022 Release Wave 1 – D365 CS and FS – YouTube
Mar01

2022 Release Wave 1 – D365 CS and FS – YouTube

2022 Release Wave 1 – D365 CS and FS In the third video of my series on 2022 Release Wave 1 I am discussing the updates to Dynamics 365 Customer Service and Dynamics 365 Field Service. Related Article: https://d365goddess.com/2022-release-wave-1-part-3-d365-service 2022 Release Wave 1 – Part 2 | D365 Sales: https://d365goddess.com/2021-release-wave-2-part-1-d365-sales/ 2022 Release Wave 1 – Part 1 | Generic Updates:...

Read More
2022 Release Wave 1 | Part 3: D365 Customer & Field Service
Mar01

2022 Release Wave 1 | Part 3: D365 Customer & Field Service

This is my third article on what’s new in 2022 Release Wave 1. In this article I discussing some of the most important features that are mentioned in the release notes for Dynamics 365 Customer Service and Field Service and what they mean for end-users and administrators. I was able to install the early access features on 1/31 in my sandbox so I could test some of these new featuresRead More Continue Reading Dian Taylor’s...

Read More
2022 Release Wave 2 | Part 2: D365 Sales
Feb15

2022 Release Wave 2 | Part 2: D365 Sales

It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1. In this article I am going to discuss some of the most important features that are mentioned in the release notes for Dynamics 365 Sales and what they mean for end-users and administrators of the Dynamics 365 Sales application. I installedRead… Continue Reading Dian...

Read More
2022 Release Wave 1 – D365 Sales – YouTube
Feb15

2022 Release Wave 1 – D365 Sales – YouTube

2022 Release Wave 1 – D365 Sales In the second video of my series on 2022 Release Wave 1 I am discussing the updates to Dynamics 365 Sales. Related Article: https://d365goddess.com/2021-release-wave-2-part-1-d365-sales/ 2022 Release Wave 1 – Part 1 – Generic Updates: https://youtu.be/mzeCPNiJJAc Digital selling capabilities in D365 Sales Enterprise...

Read More
2022 Release Wave 1 | Part 1: Generic Updates
Feb08

2022 Release Wave 1 | Part 1: Generic Updates

It’s that time of the year again where we all get to feel like kids at Christmas as Microsoft has just published the release notes for 2022 Wave 1! In this article I am going to discuss some of the features that are mentioned in the release notes for Power Apps and what they mean for end-users and administrators of Dynamics 365. I installed the early access features on 1/31Read More Continue Reading Dian Taylor’s Article...

Read More
2022 Release Wave 1 – Generic Updates – YouTube
Feb08

2022 Release Wave 1 – Generic Updates – YouTube

2022 Release Wave 1 – Generic Updates In the first video of my series on 2022 Release Wave 1 I am discussing the generic updates to Dynamics 365 apps. Related Article: https://d365goddess.com/2022-release-wave-1-part-1-generic-updates Model-driven app notifications – https://youtu.be/4hWE2mBfmM0 Enabling the jumpbar in D365 – https://youtu.be/VYSDZMHU_pk 2022 Release Wave Part 2 | D365 Sales –...

Read More
Digital Selling Capabilities in Dynamics 365 Sales Enterprise
Feb01

Digital Selling Capabilities in Dynamics 365 Sales Enterprise

A few days ago I noticed a new item on the sitemap in Dynamics 365 Sales when I navigate to the App Settings area in Dynamics 365 Sales Hub. The sitemap item is called ‘Digital Selling’ and takes you to a setup page where you can configure several items related to digital selling. After doing some digging and after reading the 2022 release notes for Dynamics 365 I learned everythingRead… Continue Reading Dian...

Read More
Digital Selling Capabilities for D365 Sales Enterprise – YouTube
Feb01

Digital Selling Capabilities for D365 Sales Enterprise – YouTube

Digital Selling Capabilities for D365 Sales Enterprise I noticed a new item on the sitemap in Dynamics 365 Sales when I navigate to the App Settings area in Dynamics 365 Sales Hub. The sitemap item is called ‘Digital Selling’ and takes you to a setup page where you can configure several items related to digital selling. After doing some digging and after reading the 2022 release notes for Dynamics 365 I learned everything...

Read More
Resurfacing the Jump Bar in Dynamics 365
Jan18

Resurfacing the Jump Bar in Dynamics 365

There are a lot of new features and functionality that come with each new release of Dynamics 365, but sometimes Microsoft doesn’t just add new features, sometimes they remove functionality that has been part of the application for a long (or not so long) time. They might feel that folks don’t use any of those things anymore, or they might attempt to ‘clean up’ the application or give users… Continue...

Read More
Resurfacing the Jump Bar in Dynamics 365 – YouTube
Jan18

Resurfacing the Jump Bar in Dynamics 365 – YouTube

Resurfacing the Jump Bar in Dynamics 365 This week I noticed the Jump bar was not present in a newly created instance of Dynamics 365. In this video I will show you how you can bring back the Jump bar to views in Dynamics 365. Related Article: https://d365goddess.com/resurfacing-the-jump-bar-in-dynamics-365/ Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ This...

Read More
Resource not showing in scheduling assistant while available?!
Jan11

Resource not showing in scheduling assistant while available?!

Last week I had an issue in my Dynamics 365 Field Service environment. The problem I was having was that my resource record didn’t show as an option to schedule onsite work to, while using the schedule assistant in the schedule board. I thought this was very strange, since there were no bookings or other appointments scheduled for this resource. In fact, their schedule was completely clear!… Continue Reading Dian...

Read More
Resource not showing in schedule assistant while available?! – YouTube
Jan11

Resource not showing in schedule assistant while available?! – YouTube

Resource not showing in schedule assistant while available?! Last week I had an issue in my Dynamics 365 Field Service environment. The problem I was having was that my resource record didn’t show as an option to schedule onsite work to, while using the schedule assistant in the schedule board. I thought this was very strange, since there were no bookings or other appointments scheduled for this resource. In fact, their schedule...

Read More
Microsoft Teams embedded chat in D365 | Part 2 – YouTube
Jan04

Microsoft Teams embedded chat in D365 | Part 2 – YouTube

Microsoft Teams embedded chat in D365 | Part 2 In late October of 2021 recorded a video about one of my favorite new features in Dynamics 365. Yes you guessed it, I am talking about the the Microsoft Teams integration with Dynamics 365. In particular, I am referring to the embedded chat within Dynamics 365. This functionality allows users to access Microsoft Teams chats directly from within Dynamics 365 and even allows users to link...

Read More
Microsoft Teams embedded chat | Part 2
Jan04

Microsoft Teams embedded chat | Part 2

In late October of 2021 I wrote an article about one of my favorite new features in Dynamics 365. Yes, you guessed it, I am talking about the Microsoft Teams integration with Dynamics 365. In particular, I am referring to the embedded chat within Dynamics 365. This functionality allows users to access Microsoft Teams chats directly from within Dynamics 365 and even allows users to link chats… Continue Reading Dian Taylor’s...

Read More
Command Bar designer for model-driven apps(preview)
Dec28

Command Bar designer for model-driven apps(preview)

Most of you who have needed to customize buttons in the command bar in Dynamics 365 found out that this is not something that we can do by using any of the configuration tools that come with Dynamics 365. I’ve been pulling my hair out on many occasions until I found the the ribbon workbench created by Scott Durow (one of the nicest people I have ever met!) which isRead More Continue Reading Dian Taylor’s Article on their...

Read More
Command Bar Designer (preview) – YouTube
Dec28

Command Bar Designer (preview) – YouTube

Command Bar Designer (preview) In this video I will discuss the new command bar designer which is currently in preview. I will show you how to add a custom button and how to use Power FX for button visibility and actions. Related Article: https://d365goddess.com/command-bar-designer-preview/ New Power Apps Designer: https://d365goddess.com/new-power-apps-designer-and-collapsible-groups/ Blog: https://D365Goddess.com Twitter:...

Read More
Ad-hoc Power Bi reporting in Dynamics 365 (preview)
Dec21

Ad-hoc Power Bi reporting in Dynamics 365 (preview)

In this article I am going to discuss yet another preview feature! I have to say I am super excited about this one because this feature allows users to pull up an ad-hoc Power BI report, without having to actually build a power bi report! HUH? I know that sounds strange right? How can you visualize data in Power Bi without building a report? We are all familiar with showingRead More Continue Reading Dian Taylor’s Article on...

Read More
Ad-hoc Power Bi reporting in Dynamics 365 (Preview) – YouTube
Dec21

Ad-hoc Power Bi reporting in Dynamics 365 (Preview) – YouTube

Ad-hoc Power Bi reporting in Dynamics 365 (Preview) In this video I am going to discuss yet another preview feature! This feature allows users to generate an ad-hoc Power BI report, without having to actually build a power bi report! Related Article: https://d365goddess.com/ad-hoc-power-bi-reporting-in-dynamics-365-preview/ Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

Read More
Collaboration in model-driven apps
Dec07

Collaboration in model-driven apps

It’s time for another article on a preview feature! I am very excited about this one because this feature brings functionality that we are already familiar with from other Microsoft applications to model-driven PowerApps! This means we can take advantage of this in Dynamics 365 as well! Awesome! Great! So what is it!!!? I’m sure you might have worked in a document in Microsoft 365, maybe an… Continue Reading Dian...

Read More
Collaboration in Model-Driven Apps – YouTube
Dec07

Collaboration in Model-Driven Apps – YouTube

Collaboration in Model-Driven Apps I’m sure you might have worked in a document in Microsoft 365, maybe an excel sheet or a word document? You might have worked on a few of those documents with one or more coworkers at the same time, and you probably noticed that you were able to see all the folks that were collaborating on the document simultaneously with you. By turning on this preview feature, collaboration functionality is...

Read More
Customizing the booking calendar in the Field Service mobile app
Nov23

Customizing the booking calendar in the Field Service mobile app

I wrote several articles about the new features for Dynamics 365 that were part of 2021 release wave 2, but in some instances wasn’t able to go into details because some of the functionality wasn’t available yet at the time I wrote those articles. In today I am going to discuss a specific feature for Dynamics 365 Field Service. Previously we weren’t able to add any custom fields to theRead… Continue Reading...

Read More
Customizing the booking calendar control in the Field Service mobile app – YouTube
Nov23

Customizing the booking calendar control in the Field Service mobile app – YouTube

Customizing the booking calendar control in the Field Service mobile app In this video I will show you how to configure the booking calendar control for the Dynamics 365 Field Service mobile app. Related Article: https://d365goddess.com/customizing-the-booking-calendar-in-the-field-service-mobile-app Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I...

Read More
Simplified Dataverse search configuration
Nov09

Simplified Dataverse search configuration

I am not sure if you heard yet that Relevance Search has been renamed to Dataverse Search? I actually realized it the other day when I tried to turn off Relevance Search for one of my Dynamics 365 environments, when I couldn’t locate the option to turn off Relevance Search. This option had been replaced by the option to turn off Dataverse Search instead and this is when it hitRead More Continue Reading Dian Taylor’s...

Read More
Simplified Dataverse search configuration – YouTube
Nov09

Simplified Dataverse search configuration – YouTube

Simplified Dataverse search configuration In this video I’ll discuss the new simplified configuration for Dataverse search! Check it out! Related Article: https://d365goddess.com/simplified-dataverse-search-configuration Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I’ll discuss the new simplified configuration for Dataverse search!...

Read More
New Power Apps Designer & Collapsible Groups
Nov02

New Power Apps Designer & Collapsible Groups

Microsoft just keeps rolling out new features as part of 2021 Release Wave 2 and this is another one that I am very excited about. With this release Microsoft created a new Power Apps designer that will make it even easier for app makers to configure existing apps and create new apps from scratch! Now keep in mind, this is not a form designer, we will still design our formsRead More Continue Reading Dian Taylor’s Article on...

Read More
New Power Apps Designer and Collapsible Groups – YouTube
Nov02

New Power Apps Designer and Collapsible Groups – YouTube

New Power Apps Designer and Collapsible Groups As part of 2021 release wave 2, Microsoft created a new Power Apps designer that will make it even easier for app makers to configure existing apps and create new apps from scratch! If you are using model-driven apps in your environment(s), then you’ll be able to use this new Power Apps designer as well! Besides everything we were able to do in the legacy power apps designer, we...

Read More
Microsoft Teams embedded chat
Oct26

Microsoft Teams embedded chat

Finally it’s here: Microsoft Teams embedded chat in Dynamics 365. I have waited a long time for this functionality to become available as I am sure many of you have as well! Today this feature is in preview as part of 2021 release wave 2. This might not be available in your environment when this article comes out, but that just means you will have to wait just a littleRead More Continue Reading Dian Taylor’s Article on...

Read More
Microsoft Teams embedded chat in D365 – YouTube
Oct26

Microsoft Teams embedded chat in D365 – YouTube

Microsoft Teams embedded chat in D365 In this video I will discuss the embedded Microsoft Teams chat in Dynamics 365. I will show you how to turn the preview on, and the functionality of this new feature. Related Article: https://d365goddess.com/microsoft-teams-embedded-chat Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will discuss the embedded...

Read More
Field Service Mobile App for Windows
Oct12

Field Service Mobile App for Windows

I am super excited to write about this preview feature for Dynamics 365 Field Service! I knew this was in the works, but I was waiting anxiously for this item to go to public preview so we can start using it and see what it’s all about! You already know what I’m talking about if you read the title of this article: the field service mobile app for windows isRead More Continue Reading Dian Taylor’s Article on their...

Read More
D365 FS Mobile Windows App – YouTube
Oct12

D365 FS Mobile Windows App – YouTube

D365 FS Mobile Windows App In this video I will discuss the new Dynamics 365 Field Service Mobile app for Windows which is now in preview. Related Article: https://d365goddess.com/field-service-mobile-app-for-windows Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will discuss the new Dynamics 365 Field Service Mobile app for Windows which is now...

Read More