Associate emails to multiple records (preview)
As you might or might not know, today we only have the ability to relate activities to ONE row (or record) in Dynamics 365 CX by setting the…
Dian Taylor
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Associate emails to multiple records in Dynamics 365 – YouTube
Associate emails to multiple records in Dynamics 365 We have been asking Microsoft for a while to allow sellers to associate emails to multiple records in Dynamics 365,…
Get document recommendations from SharePoint (preview) from Copilot for Sales
Last Friday I noticed that a highly anticipated feature in Dynamics 365 Sales is now in preview! This feature is part of the 2024 release wave 1. With…
Get document recommendations from SharePoint (preview) in Dynamics 365 Sales – YouTube
Get document recommendations from SharePoint (preview) in Dynamics 365 Sales Did you know that a new preview feature is out that allows sellers to use Copilot for Sales…
Find Dynamics 365 Data in Outlook using mentions
Today I stumbled across a feature that is pretty new! This feature was just released on March 6th and I have to say I am loving it! Apparently,…
Find Dynamics 365 Date in Outlook using mentions – YouTube
Find Dynamics 365 Date in Outlook using mentions In this video, I’m going to show you a feature that just because generally available, which makes this process much…
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)
I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There…
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) – YouTube
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) Learn all about how to extend M365 Copilot with Dynamics 365 Data using plugins! Related Article: https://d365goddess.com/extend-copilot-for-microsoft-365-with-dynamics-365-data-preview Blog:…
2024 Wave 1 Release Notes: D365 Field Service
Like every year, I’ve been writing several articles about the features included in the 2024 Wave 1 release for Dynamics 365 CX! In the first article of this…
2024 Release Wave 1 – D365 Field Service – YouTube
2024 Release Wave 1 – D365 Field Service This is the 4th video in my series about 2024 Release Wave 1. In this video I will discuss and…