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Dian Taylor

478 Posts
132,020 Views
Dynamics 365 Customer Engagement

Timeline Updates

For the people that are not familiar with the timeline in Dynamics 365, the timeline is a control that you’ve probably seen on many of the forms in…

📅 14 November 2023 👁 336 views
Video

Timeline Enhancements – YouTube

Timeline Enhancements In this video I’ll discuss some new timeline enhancements in Dynamics 365. I’ll show you how users can create bookmarks in the timeline and how they…

📅 14 November 2023 👁 154 views
Dynamics 365 Customer Engagement

Use plugin actions in Power Virtual Agents (preview)

If you read last week’s article than you know that Microsoft announced a couple of new features during the Microsoft Power Platform Conference that took place in Las…

📅 31 October 2023 👁 745 views
Dynamics 365 Customer Engagement

Upload documents as a source for generative answers (preview)

If you attended Microsoft’s Power Platform Conference this month, then you probably heard about some of the new (preview) features that were announced for Power Virtual Agents! If…

📅 24 October 2023 👁 252 views
Video

Improved Work Order Experience (Preview) – YouTube

Improved Work Order Experience (Preview) In this video I will discuss the new and improved work order experience in Dynamics 365 Field Service. I will discuss the updated…

📅 10 October 2023 👁 153 views
Dynamics 365 Customer Engagement

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…

📅 19 September 2023 👁 188 views
Video

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…

📅 19 September 2023 👁 183 views