Skip to content

Dian Taylor

478 Posts
132,117 Views
Dynamics 365 Customer Engagement

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…

📅 29 August 2023 👁 235 views
Video

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…

📅 29 August 2023 👁 127 views
Dynamics 365 Customer Engagement

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,…

📅 22 August 2023 👁 377 views
Video

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…

📅 22 August 2023 👁 167 views
Dynamics 365 Customer Engagement

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…

📅 15 August 2023 👁 435 views
Video

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…

📅 15 August 2023 👁 201 views
Dynamics 365 Customer Engagement

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…

📅 8 August 2023 👁 537 views
Video

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…

📅 8 August 2023 👁 177 views
Dynamics 365 Customer Engagement

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!…

📅 31 July 2023 👁 223 views
Dynamics 365 Customer Engagement

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…

📅 25 July 2023 👁 202 views