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…
Dian Taylor
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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…
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…
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…
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,…
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…
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 satisfy this particular requirement. A few months…
Modernized Case Grids – YouTube
Modernized Case Grids In this video I’ll discuss the new Modernized Case Grid. This functionality is part of 2022 Wave 2, which went into GA in December 2022.…
Modernized Case Grids
You might not have noticed due to the holidays last month, but another 2022 Wave 2 feature that is part of Dynamics 365 Customer Service went into general…
Power Virtual Agents: Question Options Deep Dive
Since the public preview of the updated version of Power Virtual Agents became available last month, I have been hitting PVA hard. Meaning any time I had availability…