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Dian Taylor

478 Posts
129,799 Views
Dynamics 365 Customer Engagement

Extending Copilot in D365 Sales – Part 1

You have most likely heard of all the different Copilots that Microsoft published in the past year, from Copilot in Microsoft Teams to Copilot in SharePoint, Dynamics 365…

📅 29 October 2024 👁 613 views
Video

Extend Copilot in D365 Sales – Part 1 – YouTube

Extend Copilot in D365 Sales – Part 1 If you’ve worked with Dynamics 365 Sales, before you’re likely familiar with the concept of “Copilot in Dynamics 365 Sales.”…

📅 29 October 2024 👁 408 views
Dynamics 365 Customer Engagement

Building Topics with Inputs & Outputs in Copilot Studio

There have been a lot of updates to Copilot Studio recently! During the Power Platform Community Conference Microsoft announced a lot of new features, but there were some…

📅 22 October 2024 👁 300 views
Dynamics 365 Customer Engagement

Case handling time (Preview)

Organizations might have the need to track the total time agents spend on cases for several reasons. By monitoring time, managers can identify areas where agents excel and…

📅 8 October 2024 👁 339 views
Video

Case Handling Time (Preview) – YouTube

Case Handling Time (Preview) In this video I will discuss the Case Handling Time feature for Dynamics 365 Customer Service, that is currently in preview. Learn more here:…

📅 8 October 2024 👁 161 views
Dynamics 365 Customer Engagement

Power Platform Community Conference Top Announcements

This year I attended the Power Platform Community Conference for the third year in a row. The event took place in Las Vegas, Nevada which was the same…

📅 1 October 2024 👁 295 views
Dynamics 365 Customer Engagement

New lead qualification experience

When 2024 release wave 2 came out, one of the features in the long list of updates for Dynamics 365 Sales was the new lead qualification experience. This…

📅 10 September 2024 👁 353 views