Field Services (Dynamics 365) Model Driven mobile apps
Microsoft Dynamics Field Service Mobile (2020) built their own model driven App based on PowerApps. I don’t need to recall you how this apps is usefull for our customer doing service and maintenance. Field Service (Dynamics 365) is a mobile app designed and optimized for technicians to view Dynamics 365 Field Service work orders, customer assets, accounts, and contacts. Different than Field… Continue Reading Estelle...
Work on Dynamics in teams
Teams is essential during this Covid 19 crisis, precious for teleworking, managing customer meetings, discussing and collaborating with our colleges, accessing our documents … So why not work on Dynamics 365 customer engagement directly in teams? Dynamics 365 for Microsoft Teams integration enables users to easily work with model-driven apps customer information and share files directly… Continue Reading Estelle...
D365 Colors & display (2) : Color of custom controls on fields
Color and display changes can have a great impact on the perception that our customers have of their D365 Customer Engagement, especially at the start of use. A few changes allow customers to feel quickly familiar in the tool. It is for this reason that this post is part of a series, small changes for a big ROI. Do you use Custom controls on field? No, you should try. Custom controls let you… Continue Reading Estelle...
D365 Colors & display (1) : change the business process color
Color and display changes can have a great impact on the perception that our customers have of their D365 Customer Engagement, especially at the start of use. A few changes allow customers to feel quickly familiar in the tool. It is for this reason that this post is part of a series, small changes for a big ROI. Want to change the color of a business process flow in Dynamics 365 to follow your… Continue Reading Estelle...
Never wonder how to get a list of your Business rules and Business process?
I was looking for an easy way to find a list of active business rules and business process in my CRM. Then I realized, why not using an out of the box features : Advanced find, SIMPLE & EASY, but not first solution in mind… – Open Advanced Find – Select the entity : Processes – create your query : here I want to select the Business processes and Business rules (Category = business rule &… Continue...
Onmichannel for Customer Services – D365 – latest news and great news !
Great news, Microsoft extands the Omnichannel portofolio with outstanding offers : New Channel : Teams Microsoft expands the digital communication channels available within omnichannel experience for Customer Services in Dynamics 365 with TEAMS. Microsoft complements the existing channels such as phone, email, Facebook Messenger, and SMS and support delivered for messaging channels like… Continue Reading Estelle Fremaux’s...
Dynamics 365 Sales App : Initial import from Sales Force using POWER AUTOMATE Data Flow
Easy way to migrate data from Sales Force to DYNAMICS 365 Customer Engagement Sales APP. In this case, an initial import of the entire data is required and we used to use SSIS , import excel files if the number of data is not high or other resources. Thanks to the fact that Power Apps, Power BI, and Power Automate are built on the Common Data Services, the Power Platform has access to a… Continue Reading Estelle Fremaux’s...
Omnichannel for Customer Services – Dynamics 365
Omnichannel for Customer Service is an add-on for Dynamics 365 Customer Service featuring live chat capabilities to help employees answer to question online. Can be used for internal or customer needs. These include contextual customer identification, real-time alerts and knowledge integration to increase the value of self-service web portals. Additional features include routing and a work… Continue Reading Estelle...