Customer Service Workspace – Macro to open an email based on template
Recently a customer of mine needed to have an agent script in their customer service workspace that opens an email using a template. I will explain how I…
Neil Parkhurst
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App Profile Manager – Known issue when importing custom app profiles
Have you been having problems in Dynamics 365 moving app profiles for your customer service workspace (CSW) from instances to instances using solution??? If so then this blog…
Customer Service Workspace – Marco to create, save and link a case
In Microsoft’s Customer Service Workspace App we can use a combination of agent scripts and macros to create automations that can aid agent productivity. In this post I…
Dynamics 365 User Group Event – February 2022
We are current busy planning our next Dynamics 365 user group event. Why not join us in February? Our next exciting Dynamics 365 Birmingham User Group meeting will…
How many “ticks” until your opportunity closes?
I recently had a requirement to show the number of days before an opportunity was due to close, this turned out to be slightly more complex than it…
Teams Chats inside Dynamics 365
Dynamics 365 now includes several Teams collaboration options, one being the ability to enable chats directly inside Dynamics 365. In this video I demo how to use and…
Dynamics 365 Customer Service SLAs and Cloud Flows
Within Dynamics 365 we can use SLAs in the customer service app. Each SLA item can trigger a Power Automate Cloud Flow to complete any actions we wish…
Dynamics 365 & Power Platform User Group – “Birmingham” Event
Register now …. D365PPUG Birmingham – Wednesday 17th November 2021 5:30pm | Meetup It feels like ages since our last Birmingham user group event. Sorry about that summer…
View Records shared with an “Access Team”
I had a really simple requirement the other day but it took me time to work out the solution! So I thought I would describe my challenge and…
JavaScript and Business Rules
I haven’t blogged about JavaScript or code changes for some time! Probably because in Microsoft Dynamics 365 I mainly use a low code approach these days. But today…