Dynamics 365 Field Mappings to Quote, Order and Invoice
In Dynamics 365 it might be common to add custom fields to opportunity products, quotes lines, order lines and invoice lines. As we progress from an opportunity into…
Neil Parkhurst
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Birmingham D365 and Power Platform User Group – September 2023
Our next Dynamics 365 / Power Platform user group meeting is fast approaching! On 21st September, if you are in Birmingham why not come and join us? As…
Sales Sequences
Have you used the Sales Sequences feature of Dynamics 365? I hadn’t until recently, so in this post I will explain the concept. Sales Sequences can be useful…
Omnichannel for Customer Service – Session Icons
I love finding small features I’ve previously missed! This post is about such a feature, the ability within the customer service workspace to have custom session icons. When…
Omnichannel for Customer Service – Summaries
We have a new feature available in Omnichannel for Customer Service! We can now use co-pilot to generate conversation and case summaries. In this post I will review…
Omnichannel for Customer Service – OTP
I recently read a post by Joe Gill around setting up one-time passwords (OTP) using a Power Virtual Agent. It got me thinking about other scenarios when we…
D365PPUG – Birmingham Event July 2023
I guess your mind might be focused on summer holidays right now! And I don’t blame you … but don’t forget that our next amazing free Dynamics 365…
Omnichannel for Customer Service – Voice Greeting
First impressions count! Microsoft has recently added a new automated message to the voice channel within Omnichannel for Customer Service. In this post I will explain why I…
Sending Dynamics 365 Emails from Queues
I recently had a small challenge, which I have decided to blog about just in case you face a similar issue. I had a requirement to send emails…
Customer Service Workspace – Enhanced Case Experience
We can now enable enhanced case forms within the Customer Service Workspace. (Microsoft’s Dynamics 365 Customer Service app that supports multiple sessions / tabs.) In this blog post…