Dynamics 365 Customer Engagement
Had shared the steps we had followed to reduce the storage space for one of our environments which was a copy of production below a few months back –https://nishantrana.me/2023/09/28/free-up-storage-space-dataverse-dynamics-365/ This time we…
Dynamics 365 Customer Engagement
Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value…
📅 9 October 2024
👁 509 views
Dynamics 365 Customer Engagement
Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want…
📅 8 October 2024
👁 328 views
Dynamics 365 Customer Engagement
Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want to Identify Sales Team…
Dynamics 365 Customer Engagement
Suppose we have the following whole number fields, where Field C is the calculated column and is the sum of Field A and Field B Field C calculated…
📅 7 October 2024
👁 793 views
Dynamics 365 Customer Engagement
Below are the quick steps to create a copilot with Dataverse as the Knowledge source and Teams as the channel Open the Microsoft Copilot Studio site https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio Select…
📅 1 October 2024
👁 393 views
Dynamics 365 Customer Engagement
To enable the feature of generating knowledge articles through Copilot, navigate to Customer Service Admin Center >> Agent Experience >> Knowledge >> Knowledge Creation Agree to the terms…
📅 30 September 2024
👁 562 views
Dynamics 365 Customer Engagement
By default, we can only specify the contact associated with the customer for the case record. If we try specifying a contact record that is not associated with…
📅 24 September 2024
👁 448 views
Dynamics 365 Customer Engagement
With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and cleaner form layout, with ease of…
📅 23 September 2024
👁 683 views
Dynamics 365 Customer Engagement
We can make use of the OptionSet Wrapper component to show color-coded options on the form for the choices or option set fields. Below we have added the…
📅 18 September 2024
👁 931 views