Plugin registration profile record not getting created – Dataverse / Dynamics 365
Recently while trying to debug a plugin with Persist to Entity mode on the update step, we didn’t find any profile record getting created. One option is to…
Nishant Rana
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How to – Enable inbox for agents in Dynamics 365 Customer Service Workspace / Omnichannel
Inbox view in the agent workspace allows agents to quickly perform a preliminary assessment of the service requests coming from different channels for a timely response. Agents can…
Manage Custom Presence – Dynamics 365 Customer Service (Omnichannel)
To manage presences, navigate to Customer Service Admin Center >> Agent Experience >> Productivity >> Custom Presence Out of the box we have the following presences. Only the…
How to – enable marketing interactions in lead and contact timeline – Dynamics 365 Marketing
To view marketing interactions, we need to add a custom connector to the timeline of the lead and the contact form. This step is only required if we…
Use Command checker (ribbondebug=true) to identify the Ribbon Customizations Issue – Dataverse / Dynamics 365
Appending ribbondebug=true to the record’s URL adds the new Command checker button in the command bar, which could help us in troubleshooting any unexpected behavior with ribbon. More…
Solved – Presence not loading in Omnichannel for Customer Service / Customer Service workspace
Recently in one of the environments, the presence was not loading for the agents. To fix it, we had to update the Channel URL to point to the…
Install Voice Channel in Omnichannel – Dynamics 365 Customer Service
Make sure all the prerequisites are in place – https://learn.microsoft.com/en-us/dynamics365/customer-service/omnichannel-provision-license#prerequisites Login to Power Platform Admin Center >> Environments https://admin.powerplatform.microsoft.com/environments Select Resources >> Dynamics 365 apps Select Manage for…
Show/Hide ribbon button based on Security Role without writing code in Dynamics 365 CE?
Originally posted on goutam dynamics: Recently I have seen in a community post, there was a requirement to show/hide opportunity “Close as won” and “Close as lost” button…
Use the Marketing only field to identify automatically generated marketing contact records – Dynamics 365 Marketing
The form-matching strategy defines what field(s) will be used to find the matching record. Can be found at – Dynamics 365 Marketing >> Settings >> Lead Management >>…
Omnichannel Real-time analytics reports (Preview) – Dynamics 365 Customer Service
The Real-time dashboard consists Summary, Ongoing conversation, Agent, and Voice report. To enable it – Login into Customer Service Admin Center >> Operations >> Insights >> Report Settings…