While working with Dynamics 365 CRM, there can arise a situation where you’re stuck somewhere, and it seems impossible to troubleshoot the situation. Well, Microsoft came up with a provision that takes help from AI to help in these cases; but in some niche cases, the bots usually fail to find the correct answers for you. To overcome this situation, say hello to the Advisors feature introduced by Microsoft.
As the name suggests, Advisors let you configure experts in your organizations so that the users can contact them if they are stuck anywhere. As of now, there is no known limitation on the number of advisors that you can configure. Since this feature is still in the preview stage, it is not recommended to use it in production.
To configure the Advisors, we have to add the following –
- Internal Resource Links
- Advisors
To configure the Power Apps assets (Internal Resource Links & Advisors), follow the below steps –
- Log in to the Power Platform using the admin account.
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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