Dynamics 365 Customer Engagement
Setup Mailbox for Automatic Case Creation in Unified Interface
In the past I’ve written an article on how to setup and configure a support mailbox in exchange where customers can send emails to…
Tag: Unified
Dynamics 365 Customer Engagement
Dynamics 365 Enable Send Direct Email Action in Unified Interface
Recently we had a requirement to send bulk email from Lead home grid. Initially we thought to implement custom button to be added on…
Dynamics 365 Customer Engagement
How to create a unified profile (Golden Customer Record) using Dynamics 365 Customer Insights – Part 2
Previously (Part 1), we learned about how we could ingest the data from various sources with the help of different Dynamics Power Query Connectors.…
Dynamics 365 Customer Engagement
How to create a unified profile (Golden Customer Record) using Dynamics 365 Customer Insights – Part 1
I recently had an opportunity to work on Dynamics 365 Customer Insights for a retail client who was envisioning to consolidate their customer’s information…
Dynamics 365 Customer Engagement
Spelling Checker in the new Editors of Unified Interface
As Microsoft just recently applied the latest update 2020 wave 1 to our instances, which includes an update to the editor to the notes…