Introducing timeline highlights powered by generative AI

Introducing timeline highlights—a game-changer in customer engagement tracking. With Generative AI, users can now grasp activity details in milliseconds, revolutionizing the way they interact with essential tasks like emails, notes, appointments, and more. With just one click, agents gain instant access to summaries of key events across various records, from cases to customized entities.

This new feature optimizes agent productivity, eliminating the need for excessive clicks and extra reading. Agents can efficiently absorb crucial information, enabling faster and more transparent interactions with customers. Users can expand the highlights section in the timeline by clicking on the chevron.

The highlights show relevant items in a clear and concise bulleted format, facilitating quick analysis and easy reference. The copy functionality empowers users to reuse content by pasting it into notes, with the flexibility to make modifications as needed.

The timeline highlights feature is available within the apps like Dynamics 365 Customer Service, Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics Field Service and custom model-driven Power Apps, providing a unified experience across Dynamics 365. 

Timeline highlights are enabled by default. You can enable and disable timeline highlights at the app level and also at form level via the maker portal... Read More

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New pricing for Microsoft Dynamics 365 effective October 2024

Announcing the first pricing update for Microsoft Dynamics 365 in over five years, effective October 1, 2024. Our commitment remains strong to helping organizations adapt and transform with innovations like AI-powered customer insights and end-to-end automation. Cloud pricing for Microsoft Dynamics 365 Business Central will remain unchanged. Explore our release plans for recent and upcoming capabilities. Full list of updated products here.

While a lot has changed in the world in the last five years, our vision has stayed true: ensuring the Dynamics 365 experience helps organizations adapt to change and proactively transform their business. We have delivered on this through innovations that have helped organizations supercharge customer experiences with AI-powered, real-time customer insights for marketers, sellers, and service agents; as well as by optimizing operations and mission-critical processes with data insights, supply chain visibility, and end-to-end automation of financial processes. And today, we are seeing organizations of all sizes across industries benefit from Microsoft Copilot in Dynamics 365.

We’re announcing the first pricing update for Microsoft Dynamics 365 in more than five years. Since our last pricing update, Dynamics 365 has transformed customer relationship management (CRM) and enterprise resource planning (ERP) processes with connected applications across lines of business—from marketing, sales, customer and field service, to finance, operations, and supply chain—and each year, we release hundreds of new features and enhancements designed to help people work smarter, reclaim time, and collaborate seamlessly.

Be sure to explore the release plans for Dynamics 365 to see the many capabilities recently released, and the Dynamics 365 release planner to check out those that are planned for release in upcoming months... Read More

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Revolutionizing marketing workflows with Copilot in Dynamics 365 Customer Insights

In the realm of generative AI, Copilot isn't just a tool—it's a game-changer. Integrated into Dynamics 365 Customer Insights, it streamlines marketing tasks and revolutionizes workflows. From crafting personalized campaigns to real-time interactions, Copilot accelerates processes that traditionally took weeks. With Copilot, marketing becomes more efficient, ensuring optimal customer engagement and satisfaction.

After shipping 13 publicly available Microsoft Copilot features in Microsoft Dynamics 365 Customer Insights that enable marketing teams to ask Copilot questions about their data, receive ideas for content from key points they want to make, define audiences and journeys in everyday words, understand their data quality, or get a summarized answer from multiple sources on how to use a feature within Dynamics 365 Customer Insights (to name a few), we realized that Copilot can help our marketing teams not just with tasks, but can completely change their workflow.

workflow in Dynamics 365 Customer Insights will enable marketers to deliver unparalleled customer experiences (CXs). This could encompass a myriad of scenarios, from a marketing campaign for a new product or promotion, to managing how companies interact with their customers in key moments at scale.

We invite you to explore this transformative journey as Copilot takes the reins, opening a new era in marketing workflows. Join us in redefining how work gets done....... Read More

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Enhanced governance control for desktop flow logs

Exciting update! Desktop flow admins now have enhanced control over log capture. Choose from three options: Enabled (default), On run failure, or Disabled. Enabled captures logs for troubleshooting, monitoring, and auditing. On run failure minimizes data by logging only during errors. Disabled stops logging altogether. Tailor log storage to your needs with these flexible options.

We’re excited to share a new data governance preview feature for desktop flows that allows administrators to control when desktop flow run action logs are captured or disable them completely. This is an environment-level setting available in the Power Platform admin center that provides three options:

• Enabled (default): Suitable for most scenarios where you want to capture desktop flow run action logs as before. It’s useful for troubleshooting, monitoring and auditing purposes, as well as for analyzing the performance of your desktop flows.
• On run failure: Useful if you want to reduce the amount of log data generated by your desktop flow runs and are not required to capture successful run logs. By logging only when a runtime error occurs, you can minimize the amount of data stored in case you have limited storage capacity and don’t need to audit, retain, monitor or report on successful runs.
• Disabled: Applies to situations where you are not required to and also don’t wish to record desktop flow run action logs at all.

How to configure or disable desktop flow action logs per environment...... Read More

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Deep dive into DAX query view with Copilot

Introducing Copilot, the ultimate productivity tool for DAX query view. It automates query writing, adjusts existing queries, creates new measures, provides contextual explanations, and offers step-by-step query explanations. With Copilot, managing your DAX queries becomes a breeze, allowing you to focus on analyzing your data and making informed decisions.

Let’s see how Copilot can help.

• Type in what you would like in a DAX query and Copilot can write it for you. Such as simply showing sales by country or even all measures by a specific column, such as product. Comments are automatically added to explain each part of the generated DAX query as well as noting it was generated with Copilot with the user prompt.
• Adjust an existing DAX query with Copilot. Add additional group by columns or otherwise adjust a DAX query already written. The bonus of this approach is you will see all changes made by Copilot with an inline diff editor, so you know exactly what was added, removed, or updated.
• Create new measures with Copilot. DAX queries include the syntax to define a measure, and in a DAX query this measure can be Run without modifying the semantic model. So, you can create measures and try them out. Then finally, in DAX query view you can use the CodeLens to “Update the model” if you would like to modify the semantic model by adding the measure from the DAX query.
• Find out more about DAX functions or topics while you are in DAX query view with Copilot. This explanation will try and give you an example using your semantic model: staying in context of where you are working. No longer do you have to go to a search engine to find the answer using some other model as an example!
• Explain a DAX query already written with Copilot. Have Copilot explain step by step what is happening in the DAX query you are looking at. Your very own helper right where you need it!

Again, I am still in context of what I am doing, and in context of the model I am working with. I can keep going right where I left off after getting my answer.

So, try it out today! Share your feedback and check out additional resources available below....... Read More

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