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  • The Microsoft Dynamics CRM Platform Enhancement Discussion
  • July 2020

The Microsoft Dynamics CRM Platform Enhancement Discussion July 2020

  1. What is Microsoft Dataflex and Microsoft Dataflex Pro?

    Monica Jalla – Fri, 31 Jul 2020 01:00:00 GMT – 0

    In the recently concluded Microsoft Inspire 2020 event, Microsoft Corporation has announced some key updates pertaining to Microsoft Azure, Dynamics 365, Power Platform, Microsoft 365 and Microsoft Teams. Of which, it is worth discussing about the announcement of Microsoft Dataflex for Microsoft Teams and rebranding Common Data Service (CDS) as Microsoft Dataflex Pro.

    Continue reading...

  2. Microsoft Teams Integration to Dynamics 365

    Monica Jalla – Wed, 22 Jul 2020 18:00:00 GMT – 0

    Below is the detailed procedure for integrating Microsoft Teams with Dynamics 365.

    Continue reading...

  3. AI bot capabilities in Teams Dynamics 365 App

    Elisha Gorantla – Wed, 22 Jul 2020 12:00:00 GMT – 0

    The AI bot in Dynamics 365 app helps users to use Dynamics 365 right from Teams application. As a result, users can get information about contacts, accounts, leads and opportunities readily inside Teams application.

    Let us see how it’s done.

    Continue reading...

  4. Scheduling in Field Service

    Monica Jalla – Fri, 17 Jul 2020 13:00:00 GMT – 0

    Dynamics 365 Field Service scheduling is the process of assigning the right job to the right field technician, at the right time i.e., assigning work orders to closest field technicians in the area using scheduling tools.

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  5. Creating a Bookable Resource in Dynamics 365 Field Service

    Monica Jalla – Fri, 17 Jul 2020 11:30:00 GMT – 0

    A bookable resource in Field Service is anything i.e., people (User, Contact), equipment and physical spaces (facilities) that can be scheduled.

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  6. Work Order Creation in Dynamics 365 Field Service

    Monica Jalla – Fri, 17 Jul 2020 02:30:00 GMT – 0

    A work order in Dynamics 365 Field Service has information on what work needs to be done. It is used to coordinate and schedule resources and activities. Also, used for different types of works such as installations, repairs, or preventive maintenance.

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  7. Canvas App Integration to Teams

    Thanuja Rekha – Wed, 08 Jul 2020 11:52:24 GMT – 0

    The following is a detailed process of integrating Canvas App to Teams.

    Go to Power Apps. Select  Apps > App (E.g. Total Serv PRO) > more commands > Add to Teams.

    You will be redirected to the Pop up window on right side where click on Download App button to download the app and save it in your local computer.

     

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  8. Enhancements in Dynamics 365 Customer Service Queue

    Thanuja Rekha – Wed, 08 Jul 2020 11:36:03 GMT – 0

    Dynamics 365 Customer Service introduces enhancements in Queue that helps to organize, prioritize, and monitor the progress of your work. Queues are the containers used to store anything that needs to be completed or requires an action. By default, a queue is created for each user and team, also use this default queue to track all your work items, set up queues to reflect your organization's structure, business processes.

    Functionality:

    Go to Service Management > Queues > New. You can provide the input fields of Name (E.g. Group Calendar), Type (E.g. Private), Incoming Email (E.g. Powerportals@swighub.onmicrosoft.com). Click on Save.

     

    Continue reading...

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The Microsoft Dynamics CRM Platform Enhancement Discussion

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