• OMNICHANNEL FOR CUSTOMER SERVICE

    OMNICHANNEL CONFIGURATION

    To get the Omnichannel configuration done you will have the following:

    • Need Power BI License assigned to that user.
    • Omni Channel Hub needs to be installed.
    • Customer Service Hub needs to be installed if not there.

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  • Field Service Mobile App Setup

    Field service mobile app is used by Technicians mostly to accomplish their tasks onsite the technician can view their work orders, the location where they must commute to perform some activity can use maps to reach a location, and more.

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  • How to log into non-Production apps in field service mobile app

    Download the field service mobile app and login using username and password. Once login you will see a message like Contact your administrator for access to your organization’s mobile apps If using trial CRM else you will be able to see only production apps.

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  • Relationship Types in Dynamics 365

    The data relationship between two entities in the system referred as Entity relationships. In CRM, an user needs to setup relationships, as Dynamics 365 platform is built on a relational database. And CRM customization tools make it easy to create custom entities with no programming experience, but establishing relationships must be understood if the custom and system entities are to work together.

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  • Types of Fields and its Data Types in CRM

    Field defines the individual data items that can be used to store data in an entity. Fields are sometimes called attributes by developers. In solution explorer, customization tools are used to edit system fields that allows customization, and to create or edit a custom field.

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  • Merge Duplicate Records in Dynamics 365 with 2020 Release Wave 2 Update

    Dynamics 365 users, especially the sales team will be much relieved with the new enhancement in duplicate detection as part of Dynamics 365 Release Wave 2 update. The new enhancement allows Dynamics 365 users to merge duplicate records (accounts, contacts and leads) so that the most current information entered by the user could be merged with one of the duplicate records detected. By this, users need not manually merge records or visit a record to make additional data entry.
     

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  • Displaying Calendar View in Power Apps Portal

    Initially, in the power apps page, click on portal management app.

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  • Auditing in Dynamics 365

    Auditing in Dynamics 365 is a powerful feature that allows tracking of changes made on CRM data. For example, if a user changes a field value then the Auditing feature tracks details such as the old field value, new field value, who and when was the field value changed. By having these details handy, organizations can make their staff more accountable and diligent.


    When Auditing can be used:

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  • Email Attachments to SharePoint

    Email Attachments to SharePoint is a Dynamics 365 Addon built specifically to address the need of customers who want to fetch all email attachments of an entity record and selectively store them in SharePoint. Currently, there is no such out-of-the-box functionality in Dynamics 365, so customers are relying heavily on this addon to address their business needs.

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  • Power Automate UI Flows

    Power Automate UI flows are used to automate the repetitive tasks in windows and web applications. The UI flows can record by using user interface actions such as clicks, keyboard input, etc., and play back further. Microsoft support RPA in the form of Power Automate UI Flows.

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