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  • The Microsoft Dynamics CRM Platform Enhancement Discussion

The Microsoft Dynamics CRM Platform Enhancement Discussion

  • What is Microsoft Dataflex and Microsoft Dataflex Pro?

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

    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...

  • Microsoft Teams Integration to Dynamics 365

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

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

    Continue reading...

  • AI bot capabilities in Teams Dynamics 365 App

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

    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.

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  • Scheduling in Field Service

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

    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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  • Creating a Bookable Resource in Dynamics 365 Field Service

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

    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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  • Work Order Creation in Dynamics 365 Field Service

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

    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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  • Canvas App Integration to Teams

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

    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.

     

    Continue reading...

  • Enhancements in Dynamics 365 Customer Service Queue

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

    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.

     

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  • Integrating Dynamics 365 Dashboards with Power BI

    Thanuja Rekha – Tue, 30 Jun 2020 18:25:48 GMT – 1 comments

    The following is a detailed process of integrating Dynamics 365 Dashboards with Power BI.
    Configuration:
    Login to CRM Instance. Select Settings > Administration > System settings.

    Click on Reporting tab where you can enable the Set whether users can embed Power BI visuals radio button. Click OK.

    Sign into Power BI application using CRM credentials.

    Select Get data > Get button under Services.

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  • How to Create a Power App Using Excel Data in OneDrive?

    Thanuja Rekha – Tue, 30 Jun 2020 17:31:58 GMT – 0 comments

    The following is a detailed process of creating a power app using excel data in OneDrive.
    Configuration:
    Create an excel file and select the option “Format as Table” from the ribbon. Then select any sample option and enter each column header as Product ID, Product Name, Product Cost and Product Owner. Save this file.

    Go to OneDrive. Click Upload to upload the excel file that you have just created.

    Login to Power Apps. Click Create button > Other data sources under Start from data.

     

    Continue reading...

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The Microsoft Dynamics CRM Platform Enhancement Discussion

The Microsoft Dynamics CRM Platform Enhancement Discussion

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