Tag: Dynamics 365
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Sales agent vs. the Dynamics 365 app: what’s the difference?
Two apps in Outlook, both connected to Dynamics 365 Sales. Here’s what the Dynamics 365 app and Sales agent each do, side by side, and which one your sellers should use.
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VLOG: Sales App in Outlook – Save Emails to Dynamics 365 and Draft Replies with Copilot
A quick walkthrough of the Sales app in Outlook: save an email to Dynamics 365, get a Copilot summary, share it to Teams, draft a reply, and jump straight to the record without leaving your inbox.
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VLOG: Microsoft Digital Contact Center – Agent Experience Demo
In this video, we will demonstrate the agent experience in using the Microsoft Digital Contact Center Platform from Dynamics 365 Customer Service. Using the WhatsApp channel, we also demonstrated some of the agent features available in the platform
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LinkedIn Sales Navigator Upgrade Error
LinkedIn Sales Navigator release an update. We were informed that because of this release, the current version that is installed in our client will stop working on a certain date. Therefore, we are forced to upgrade the current package installed in the system. Issue We are upgrading the LinkedIn Sales Navigator for our client using…
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Office365 Security Groups for Dynamics CRM
Background I’m currently working on a global implementation of Microsoft Dynamics CRM Online for one of our clients. And when we say global, it has: Multiple IT administrator, one for each system and system between each system. Considerably large amount business users (good for business) A typical medium to large scale customization Microsoft Dynamics CRM…
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Enable and Displaying your Data via Hierarchy
Background: The most probable reason you are reading this blog is because you want to implement the hierarchy setting just like the Account entity. By enabling the hierarchy setting of an entity, you will have an option to display your data in a graphical tree structure with the help of card form. In this tutorial,…
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Dynamics CRM 2016 Update 1 – Updated Service Level Agreement
One of the features of Dynamics CRM 2016 Update 1 release is the updated Service Level Agreement (SLA). In the previous versions, SLA is only limited to case entity. This means, the KPI measures is limited to case. In the current release and now available in trial instance, SLA can now be enable or use…
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Dynamics CRM Search is Not Working
Dynamics CRM search is not working sometimes because we often forget to set the associated view.
