In today’s exploration, we delve into the intricate world of Copilot Studio, focusing not on new features but on crucial nuances emerging when integrated with Dynamics 365 Customer Service. Uncover lesser-known aspects that might be causing issues, particularly if you’ve recently upgraded from classic Copilot to the new version. We’ll shed light on the challenge of data transfer hiccups from Dynamics 365 Customer Service to Copilot Studio and provide insights into overcoming them.
Get ready for a whirlwind of excitement as Microsoft unveils the 2024 Wave 1 Release Notes, bringing a tidal wave of innovation to Dynamics 365 Sales! Hot off the press just an hour and a half ago, these release notes are set to revolutionize your sales game. Buckle up as we dive into the dynamic updates, with a sneak peek into the thrilling world of Dynamics 365 Sales, Customer Service, Field Service, and beyond.
Dynamics 365 Finance has expanded its offerings by introducing purpose-built applications to address distinct business functions. Among these innovations is the Dynamics 365 expense management mobile app, designed to revolutionize the expense reimbursement process. Leveraging the capabilities of Microsoft Power Apps, this app is built with a keen emphasis on user-friendly features, streamlining the task of expense reporting. Through its integration with optical character recognition (OCR), users can effortlessly scan receipts, extract essential details, and attach them to their expense reports directly from their mobile devices. The app ensures synchronization with Dynamics 365 Finance configurations, ensuring a consistent user experience across platforms.
Read More
Microsoft’s groundbreaking AI capability, Copilot, is making waves across various Microsoft software, extending its prowess beyond Dynamics 365. Some features of Viva Sales Copilot, showcasing its ability to generate AI-driven email responses based on Dynamics 365 and Microsoft 365 data. However, Copilot’s capabilities transcend this, reaching into Dynamics 365 Customer Insights, Dynamics 365 Marketing, Business Central, and even core Microsoft products like Word and PowerPoint. This article delves into the exciting realm of Copilot for Dynamics 365 Customer Service, offering a glimpse into its features and functionality.
Here is your Dynamics 365 Sales Copilot Guide! In a recent article, I introduced you to the preview version of Sales Copilot for Dynamics 365 and walked you through the installation process. Since then, Microsoft has made some significant updates, including the rebranding of Viva Sales into Sales Copilot. This consolidation brings all the features and capabilities of Viva Sales into one comprehensive product, now known as Sales Copilot. Read More
In the ever-evolving landscape of Microsoft’s offerings, the Dynamics 365 Sales with Copilot feature has emerged as a game-changer, seamlessly integrating AI-powered productivity tools into our familiar Dynamics 365 Sales environment. This blog post explores the transformative capabilities of Copilot, providing personalized recommendations, guidance, and assistance through natural language processing and machine learning. Read More
In the fast-paced world of marketing, every minute counts. The ability to create effective customer journeys is crucial for delivering personalized experiences to your audience. However, not everyone on your team might have the technical expertise or the time to build these journeys manually. That’s where Dynamics 365 Marketing comes to the rescue. In this article, we will explore the latest feature that empowers even non-technical users to create customer journeys effortlessly, thanks to Copilot’s generative AI. Read More
In the rapidly evolving landscape of field service management, staying ahead of the curve is paramount. Dynamics 365 Field Service, a pioneering solution, continues to innovate and empower organizations with its latest set of features aimed at streamlining processes and enhancing operational efficiency.
Read More
Viva Sales has unveiled a groundbreaking feature called Collaboration Spaces, designed to revolutionize collaboration among sales teams. You may already be familiar with the powerful integration of Dynamics 365 and Microsoft Teams, which empowers sellers to create Microsoft Teams and channels connected to Dynamics 365 records. Now, with the introduction of Collaboration Spaces, this integration takes a significant leap forward. Read More
Creating Salesforce public groups can be beneficial in many ways to help coordinate sharing access and synchronization of records. Read More
