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Microsoft Dynamics CRM

Jun 26

Azure OpenAI Service: Revolutionizing Conversational AI and Data Analysis

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Unlocking the Potential of Your Data: Maximize Your Data’s Value

By utilizing Azure OpenAI Service, you can unlock the full potential of your data without the need for training or fine-tuning. This service enables you to run OpenAI models directly on your data, providing advanced conversational AI capabilities through ChatGPT and GPT-4. Enhance communication, improve customer service, and increase productivity within your organization. These models not only leverage pre-trained knowledge but also access specific data sources to ensure up-to-date and accurate responses. Read More

Apr 28

Dynamics 365 Marketing Real Time

By CRM, Microsoft Dynamics CRM No Comments

Dynamics 365 data and interactions stored in Dataverse can now be used as triggers that activate a personalized customer journey for individual contacts based on their tracked activities. Each journey can include multiple touch points to automate interactions, implement decision making, and perform other automated actions that increase customer engagement.

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Mar 30

Microsoft Dynamics 365 CoPilot AI powered to business app suite

By CRM, Microsoft Dynamics CRM No Comments

Microsoft’s announcement of Copilot, a new and innovative tool aimed at assisting users with generating documents, emails, presentations and more has taken the tech world by storm. With its advanced artificial intelligence technology powered by GPT-4 from OpenAI, it promises to revolutionize the way people work.

The Copilot will be integrated into Microsoft 365 apps as a chatbot assistant that sits alongside users while they work on their projects. Using natural-language processing (NLP) algorithms, the Copilot can analyze content within documents or presentations and suggest relevant information for inclusion in them.

This feature is sure to save time for individuals who otherwise would have spent hours researching material to include in their work.

People are able to focus more on the task at hand and less on the busy work thanks to Microsoft 365 Copilot’s seamless integration with the tools they use every day to stay in the flow of work.

  • PowerPoint’s Copilot feature makes the creation process possible by converting concepts into a planned presentation using natural language instructions.
  • Excel’s Copilot makes it easier to find insights, see trends, or quickly produce data visualizations that look polished.
  • Power Platform’s Copilot with the addition of two new features within Power Apps and Power Virtual Agents. It will assist developers of all skill levels in accelerating and streamlining development with low-code tools.
  • Word’s Copilot works with users to write, edit, summarize, and create.
  • Outlook’s Copilot can organize and manage the inbox to free up more time for speaking to people.
  • Team’s Copilot increases the effectiveness of meetings by providing real-time summaries and action items that are relevant to the current conversation.
  • To help you write emails, identify important dates, summarize talks, or even develop a plan based on other project files, Business Chat gathers information from documents, presentations, emails, calendars, notes, and contacts.

Microsoft Dynamics 365 Copilot is an impressive tool that helps you easily leverage the power of AI. With its features, such as natural language processing and virtual agents, Copilot makes tedious and time-consuming processes easy to do.

 

 

 

Mar 30

App enhancements for mobile devices in Microsoft Dynamics

By CRM, Microsoft Dynamics CRM No Comments

We have explained the latest enhancements in model-driven apps for mobile devices and tablets in this article

Form Tabs should be locked

Users will be able to switch tabs at any time by enabling this feature. Tabs will remain visible at the top of the form even when users scroll through the form. You can enable the Lock tabs at the top of forms on mobile devices and tablets by following the steps below.

Choose the model-driven app, then select Open in App Designer, then select Settings, then go to Features, then enable the Lock tabs at the top of forms for mobile and tablet. If the setting is enabled, the tabs displayed on the form will lock even when scrolling.

Improvements to mobile commanding

The mobile commanding improvements feature is enabled, the Delete button will be hidden if no records have been selected in the grids, along with the Process button if no Process has been enabled for the respective entity.

The command bar will become more compact and readable if this feature is enabled, as shown in the screen clip below.

Native Mobile Date Time and Native Mobile Inputs

As soon as this feature is enabled, the date and time control and keyboard input type will be determined by the settings on the mobile device or tablet.

Command Bar Optimization for Tablets

Upon enabling this feature, it replaces the native command bar with the new web command bar at the top of the record. It also displays more commands in the command bar and helps users to visualize and use the commands effectively.

 

Please contact us at info@marksgroup.net for any Microsoft Dynamics questions or support you need.  Feel free to comment below. We’d love to hear your thoughts!

Oct 28

Dynamics 365: Organize your Reports!

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For this tip, I’m bringing back a post from last year about organizing reports.  If your organization uses a high number of reports like many of our clients, I highly recommend taking the time to organize them into categories!  There are a few out-of-the-box categories to choose from, but if that’s lacking, you can add your own if you are an administrator.  Read More

Oct 28

Dynamics 365: Find the Old Advanced Find

By Microsoft Dynamics CRM No Comments

With the rollout of Release Wave 2, you may have noticed that Microsoft has done away with the classic “Advanced Find” feature.  I use this feature more than any other in Dynamics and prefer the classic view; I’m not ready to let go!  We can still access it as of October 2022 if you know where to look, but it will be removed at some point.

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Sep 29

Dynamics 365: Create a Personal Dashboard

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A few years ago, I wrote a post about creating personal dashboards.  We’ve had some dashboard-related questions pop up recently and I wanted to bring that post back as a refresher.  In the link below, you’ll find instructions to create a personal dashboard, copy (save as) an existing dashboard, and edit an existing dashboard.  There’s also a link in that post that provides instructions for resizing dashboard elements.  Dashboards are a feature in Dynamics that should be used more frequently and can save quite a few clicks – I encourage you to try it out!

Create a Personal Dashboard

For even more information about dashboards, check out this page from Microsoft.

Sep 29

Dynamics 365: Update the Theme in a Custom or Out-of-the-Box App

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This month, we’re throwing it back to an oldie-but-goodie – setting the theme in Dynamics.  This is something we strongly recommend updating in your Production or Sandbox environment to further differentiate the two and help prevent accidental changes in the incorrect environment.   If you’re using an out-of-the-box app such as the Sales Hub, check out these instructions from Microsoft to update the theme. For instructions to update the theme of a custom app  (eg. NOT “Sales Hub” or “Customer Service Hub”, but a custom app), follow the link here.

Aug 30

Dynamics 365: View Service Health (2022)

By Microsoft Dynamics CRM No Comments

Service health is always a good thing to check when something is acting amiss in Dynamics.  For example, multiple users were unable to access reports in Chrome today (8/30), and the first thing I wanted to do was check the Service Health dashboard for related incidents.  Service health, incidents, and advisories have been relocated a few times over the past few years, and aren’t in the most logical spot.  This post will walk through how to navigate to the elusive service health area. Read More

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