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Live Assist and My First Bot!
Live Assist from CaféX is an omnichannel product adding web chat (and more) into Microsoft Dynamics 365. A fairly recent release of Live Assist created a new ability to add bots. In this post I will...
View ArticleCRM integration with hosted telephony (VoIP)
Hi allWe have a new phone system using VoIP with the handset Yealink T23G. We would like to integrate this with our Microsoft Dynamics CRM so that users would be able to at least:- Record call activity...
View ArticleChanging a Form based on option set Value
Hello,I have 4 forms in an entity. I created a default form, based on the option set value I would like to change the form. I tried to use the below code on the default form, but nothing is happening....
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MB2-718 Certification: (Microsoft Dynamics 365 for Customer Service) –...
I am about to embark on my revision for the MB2-718 exam. This exam is for Microsoft Dynamics 365 and covers all aspects of customer service. As I revise I plan to publish blog posts that collectively...
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MB2-718 Certification: (Microsoft Dynamics 365 Customer Service) – Overview /...
As I revised for the MB2-718 exam (Microsoft Dynamics 365 Customer Service) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for...
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MB2-718 Certification: (Microsoft Dynamics 365 Customer Service) – Case...
As I revised for the MB2-718 exam (Microsoft Dynamics 365 Customer Service) I’m creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for...
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MB2-718 Certification: (Microsoft Dynamics 365 Customer Service) – Case...
As I revised for the MB2-718 exam (Microsoft Dynamics 365 Customer Service) I’m creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for...
View ArticleIs it possible to edit or open a completed activity to a previous date?
I need to take a closed activity (custom created, however no different than phone call or email, etc..) so it is registered to the previous months activities, not current. Example, entered and...
View ArticleDynamics 365 is asking me to submit error message
I have been using salesforce for almost 4 yrs now, I never ever came across, send error report dialog box in a cloud SaaS applications. Why is that Dynamics 365 is asking to send the error report,...
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D365/CRMUG Birmingham – November 30th
Christmas is coming! Meaning we are entering that period of the year when we have no Dynamics 365 events to attend. A very sad time! Our last event of 2017 will be on the 30th November in Birmingham....
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MB2-718 Certification: (Microsoft Dynamics 365 Customer Service) – Unified...
As I revised for the MB2-718 exam (Microsoft Dynamics 365 Customer Service) I’m creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for...
View ArticleSLA configuration
Hello ,Need support on how to exclude cases SLA to be active during weekend and public holiday .Please advise
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MB2-718 Certification: (Microsoft Dynamics 365 Customer Service) – Unified...
As I revised for the MB2-718 exam (Microsoft Dynamics 365 Customer Service) I’m creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for...
View ArticleCRM First Steps
Dear All,I am a new one in CRM and I have recently started to learn CRM as well as expand my career with this one. But, I have a trouble with the matter of "where should I begin to learn and what is...
View Articlesocial engagement
5can any one helpme regarding social media integration...How you can configure the social media listening in CRMi am using trail version dynamicsz 365
View Articlesocial engagement
5can any one helpme regarding social media integration...How you can configure the social media listening in CRMi am using trail version dynamicsz 365
View ArticleSLA configuration
Hello ,Need support on how to exclude cases SLA to be active during weekend and public holiday .Please advise
View ArticleCRM First Steps
Dear All,I am a new one in CRM and I have recently started to learn CRM as well as expand my career with this one. But, I have a trouble with the matter of "where should I begin to learn and what is...
View ArticleClik here to view.
PSA - Can't add Project-Based Quote Lines. Was able to add properly from...
Hi,I'm working on a PSA on a v9.0 version. When I try to pass Project Based Lines from the Opportunity, it works fine. But when I try to add Project Based Lines from Quote directly, it doesn't let me...
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