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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Email Templates
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...
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Installing The USD Accelerator
Recently a few people have asked me questions about how to install The USD Accelerator, so I have produced a video showing a typical install process.The USD Accelerator is my free to download USD...
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D365UG Birmingham – 4th Dec 2019
I can’t believe we are entering the final few weeks of 2019 …. We’ve had a great year at D365UG Birmingham! We’ve hosted events this year including many fantastic topics, such as Dynamics 365...
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Omnichannel for Customer Service – Masking Data
I have recently been experimenting with Microsoft’s new Omnichannel for Customer Service. This fantastic tool gives us webchat (and much more) within Dynamics 365. One really useful feature is the...
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MB 200: Microsoft Dynamics 365 Customer Engagement Core – OneNote Integration
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...
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Omnichannel for Customer Service – Chat Transcripts
Microsoft’s new “Omnichannel for Customer Service” adds powerful webchat capabilities into Dynamics 365. I’ve been experimenting with some of its latest features…. In this post I’ll explain how...
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Omnichannel for Customer Service – Entities
Recently I gave a presentation regarding Omnichannel for Customer Service at 365 Saturday in Paris, afterwards I was asked a question about the files customers might send in webchat conversations. In...
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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Lead...
I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will...
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Can we unlock Source Campaign in opportunity form
Hello Everyone,Right now the only way to attach an opportunity to marketing campaign is via the response feature in marketing campaign. However, the problem with that is you have two do two extra steps...
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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Design...
I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will...
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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Design...
I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will...
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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Design...
I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will...
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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Validate...
I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will...
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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Support...
I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will...
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Omnichannel for Customer Service – Outbound Messages (SMS)
We now have the capability in Microsoft’s Omnichannel for Customer service to commence outbound conversations with our customers using SMS, WhatsApp and Twitter. In this post I will give an example of...
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Omnichannel for Customer Service – WhatsApp
Microsoft’s Omnichannel for Customer Service supports the WhatsApp channel, in this post I will explain how I configured this to work in my environment.WhatsApp is obviously a widely adopted social...
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Power Platform Birmingham – Amazing Free January Event
Our next exciting Dynamics 365 Birmingham User Group meeting will be taking place on Wednesday 20th Jan 2021 at 5:30pm, and we would love to see you!We hope to see our local friends. But being virtual...
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Omnichannel for Customer Service – Insights Dashboards
Within Omnichannel for Customer Service we can enable Power BI based dashboards to give insights into your customer communications across all your messaging channels. In this post I will review how to...
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Omnichannel for Customer Service – Twilio for SMS
Microsoft’s Omnichannel for Customer Service supports two providers for sending SMS, Telesign and Twilio. I have already described the process for Telesign in another post. In this post we will look at...
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MB 600: Microsoft Dynamics 365 + Power Platform Solution Architect – Lead...
I am currently preparing to take the Microsoft Dynamics 365 + Power Platform Solution Architect certification. Or “MB 600” for short! As I prepare I plan to write revision notes in this post I will...
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