Teams Chats inside Dynamics 365
Dynamics 365 now includes several Teams collaboration options, one being the ability to enable chats directly inside Dynamics 365. In this video I demo how to use and setup this new feature.Currently...
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Dynamics 365 User Group Event – February 2022
We are current busy planning our next Dynamics 365 user group event. Why not join us in February?Our next exciting Dynamics 365 Birmingham User Group meeting will be taking place on Wednesday16th Feb...
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Customer Service Workspace – Marco to create, save and link a case
In Microsoft’s Customer Service Workspace App we can use a combination of agent scripts and macros to create automations that can aid agent productivity. In this post I will explain one example of how...
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App Profile Manager – Known issue when importing custom app profiles
Have you been having problems in Dynamics 365 moving app profiles for your customer service workspace (CSW) from instances to instances using solution??? If so then this blog post might be for you!I...
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Customer Service Workspace – Macro to open an email based on template
Recently a customer of mine needed to have an agent script in their customer service workspace that opens an email using a template. I will explain how I achieved this in this blog post.Hopefully you...
View ArticleOmnichannel for Customer Service – Voice Channel
I am so excited to have recently started to use the new 1st party voice channel Microsoft have made available for the Omnichannel for Customer Service app.We can now enable voice calls for inbound and...
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Customer Service Workspace – Macro to open an email based on template
Recently a customer of mine needed to have an agent script in their customer service workspace that opens an email using a template. I will explain how I achieved this in this blog post.Hopefully you...
View ArticleDynamics 365 Marketing - Marketing Automation
This group is for marketing people and administrators that are struggling with issues around marketing automation and putting processes and tools in front of Dynamics CRM. This group will discuss best...
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Unified Routing without Omnichannel!
I have recently written a few blog posts which describe some of the features of Unified Routing with Dynamics 365. In the main those posts have focused on scenarios connected with Omnichannel for...
View ArticleJavaScript and Business Rules
I haven’t blogged about JavaScript or code changes for some time! Probably because in Microsoft Dynamics 365 I mainly use a low code approach these days. But today I had a small challenge with some...
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View Records shared with an “Access Team”
I had a really simple requirement the other day but it took me time to work out the solution! So I thought I would describe my challenge and the solution …. in an attempt to help others. In this post I...
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Dynamics 365 & Power Platform User Group – “Birmingham” Event
Register now …. D365PPUG Birmingham – Wednesday 17th November 2021 5:30pm | MeetupIt feels like ages since our last Birmingham user group event. Sorry about that summer break seems to have run into...
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Dynamics 365 Customer Service SLAs and Cloud Flows
Within Dynamics 365 we can use SLAs in the customer service app. Each SLA item can trigger a Power Automate Cloud Flow to complete any actions we wish to implement when a warning, failure, or success...
View ArticleMultiple Campaigns against the one lead
Hi,Is there a way to mark a lead with multiple marketing campaigns so i know which ones have been targeted to which leads as one lead may have 3 or 4 marketing campaigns it's involved in and i want to...
View ArticleTeams Chats inside Dynamics 365
Dynamics 365 now includes several Teams collaboration options, one being the ability to enable chats directly inside Dynamics 365. In this video I demo how to use and setup this new feature.Currently...
View ArticleClik here to view.
How many “ticks” until your opportunity closes?
I recently had a requirement to show the number of days before an opportunity was due to close, this turned out to be slightly more complex than it first sounded. So, I thought I’d create a quick blog...
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Dynamics 365 User Group Event – February 2022
We are current busy planning our next Dynamics 365 user group event. Why not join us in February?Our next exciting Dynamics 365 Birmingham User Group meeting will be taking place on Wednesday16th Feb...
View ArticleClik here to view.
Customer Service Workspace – Marco to create, save and link a case
In Microsoft’s Customer Service Workspace App we can use a combination of agent scripts and macros to create automations that can aid agent productivity. In this post I will explain one example of how...
View ArticleClik here to view.
App Profile Manager – Known issue when importing custom app profiles
Have you been having problems in Dynamics 365 moving app profiles for your customer service workspace (CSW) from instances to instances using solution??? If so then this blog post might be for you!I...
View ArticleClik here to view.
Customer Service Workspace – Macro to open an email based on template
Recently a customer of mine needed to have an agent script in their customer service workspace that opens an email using a template. I will explain how I achieved this in this blog post.Hopefully you...
View Article