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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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{How to} Customize work order views for Teams and Outlook for Dynamics 365 Field Service

uk365guy

Hello Everyone,

Today I am going to show how to configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams.

Let’s get’s started.

Login into Dynamics 365 Field Service.

Go to Settings > Collaborations.

Microsoft Teams Collaboration and chat:

1. Turn on the linking of Dynamics 365 records to Microsoft Teams channels
2. Turn on Enhanced Microsoft Teams Integration
3. Turn on Confidential Labels.

Turn on Microsoft Teams chats inside Dynamics 365

1. Turn on for all Dynamics 365 Apps

You want to turn on for only specific selected Dynamics 365 apps

1. Turn on for selected Dynamics 365 apps

Then switch to the Settings and Field Service Settings.

Enable Copilot for work order, Copilot in Microsoft Outlook: This feature will suggest the users when using the work oders on Outlook or Microsoft Teams.

Add the Dynamics 365 Field Service for Outlook add -in to your outlook.

Details:

Field Service customers typically modify the work order form by adding, removing, rearranging form fields based on their needs.

Field Service Admins can now create or customize a view in the Power Apps Maker experience, and sync the view with the Field Service Outlook add-in and Teams app. The view then automatically renders the user interface in the outlook add -in and Teams app to construct the customized work order form.

Copilot follows the data schema of the view and helps populate the work order form according to the email context and customized work order table.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Strength of Connection types on Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to show strength of the connection types on lead record in Dynamics 365 Sales.

Let’s get’s started.

Normally when we nurture the leads with the interactions with the contacts within their business and there is predefined visibility how is the relationship with the leads.

With the introduction of the Who knows Whom and hierarchy of graph view, you can see how is the strength of the connection types.

Connection Types:

1. Strong
2. Fair
3. Weak.

With the visibility of the strengths of the connections types, the sales team focus on the weak and fair connections to strengthen the interaction with the contacts.

So there will be more chance of the requirement of the customer and convert the Lead to Opportunity.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)

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{How to} Activte Copilot across all Dynamics 365 Apps on particular environment

uk365guy

Hello Everyone,

Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment.

Let’s get’s started.

1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment.

2. Change the settings to App Settings

3. Click on Copilot and select enable copilot for All Dynamics 365 Sales Apps.

4. Open the Dynamics 365 Sales Hub and open any lead or opportunity and see the Copilot will appear and you can start using against lead or opportunity.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Check Summary of an Opportunity using Copilot on Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales.

Let’s get’s started.

Dynamics 365 Sales – Sales team work on multiple opportunity and dynamically, as information is scattered across the system.

Getting the information out of the mulitple opportunities will be time consuming and tidious task, also in terms of big deals multiple people work on opportunity concurrently so staying upto date will be very challenging.

AI generated opportunity summaries provide a quick and comprehensive summary of key customer data, including buying behavior, preferences and past purchases.

By leveraging this information, sellers can gain valuable insights into customer needs, allowing them to tailor sales pitches and increase their chances of success.

Copilot advantages:

1. You can view AI generated summary of an opportunity in a reader friendly format. Summary includes overview of the status and progress of a potential sale or deal.

2. It provides a snapshot of where the opportunity stands in the sales process and how likely opportunity can be closed successfully.

3. You can view highlighted changes, which indicates the changes since last login and its degree of importance, helping you to pay attention to the most recent changes.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Create Revised Quote field significance on Quote table Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I amgoing to show how to close the Quote with new field Create a Revised Quote – field on Quote Table.

Let’s get’s started.

Dynamics 365 Sales -rely on quotes to give information about the product or service pricing.

So Quotes serves as a formal offers, outlining the terms, pricing and specifications of a potential sale.

This enhancement is aimed at improving seller efficiency by allowing organizations to customize the experience as per sales process.

Now you can set the default value for the Create a Revised Quote field, saving time and ensuring consistency.

It also streamlines the quote closure process with quick actions, reducing the time and effort required to finalize quotes.

These improvements helps us to focus on sales activities, improving productivity and customer satisfaction.

Feature:

1. Set a default value for the Create a Revised Quote field.

2. Enable quick actions to close quotes based on your preffered status reason, create revision, and close opportunity options with just a click.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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