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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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Simplify and optimize segments using query assist copilot in Dynamics 365 Marketing

uk365guy

Hello Everyone,

Today I am going to share new feature on Dynamics 365 Marketing on how to simplify and optimize segements using query assist copilot.

Let’s get’s started.

Before when we create a segment we have to manually select the conditions to complete the segmentation of the records.

Now with updated copilot -enhanced query assist streamlines your workflow and enables effective teamwork.

We can just type a plain english statement and assist copilot functionality can get real time journeys to create segments.

All you need to do is to cross check the intended outcome by translating the logic into a natural language description of the segement.

Then users who views or consume segments created by others can use the copilot funtionality to identify which audience the segment captures without needing to understand the segment creation logic.

Assist Copilot also offers suggested improvements during segment creation to help eliminate reludant conditional statements and further improve segment comprehension and performance.

Notes:

1. Improved accuracy when creating segments with an enhanced understanding of queries and creation logic.

2. Optimize segements effortlessly by eliminating redundant conditional statements.

3. Improve comprehension and performance by streamlining segement conditions.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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How to Assign New Basic Access App Opener Security role to the users in Dynamics 365 Apps

uk365guy

Hello Everyone,

Today I am going to show how to assign basic App Opener security role to a user to get access to Dynamics 365 Apps.

Let’s get’s started.

Normally when a new user need access to Dynamics 365 Apps we will assign a basic security role with appropriate privileges.

Now Microsoft Created a new security role where the user gets the required privileges to it and then assign to the user.

Login into Dynamics 365 App.

Then go to Advanced Settings > Security and then > Security Roles – Look for “App Opener” security role.

With the App Opener the user can open the Dynamics 365 App and no more “assign security role” errors.

Then assign the user App Opener Security role and then the user will be able to access to Dynamics 365 Apps.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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Dynamics 365 Marketing create content with Copilot image recommendations.

uk365guy

Hello Everyone,

Today I am going to show how to create compelling content with Copilot image recommendations.

Let’s get’s started.

Visual content is critical to capturing your audience’s attention increasing engagement with your brand and conveying your message more effectively.

Copilot assistant automatically identifies a selection of images from your library that best complement your content.

Quickly and easily choose images that resonates with your audience without spending time searching.

Feature details:

1. Copilot functionality suggests images that match your content when you insert an image.

2. Pick from the Copilot suggested images, browse the library or upload new images.

3. Leverage image recommendations for email forms and push notifications content.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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Work hours calendar supports multiple recurrences in Dynamics 365 Field Service Schedule Board

uk365guy

Hello Everyone,

Today I am going to share new feature which has been included in Dynamics 365 Field Service Mobile App.

Let’s get’s started.

Up to now we have only one work hour recurrence per resource, with this add new capability you can add multiple recurrences.

This is the value added capability for resource scheduling to meet your business needs while adjusting needs of your workforce for employee retention and job satisfaction.

Advantages of the multuple recurrences are:

Adding the recurrences over a date range overwrites any previous recurrences settings.

With this update, dispatchers can now add as many recurrences as they want.

The newest work hours entry on a given day gets used.

Now you can:

1. Add multiple recurrences within a single day to represent different instances of recurring shift work, like morning, afternoon, evening shifts in a single day with different resources.

2. Have overlapping recurrences within a week like a recurrence for Monday and Wednesday and a recurrence for Tuesday. Previously the Tuesday recurrences would have deleted the other entries. Now they can coexist alongside each other.

3. Input work hour events in different time zones, which is helpful for workers who travel. Previously the calendar supported only one timezone across all work hour calendar events.

This work hour calendar update is the first phase in the broader flexible resource location work scope.

In upcoming phases Microsoft adds territory and start/end location entities to the work hour calendar.
allowing dispatchers to easily set up an adhoc or recurrence.

Note: Flexible resource locations your opertion with support for staffing your team in different locations on different days, based on customer demand, you may need to send resources to different area. these may be local area or outside the country.

In some cases, resources may travel to remote area once a month and perform work in that area, or perhaps your team travels from customer location to customer location without having a home base.

May be resources pick up their parts at the warehouse every wednesday but start from their homes on other days, with date effective location support you can meet these variant location based demands, interacting with an API that allows you to change your resources location. This feature enables settings start and end locations by technicians daily by service managers, dispatchers or even the employees themselves.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365Blogpostsin365Days

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Compress Image uploads from mobile devices Dynamics 365 Field Service Mobile App

uk365guy

Hello Everyone,

Today I am going to share my views on compressing image uploads from mobile devices on Dynamics 365 Field Services.

Let’s get’s started.

Dynamics 365 Field Service Mobile App – Field Engineers can take several images of assets and customer sites using high – quality cameras built into the device.

These images are large often exceeding 5 MB in size.

When large images are uploaded in Field Service Mobile, It can take a long time as consume network bandwith and server storage space.

High quality images are not required for the scenario and a compressed version is sufficient while saving resources.

From the Field Service Mobile, a technician will be able to take advantage of compression during image upload to reduce network bandwidth and conserve Dataverse storage.

The app will perform the necessary compression and it ensures that the compressed images are uploaded to the server.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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