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{How to} Make connection to Dynamics 365 Customer Voice App and give access to users from maker portal

uk365guy

Hello Everyone,

Today I am going to show how to make connection to the customer voice app and give permission to use the Dynamics 365 Customer Voice in the project by the developers.

Let’s get’s staretd.

Suppose there is a use case: On a Dynamics 365 CE Project theere is a requirement to use the Dynamics 365 Customer Voice and the devlopers don’t have permissions to create a connection on the environment, so in that situation Administrators can create a connection and allow others to use the app.

What you need to do this connection?

1. You should be System adminstrator
2. Azure Administrator.

Login into www.maker.portal.com

Then go to connections and search for Dynamics 365 Customer Voice and click on the “+” icon and create connection.

Then a new tab will be opened, login and asks for permissions and consent on behalf of the organization and accept it.

Now connection is successfully made.

Now we need to give permission to other developers on the project to use this app.

How do you do that?

Login into www.portal.azure.com

Open Enterprise Applications > All Applications > Search for CustomerVoiceFlowApp

Then Click on permissions and grant admin consent for your organisations.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Get real time tips and suggested answers during Teams meetings on Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the real time tips and suggested answers during Teams meetings on Dynamics 365 Sales.

Let’s get’s started.

Yes being surprised by a question or an unfamiliar competitor mention during a sales call can be a jarring and unsettling experience.

This unexpected situation often causes sellers to switch context as they try to search for the information.

This distraction can harm the overall sales process and potentially jeopardize the deal.

Having the right data at the correct time is a powerful tool for sales teams that can lead to increased productivity, better communication and more effective selling.

When a customer mentions competitor or brand in a meeting data from the transcript and the CRM enable real time information cards to be displayed to the Sales Copilot pane in the Teams meetings.

That’t it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Experience Copilot in an immersive widescreen mode in Dynamics 365 Sale App

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Experience Copilot in an immersive widescreen mode in Dynamics 365 Sales.

Let’s get’s started.

With the Copilot home experience in Dynamics 365 Sales, Sellers gain a powerful tool for achieving sales excellence.

Real time insights and effortless natural language chat functionality empower sellers to efficiently manage sales activities, nurture customer relationships and drive sales success.

This immersive interface offers as expanded workspace, enhancing the focus on productive conversations with Copilot, sellers can seamlessly access insights from various records allowing them to prioritize actions intelligently.

The natural language chat with AI-powered Copilot facilities deeper insights and quick access to customer details. deal information, meeting schedules and more. This innovative solution elevates sales management to a new level, enabling sellers to excel in their roles and drive revenue growth.

With this feature:

Get real time insights across different entities.

Find out about any follow up activities from their emails.

Get notified and prepare for their upcoming meetings.

Be aware of key changes in their opportunities and leads.

Get a summary of their opportunities and leads.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365Days

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{How to} Allow sellers to track performance with out of box forecasting in Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts about to allow sellers to track performance with out of box forecasting on Dynamics 365 Sales.

Let’s get’s started.

The out of box forecast solution is streamlined and accessible for all users. This capability enables you to:

Enhance sales performance with the readily available forecast.

Increase productivity with real – time updates and save valuable time to focus efforts on driving sales activities.

Quickly gauge performance, adjust strategies and make better decisions for improved results.

So as a Seller, you can:

Get instant access to the out of the forecast without waiting for your administrator to configure one.

Get immediate access to crucial sales insights.

Stay informed about your performance and make timely adjustments to your sales strategies with real time updates.

Track your performance against targets and objectives and achieve continuous improvement and goal attainment.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Join a Teams call is generally available and on by default

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the joining the teams call is generally available and on by default on Dynamics 365 Customer Service.

Let’s get’s started.

Administrators no longer need to turn on a toggle to enable users to join their customers on Teams call.

This feature is general availability will help promote wider adoption.

Users can invite their customers to join them on Teams without needing an administrator to set up the feature.

The release makes the feature generally available to all Dynamics 365 Customer Service.

That’t it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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