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Tag: #365blogpostin365days

{Do you know} Manage crew membership on daily basis on Dynamics 365 Field Service.

uk365guy

Hello Everyone,

Today I am going share my thoughts on managing crew membership on daily basis on Dynamics 365 Field Service.

Let’s get’s started.

In Dynamics 365 Field Service, you can efficiently manage crew membership on a daily basis. Here’s how:

1. Create a Crew:

A crew is a bookable resource that acts as a container for child resources (member of the crew).

Open the Resources area, select ” Resources,” and create a new resource with the type “Crew”

Provide a name, time zone and crew strategy (e.g., Crew Leader Management, Crew Member Self-Management, or Cascade and Accept Cascade Completely).

Set start and end locations for the crew.

Save the crew configuration.

2. Add/Remove Members:

You can quickly make membership changes for crew resources by adjusting the crew allocation.

Swap a resource from one crew to another, add an unassigned resources to a crew, or remove a resource from a crew.

These changes apply for a single day in the crew’s time zone, and future bookings reflect the updated membership.

3. Morning Shuffle Control:

To manage crew membership for a specific day, use the morning shuffle control.

Add or remove resources from a crew or swap resources between crews to efficiently fill any gaps.

Existing bookings are adjusted to reflect the changes.

Remember, crew strategies allow you to tailor how crews manage their work based on your specific needs.

Whether it’s crew leader management or self-management, Dynamics 365 Field Service provides flexibility to streamline crew scheduling and collaboration.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Increase control when attaching to data in Dataverse on Customer Insights – Data

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to increase control when attaching to data in dataverse.

Let’s get’s started.

Certainly! The Microsoft Dataverse connector has undergone significant improvements, granting you more control and flexibility when importing data into customer insights -data. Here are the key enhancements.

1. Performance Improvements:

You can now smoothly import large dataverse tables into Customer Insights – Data, eliminating previous scale and performance limitations.

The connector has been optimized to handle substantial data volumes efficiently.

2. Selective Table Import:

Say goodbye to mandatory read-only table selections. with the updated connector, you decide which dataverse tables you want to use in Customer Insights.

3. Column-Level Customization:

You have full control over column selection. Choose the specific columns you want to process and output in Customer Insights.

In summary, the Microsoft Dataverse connector is now the fastest and easiest way to bring data from Dataverse into Customer Insights – Data.

Enjoy the newfound flexibility.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Customer Insights} Advanced bot protection for integrity of data

uk365guy

Hello Everyone,

Today i am going to share my thoughts on the advanced bot protection for integrity of data on customer insights.

Let’s get’s started.

Advanced bot protection is a crucial aspect of ensuring the integrity of data and operational efficiency. Let’s delve into how it enhances reliability and safeguard your business processes.

1. Enhanced Data Accuracy:

By implementing advanced bot protection, you can improve the quality of your insights. The data you collect will be more accurate, representing genuine human interactions.

This reliability extends to your decision making processes, allowing you to make informed choices based on trustworthy information.

2. Minimized Disruptions:

Malicious bots can wreak havoc by inflating engagement metrics, triggering journeys incorrectly and skewing analytics.

With bot protection, you can elevate the customer experience by minimizing disruptions caused by these nefarious bots.

3. Specific Features:

Prevent Bot Clicks on Emails: Avoid inflated engagement metrics, incorrectly triggered journeys and skewed analytics by ensuring that only legitimate clicks are recorded.

Protect Web form submissions: Web forms are often targeted by bots submitting spam or malicious content. Bot protection ensures that only valid form submissions are recorded.

Accurate Event Attendance: Prevent false inflation of event attendance metrics by ensuring that only real attendances are recorded.

Remember, this advanced bot protection not only bolsters your insights but also contributes to a smoother customer experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365blogpostsin365days

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{Customer Insights} Increase control when attaching to data in Dataverse customer insights data

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the customer insights data to increase control when attaching to data in Dataverse customer insights data.

Let’s explore how you can enhance control and flexibility when attaching data from Microsoft Dataverse to Customer Insights – Data.

These improvements empower you to manage your data more effectively.

1. Improved Dataverse Connector:

The Dataverse connector has undergone significant enhancements.

Performance improvements now allow you to smoothly import large Dataverse tables into Customer Insights – Data, eliminating previous scale and performance limitations.

You can have full control over the tables you want to use in Customer Insights, without any read-only mandatory selections.

Select only the specific columns you need for processing and output in Customer Insights – Data.

Apply custom filters to exclude inactive records or include only those added or modified within a specific time frame (e.g., the past year).

These updates streamline your data management process, making it more efficient and precise.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Customer Insights} Get faster insights at scale with auto-management of segments measures

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Customer Insights get faster insights at scale with auto-management of segments, measures.

Let’s get’s started.

As your Dynamics 365 Customer Insights footprint grows, managing segments and measures becomes increasingly important. The sheer number of segments can impact system performance leading to longer refresh times for the entire environment. But fear not! Customer Insights now offers an intelligent solution: Automatic segment management.

Here’s how it works:

1. Automatic Deactivtion:

When you have a large number of segments and measures, it’s challenging to determine which ones are actively used and which are not.

The system now automatically deactivates segments or measures that haven’t been used after a specified retention period.

By doing so, it reallocates compute resources to the active segments and measures, resulting in faster system refresh and quicker insights.

2. Admin Control:

As an admin, you can enable or disable this automatic management feature.

Set the retention period that suits your organization’s needs.

If necessary, users can reactivate segments or measures.

This enhancement ensures that you can scale confidently, maintain optimal performance and swiftly gain valuable insights.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@uk365guy)
#365BlogPostsin365Days

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