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Tag: #365blogpostsin365days

{Do you know} Assisted mapping for standard dataflows in Microsoft Dataverse

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the Assisted mapping for standard dataflows in Microsoft Dataverse.

Let’s get’s started.

Suppose there is a data migration work where you need to map the fields for the table selected manually which is daunting task isn’t it?

So with the introduction of the assisted mapping for standard dataflows you will be assisted with mappings.

Assisted mapping for standard dataflows in Microsoft Dataverse is a powerful feature that simplifies the integration of external data into existing Dataverse tables.

Let me break it down for you:

1. AI-Assisted Mapping: This feature leverages artifical intelligence to recommend column mappings when bringing data into Dataverse tables. It increases productivity by speeding up the mapping process and providing confidence in the results. When loading data, you map the source query’s columns in the dataflow’s editing experience to the destination Dataverse table columns.

2. Recommendations and Mismatches: The AI suggests existing Dataverse tables that the new data should be mapped to. After choosing a target Dataverse table, it advises how the columns should be mapped and notifies users of any column type mismatches that need to be addressed before completing the dataflow.

3. Enhanced Data Migration: Assisted mapping ensures a faster and smoother data migration experience by bypassing business logic. It also consolidates the experience for loading data from Excel directly into a Dataverse table or integrating Fabric One Lake as a data source with a no ETL no copy apptoach.

4. Security and Collaboration: Dataverse provides integrated experience to upgrade from export to data lake, maintains security role privileges for better ALM (Application Lifecycle Management) solution imports, and allows for masking sensitive data with column level security.

Additionally security features prevent data exfiltration, scan files and attachments for viruses and malware and focus on collaboration and accessibilty.

In summary, assisted mapping simplifies the mapping process, enhances data migration, and ensures robust data management within Microsoft Dataverse.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY

#365blogpostsin365days

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{Do you know} Implement Anywhere365 Solution for Omnichannel features on Microsoft Dynamics 365 Customer Service and Microsoft Teams

uk365guy

Hello Everyone,

Today I am going to share my experience on the Anywhere365 Solution which is useful for Omnichannel Feature implementation on Dynamics 365 Customer Service and Microsoft Teams.

Let’s get’s started.

Suppose there is a requirement to implement a solution where the call center users should receive calls on their Microsoft Teams and BE shown the customer information from Dynamics 365 Customer Service if the Calling customer information exists on your Dynamics 365 Customer Service.

As i have evaluated a solution for one of our customer:

Solution: Anywhere365: https://anywhere365.io/platform/solutions/microsoft-teams-contact-center

Requirement to implement Anywhere365:

1. Dynamics 365 Customer Service

2. Microsoft Teams Integrated with Dynamics 365 Customer Service.

3. Microsoft Teams Phone Number.

4. Assign the Anywhere365 License.

5. Configure the Workstream on your Dynamics 365 Customer Service.

Installation on Dynamics 365 Customer Service:

https://golive.anywhere365.io/platform_elements/webagent_for_dynamics365/webagent_configure_for_dynamics_cif2.html

WebAgent for Dynamics 365 User Guide:

https://golive.anywhere365.io/platform_elements/webagent_for_dynamics365/webagent_for_dynamics365_userguide.html

Attendant Console for Teams Installation

https://golive.anywhere365.io/platform_elements/attendant-console/attendant-console-for-teams/attendant-console-teams-configuration.html

Configure Teams Auto Attendant using Teams Admin Center:

https://golive.anywhere365.io/platform_elements/attendant-console/attendant-console-for-teams/configure-auto-attendant-teams-admin-center.htm

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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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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