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Tag: #365blogpostsin365days

{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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{How to} Use Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service

uk365guy

Hello Everyone,

Today I am going to share my thoughts on using Copilot to generate knowledge drafts from cases in Dynamics 365 Customer Service.

Let’s get’s started.

Copilot for knowledge in Dynamics 365 Customer Service empowers support agents to swiftly draft knowledge articles using case data and send them to knowledge reviewers for publishing.

Here’s how it works:

1. Case Resolution Process:

As an agent resolves a case, they can click the “Propose new knowledge using this case” checkbox.

This triggers Copilot to auto-generate an initial knowledge draft from important case data.

2. Generating Knowledge Drafts:

To generate a knowledge draft while resolving a case or after resolving it in the Customer Service workspace, follow these steps:

Open the list of active cases.

Select and open the specific case you need to resolve.

Your administrator must have enabled the setting to generate knowledge drafts from cases.

By leveraging Copilot, Organizations can enhance agility, credibility, and quality of knowledge drafts ultimately accelerating the time to publish valuable content.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Timeline Highlights help users quickly access actionable record updates on Dynamics 365 Customer Service

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the timeline highlights help users quickly access actionable record updates on Dynamics 365 Customer Service.

Let’s get’s started.

Timeline Highlights in Dynamics 365 Customer Service provide a concise view of significant record updates.

These highlights allow users to quickly access relevant information without sifting through lengthy records.

Here’s how they work:

Key Events: Timeline Highlights display key events such as status changes notes, emails and appointments related to the record.

Visual Indicators: Each highlight is accompanied by visual cues, making it easy to identify critical updates.

Actionable Links: Users can click on a highlight to dive deeper into the associated details.

In summary, Timeline Highlights enhance efficiency by presenting essential updates at a glance.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Read Copilot Responses on the UI incrementally on Dynamics 365 Customer Service

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the Read Copilot responses on the UI incrementally on Dynamics 365 Customer Service.

Let’s get’s started.

To read Copilot responses incrementally within the Dynamics 365 Customer Service UI, follow these steps:

Customer Service Agents have to wait for Copilot to generate the entire response before they can start reading it, saving them time.

When agents use Copilot features such as write an email response and ask a question, including multi turn questions.

They can read the generated responses on the UI incrementally without having to wait for the entire response to be generated.

Agents can also choose to stop Copilot from generating a response and start fresh.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365Days

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