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Tag: #365blogpostsin365days

{How to} Allow users to get AI suggestions when creating formula columns

uk365guy

Hello Everyone,

Today I am going show preview feature of how to allow users to get AI suggestions when creating formula columns.

Let’s get’s started.

When you are creating canvas apps and you want to add formula to the canvas app with the use of AI generative Suggestions you will get the required suggestion from it.

How do you get that?

Login into Power Platform Admin Center.

Then go to settings and Features:

Turn ON AI Suggestions for formula Columns.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Choose a session from mulitple sessions event in Dynamics 365 Marketing

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to register for session from multiple sessions event on Dynamics 365 Marketing.

Let’s get’s started.

Boosting Participation and simplifying planning for events with multiple session based registrations in Dynamics 365 Marketing involves leveraging the platform’s capabilities to manage complex event structures efficiently.

Dynamics 365 Marketing provides a seamless integration of event planning, execution and follow up processes making it easier for organization to host events that cater to diverse audience interests.

Here’s a strategy to maximize participation and streamline event planning using Dynamics 365 Marketing.

Step 1: Create Your Event Framework

Define Event Objectives: Clearly define what you aim to achieve with your event, including learning outcomes, networking opportunities or showcasing products/services.

Event Setup: Utilize Dynamics 365 Marketing to set up your main event, detailimng its overall theme, duration and key information. This serves as the umbrella for all the sessions.

Step 2: Organize Sessions

Session Planning: Plan various sessions within the main event, catering to different topics expertise levels, or audience segments. Each session can have its unique set of speakers, timings and capacity limits.

Session-Based Registration: Enable attendees to register for individual sessions. This approach allows participants to customize their event experience based on their interests, increasing overall engagement.

Step 3: Personalize Marketing Communications

Segment: Use Dynamics 365 Marketing to segment your audience based on their preferences, past behaviors or demographic information. This enables targeted marketing efforts.

Customized Invitations: Send personalized invitations for the event or specific sessions. Highlight the value and relevance of sessions to each segment to increase interest and registrations.

Step 4: Simplify Registrations

User-Friendly Registration Process: Ensure the registration portal is intutive, providing clear information on sessions, speakers and other event details. Allow attendees to register for multiple session easily.

Automated Confirmation and Reminders: Set up automated confimation emails and reminders for registered sessions, including calendars invites. This helps in keeping the event on top of attendees minds.

Step 5: Engage Attendees

Interactive Elements: Incorporate interactive elements such as Q&A Sessions,polls, or networking opportunities within each session to enhance engagement.

Real-Time Engagement: Use Dynamics 365 Marketing during the event to send real-time notifications or changes in the schedule, session reminders or additional information to enhancd the attendees experience.

Step 6: Analyze and Follow Up

Feedback Collection: Post-event collect feedback for each session and the overall event, Utilize Dynamics 365 Marketing to automate this process, sending surveys to attendees.

Event Analytics: Analyze participation rates, session populatity feedback scores and other metrics within Dynamics 365 Marketing to assess the event’s success and identify areas for improvement.

Step 7: Leverage Integration for Comprehensive Insights

Integration with Dynamics 365 Customer Insights: Utilize Integration to gain deeper insights into attendees behavior and preferences, enhancing future event planning and personalized marketing stratgies.

Sales and Marketing Synergy: Leverage the integration with Dynamics 365 Sales to follow up on leads generated from the event, ensuring a smooth transiton from event participation to sales engagement.

By following these steps and leveraging the robust features of Dynamics 365 Marketing for events with multiple session-based registrations, organizations can not only boost participation rates but also significantly simplify the planning and execution process.

This strategic approach ensures that each attendee has a personalized and engaging experience, leading to higher satisfaction and better outcomes for both the attendees and the organizers.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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{How to} Create description using AI on Model Driven App

uk365guy

Hello Everyone,

Today I am going to show how to create a description using AI for Model Driven App.

Let’s get’s started.

When you create Model Driven App you may need to give it a name and optional description for the Model Driven App.

How to generate description for your model driven App?

Open your Model Driven App in Design Mode.

With the Create Description using AI option, when you click on it, it can generate description for you.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Schedulers and dispatchers get recommendations from Microsoft Teams

uk365guy

Hello Everyone,

Today I am going to show new feature benefits that schedulers and dispatchers get recommendations to choose technicians or workers to schedule work orders based on their availability, skills, or expertise.

Let’s get’s started.

Dispatchers will recieve recommendations on Teams – Scheduling assistant recommends workers and time slots for the jobs.

Scheduling assistant is available in Field Service Integrations for Microsoft 365 applications, including Microsoft Teams.

Here’s an illustration showing the integration of technician scheduling suggestions within Microsoft Teams. This visual representation demonstrates how such a system can provide efficient scheduling solutions directly through the Teams platform.

1. Open Microsoft Teams.

2. Go to Apps: Search for Dynamics 365 Field Service

3. Add the app.

4. Once Dynamics 365 Field Service App is opened go to settings on the app.

5. Signin into the environment and configure the views for the work orders(see above image).

6. Then select the Home Tab on the App.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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What is the significance of Geofencing on Dynamics 365 Field Service

uk365guy

Hello Everyone,

Today I am going to share my thoughts on a topic which is known by the field service professionals.

Let’s get’s started.

Today when i was demoing Dynamics 365 Field Service to our client, one of the stakeholder asked what is Geofencing in Dynamics 365 Field Service ?

I have answered that the Geofencing used to define the boundaries of the specific geographic areas.

So let me share my thoughts here:

This image illustrates the concept of geofencing in Dynamics 365 Field Service. It visualizes how geofencing can be integrated within a field service management system, showcasing the benefits such as enhanced scheduling, resource management, and real-time tracking of field service technicians. This depiction helps to understand how geofencing technology contributes to more efficient and effective field service operations.

Few Pointers:

Improved Resource Management: Geofencing allows managers to define virtual boundaries around specific geographic areas. This feature can be used to automatically track when field service technicians enter or exit these areas, helping in better managing and allocating resources based on real-time location data.

Enhanced Scheduling and Dispatching: By knowing the exact location field technicians, dispatchers can make more informed decisions when scheduling and assigning jobs. This can lead to reduced travel time, quicker response times and overall more efficient scheduling.

Automated Alerts and Notifications: Geofencing can trigger automated alerts and notifications when a technician enters or leaves a geofenced area. This is particularly useful for keeping customers informed about the technicians arrival time, enhancing customer satisfaction.

Increased Accountability and Time Tracking: With geofencing, organizations can monitor the time spent by technicians in a specific location. This helps in validating work hours, ensuring compliance with service-level agreements(SLAs), and can be used for accurate billing.

Safety and Security: Geofencing can enhance the safety and security of field technicians by alerting supervisors when technicians enter potentially hazardous areas or deviate from their assigned routes.

Data -Driven Insights: The location data gathered through geofencing can be analyzed to gain insights into operational efficiency. This data can be used to optimize routes, reduce idle time, and improve overall field service operations.

Integration with IoT Devices: In advanced scenarios, geofencing can be integrated with IoT(Internet of Things) devices. For example, a piece of equipment can automatically send a service request when a technician with the right skills enters a predefined geographic boundary.

Compliance and Reporting: Geofencing can help ensure that technicians comply with geographic restrictions or regulations, which is particularly important in certain industries or for contractual obligations. It also provides valuable data for reporting and analysis.

In summary, geofencing in Dynamics 365 Field Service enhances operational efficiency, improves customer satisfaction, ensures safety and compliance and provides valuable data for strategic decision-making. These capabilities align with the broader goals of modern field service management, which emphasize efficiency, customer-centricity, and leveraging technology for smarter operations.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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