Hello Everyone,
Today I am going to show how to add Customer Insights data on your trial or licensed environments.
Let’s get’s started.
1. Login into Dynamics 365 Customer Insights.
2. On home page screen click on the ADD Customer Insights – Data
3. New window will be opened and load the data into the Customer Insights.
Where you can analyse the data.
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today I am going to show new feature which is available for Jan 2024 preview.
Let’s get’s started.
Copilot for Dynamics 365 Customer Insights is powered by AI to provide answers to your queries.
What you do is “you will interact with your data” via Copilot as an interface between you and Customer Insights data. Copilot will retrieve the data by analysing according to the asked question and prompts the answers in fraction of seconds.
So this Copilot for Customer Insights will give insights for analyts, marketers and sellers to ask questions using natural and conversational language and receive instant message from it.
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today I am going to show how you can export import segments and assignment rules between environments.
Let’s get’s started.
With the new features: Sales Managers and an Administrator need to set up assigment rules in multiple environments like sandbox, dev, test or production.
This increases the time taken to transfer rules from one environment to another and is prone to errors.
With this feature we can export your segments and assignment rules from one environment and import them into another environment easily.
1. Export segments and assigment rules from a source environment
2. Import segments and assigment rules to any target environment.
3. Update any environment specific data – for example User ID.
Hello Everyone,
Today I am going to show how to turn on the Status Completes Work Order = ON then Complete the work orders based on status on Dynamics 365 Field Service.
Let’s get’s started.
This new feature allows status driven approach to enhance flexibility in work order management.
Save time to duplicate work orders that require follow up by returning them to an unscheduled state after completing a booking.
Suppose a work order is completed and sub status of it will be “Completed”, then the work order will be in inactive state, So if there is a need to follow up then the frontline workers can make the work order to unscheduled state.
Then with the booking workflow ensures accurate work order statuses and simplifies the booking process.
It will be greater flexibility into the work order lifecycle, helping your booking data accurately reflect the work order status.
How to enable it?
1. Login into Dynamics 365 Field Service App
2. Then Resources > Booking Settings> Booking Status > Status Completes Work Order = ON
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
Hello Everyone,
Today I am going to show how to view multi day view of the particular resource so that if there are any gaps for the resource can be quickly adjust resource for any bookings in between the resource gaps.
Let’s get’s started.
Resource availability and utilization with an updated multiday view.
On Multiday views on the scheduled board, you will have visibility of the duration in order accurately and you can quickly determine the availability and utilization of a bookable resource.
With this change, bookings on the daily and weekly and monthly views show proportional to their duration instead of stacked.
Multiday view significantly easier to see the availability of any resource from these views.
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days
