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Tag: #uk365guy

{How to} track and auto update the task activity using AI-powered tasks in Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts on collaborate with sales teams using AI-powered planner tasks.

Let’s get’s started.

Normally Sales teams are known for their collaborative nature, relying heavily on apps like Microsoft Teams and Dynamics 365 Sales to work together efficiently.

Microsoft releasing new feature which allows progress of tasks to their colleagues, whether they’re using Microsoft Teams or the Sales app, can be tracked efficiently. This capability is whole changer and empowering sales team to remain in complete control of all activities associated with a particular account or opportunity.

1. Sales Copilot bot monitors conversations in the deal room and suggests relevant tasks from discussions.

2. If a user agrees to create suggested tasks, the tasks are automatically generated with assigned owners.

3. A tasks tab is created in the deal room channel to access these tasks and stay on top of the latest updates.

4. This feature works for both Dynamics 365 and Salesforce CRM Users.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Extend Microsoft Copilot Studio(Power Virtual Agent) Trial expired

uk365guy

Hello Everyone,

Today i am going to show how to extend the Microsoft Copilot Studio Trial expired.

Let’s get’s started.

Note: Power Virtual Agent is renamed as Microsoft Copilot Studio.

Suppose you have Microsoft Copilot Studio trial subscription and you have run out of the 30 day trial and you would like to extend further.

How do you do that?

Login into Dynamics 365 Customer Service Admin App and click on the Power Virtual Agent.

New window will be opened.

Microsoft Copilot Studio will be opened.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} how the audit log displays when a user access Dynamics 365 through Mobile App

uk365guy

Hello Everyone,

Today I am going to share how the audit log will be displayed when a user access the Dynamics 365 through mobile app.

Let’s get’s started.

Normally Dynamics 365 CE Mobile App users get access through:

1. Login into Dynamics 365 CE

2. Go to Security

3. Security role

4. Business Management tab

5. In the Privacy Related Privileges section, verify that Dynamics 365 for mobile is set to Organization. If not Select Dynamics 365 for mobile.

6. Select Save and Close to save the changes to the security role.

7. Send an email to mobile-enabled users to let them know they can download the mobile app from the app store. Include the organization URL and sign – in information in the email.

Finally:

Dataverse and Dynamics 365 CE include the ability to audit user access.

Audit log is generated when a user access the Dynamics 365 apps through the Dynamics 365 mobile app.

Note: There is not a new event type that indicates the access was through the mobile app. The audit login events would appear as “USER ACCESS VIA WEB”.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} what is the significance of Not to exceed on Dynamics 365 Field Service

uk365guy

Hello Everyone,

Today I am going to show how to enable NOT TO EXCEED and its use on Dynamics 365 Field Service.

Let’s get’s started.

What is NOT TO EXCEED and what is the use of it on Dynamics 365 Field Service?

The main purpose of it is setting financial expectations with customers and vendors is critical for managing the organisation’s bottom line and maintaining successful relationship.

It’s capability helps service providers stay within the preapproved price and cost for work orders.

There are different types of NTE’s:

1. Price

2. Cost

3. Price and cost margin.

How to enable NTE on Dynamics 365 Field Service?

1. Login into Dynamics 365 Field Service.

2. Change to settings.

3. Field Service Settings > Enable “Not-to-Exceed”.

Note: Not to Exceed functionality and fields will not appear on work orders until either “Calculate Cost” or “Calculate Price” are enabled in Work Order/Booking” Settings.

Settings will be updated upton Save.

Note: Service Managers and frontline workers can optionally receive a warning when the Not-to-Exceed value near the limit or exceeds by notfying the users and they need to act.

Who can configure the NTE?

1. Security roles:

A. Field Service – Administrators
B. Other Field Service roles: Read and use permissions for NTE records.

2. Enable cost calculation or price calculations, depending on NTE type you plan to use.

For more information visit here

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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Simplify and optimize segments using query assist copilot in Dynamics 365 Marketing

uk365guy

Hello Everyone,

Today I am going to share new feature on Dynamics 365 Marketing on how to simplify and optimize segements using query assist copilot.

Let’s get’s started.

Before when we create a segment we have to manually select the conditions to complete the segmentation of the records.

Now with updated copilot -enhanced query assist streamlines your workflow and enables effective teamwork.

We can just type a plain english statement and assist copilot functionality can get real time journeys to create segments.

All you need to do is to cross check the intended outcome by translating the logic into a natural language description of the segement.

Then users who views or consume segments created by others can use the copilot funtionality to identify which audience the segment captures without needing to understand the segment creation logic.

Assist Copilot also offers suggested improvements during segment creation to help eliminate reludant conditional statements and further improve segment comprehension and performance.

Notes:

1. Improved accuracy when creating segments with an enhanced understanding of queries and creation logic.

2. Optimize segements effortlessly by eliminating redundant conditional statements.

3. Improve comprehension and performance by streamlining segement conditions.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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