In the fast-paced world of marketing, every minute counts. The ability to create effective customer journeys is crucial for delivering personalized experiences to your audience. However, not everyone on your team might have the technical expertise or the time to build these journeys manually. That’s where Dynamics 365 Marketing comes to the rescue. In this article, we will explore the latest feature that empowers even non-technical users to create customer journeys effortlessly, thanks to Copilot’s generative AI. Read More
In the rapidly evolving landscape of field service management, staying ahead of the curve is paramount. Dynamics 365 Field Service, a pioneering solution, continues to innovate and empower organizations with its latest set of features aimed at streamlining processes and enhancing operational efficiency.
Viva Sales has unveiled a groundbreaking feature called Collaboration Spaces, designed to revolutionize collaboration among sales teams. You may already be familiar with the powerful integration of Dynamics 365 and Microsoft Teams, which empowers sellers to create Microsoft Teams and channels connected to Dynamics 365 records. Now, with the introduction of Collaboration Spaces, this integration takes a significant leap forward. Read More
At the Microsoft Build 2023 conference, Microsoft unveiled its latest product – Microsoft Fabric. This AI-powered platform demonstrates the company’s commitment to revolutionizing data analytics solutions. With Fabric, Microsoft aims to bring together various elements of data analytics, including compute, storage, analytics stack, governance, and business models, into a cohesive and integrated solution. Read More
Unlocking the Potential of Your Data: Maximize Your Data’s Value
By utilizing Azure OpenAI Service, you can unlock the full potential of your data without the need for training or fine-tuning. This service enables you to run OpenAI models directly on your data, providing advanced conversational AI capabilities through ChatGPT and GPT-4. Enhance communication, improve customer service, and increase productivity within your organization. These models not only leverage pre-trained knowledge but also access specific data sources to ensure up-to-date and accurate responses. Read More
Dynamics 365 data and interactions stored in Dataverse can now be used as triggers that activate a personalized customer journey for individual contacts based on their tracked activities. Each journey can include multiple touch points to automate interactions, implement decision making, and perform other automated actions that increase customer engagement.
Microsoft’s announcement of Copilot, a new and innovative tool aimed at assisting users with generating documents, emails, presentations and more has taken the tech world by storm. With its advanced artificial intelligence technology powered by GPT-4 from OpenAI, it promises to revolutionize the way people work.
The Copilot will be integrated into Microsoft 365 apps as a chatbot assistant that sits alongside users while they work on their projects. Using natural-language processing (NLP) algorithms, the Copilot can analyze content within documents or presentations and suggest relevant information for inclusion in them.
This feature is sure to save time for individuals who otherwise would have spent hours researching material to include in their work.
People are able to focus more on the task at hand and less on the busy work thanks to Microsoft 365 Copilot’s seamless integration with the tools they use every day to stay in the flow of work.
- PowerPoint’s Copilot feature makes the creation process possible by converting concepts into a planned presentation using natural language instructions.
- Excel’s Copilot makes it easier to find insights, see trends, or quickly produce data visualizations that look polished.
- Power Platform’s Copilot with the addition of two new features within Power Apps and Power Virtual Agents. It will assist developers of all skill levels in accelerating and streamlining development with low-code tools.
- Word’s Copilot works with users to write, edit, summarize, and create.
- Outlook’s Copilot can organize and manage the inbox to free up more time for speaking to people.
- Team’s Copilot increases the effectiveness of meetings by providing real-time summaries and action items that are relevant to the current conversation.
- To help you write emails, identify important dates, summarize talks, or even develop a plan based on other project files, Business Chat gathers information from documents, presentations, emails, calendars, notes, and contacts.
Microsoft Dynamics 365 Copilot is an impressive tool that helps you easily leverage the power of AI. With its features, such as natural language processing and virtual agents, Copilot makes tedious and time-consuming processes easy to do.
We have explained the latest enhancements in model-driven apps for mobile devices and tablets in this article
Form Tabs should be locked
Users will be able to switch tabs at any time by enabling this feature. Tabs will remain visible at the top of the form even when users scroll through the form. You can enable the Lock tabs at the top of forms on mobile devices and tablets by following the steps below.
Choose the model-driven app, then select Open in App Designer, then select Settings, then go to Features, then enable the Lock tabs at the top of forms for mobile and tablet. If the setting is enabled, the tabs displayed on the form will lock even when scrolling.
Improvements to mobile commanding
The mobile commanding improvements feature is enabled, the Delete button will be hidden if no records have been selected in the grids, along with the Process button if no Process has been enabled for the respective entity.
The command bar will become more compact and readable if this feature is enabled, as shown in the screen clip below.
Native Mobile Date Time and Native Mobile Inputs
As soon as this feature is enabled, the date and time control and keyboard input type will be determined by the settings on the mobile device or tablet.
Command Bar Optimization for Tablets
Upon enabling this feature, it replaces the native command bar with the new web command bar at the top of the record. It also displays more commands in the command bar and helps users to visualize and use the commands effectively.
Please contact us at firstname.lastname@example.org for any Microsoft Dynamics questions or support you need. Feel free to comment below. We’d love to hear your thoughts!
For this tip, I’m bringing back a post from last year about organizing reports. If your organization uses a high number of reports like many of our clients, I highly recommend taking the time to organize them into categories! There are a few out-of-the-box categories to choose from, but if that’s lacking, you can add your own if you are an administrator. Read More
With the rollout of Release Wave 2, you may have noticed that Microsoft has done away with the classic “Advanced Find” feature. I use this feature more than any other in Dynamics and prefer the classic view; I’m not ready to let go! We can still access it as of October 2022 if you know where to look, but it will be removed at some point.