In the earlier post, we had a look at the Customer Service workspace app with its Smart assist feature. In this part we will have a look at the capabilities to assist the agent and aid them with the help of Agent Scripts and Macros. Agent Scripts: These could be used to provide the agents… Read More »
As part of the 2020 Release Wave 2, you would have already most likely seen a new Customer Service App added to your environments, the Customer Service workspace app. * This app requires Customer Service Enterprise subscription: Ref This app is a Customer Service APP with multi-session capabilities. It is not the first app that… Read More »
Introduction In Dynamics CRM wave2 many enhancements are added. The additional charts customization options are added in the wave2. Charts are used to show a visual representation of the data. To make chart visualization more friendly and attractive, in wave2 following options are provided. It includes the addition of support for gridline color, grid tick… Read More »
Introduction The 2020 release of Wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. Microsoft enhanced some features in 2020 release wave 2 and made them user friendly and easy to access. .I have mentioned some of them below. Switching the App Wave 1 – By… Read More »
Microsoft has included quite a number of new capabilities in Dynamics 365 Wave 2 Release. In this blog, we will focus on one of the features under Sales Insight called Sales Accelerator. The first thing that we would like to emphasize is that please beware that this is preview feature and to use this feature,… Read More »
Introduction In the 2020 wave 2 release, Microsoft has released some interesting new features which are now available for early access, among them one feature is customizing the timeline for the below new features. Expand the timeline records by default. Hide “What you’ve missed.” Hide status tags. Show email as Conversation or as individual messages.… Read More »
Earlier when we wanted to search a record in an entity, we used to do it through Quick Find search on the entity Grid. However, the 2020 Release Wave 1 new feature – ‘Search this view’ – gives this capability on the grid. It now applies the current view conditions and then searches the fields… Read More »
If you have been using Dynamics 365 Sales for a while now, you would know that adding products to Opportunity has always been a tedious job. That’s because until a couple of years ago, it only supported adding one product at a time. It would open up a Line Detail form with the option to… Read More »
Introduction Knowledge Articles are part of a knowledge base that is used to store vital information on Products and Services that the Clients are using. Knowledge Articles are perfect for Service, however, they can be used in other departments as well, for example, to help the Users find solutions to the problems that they are… Read More »
Introduction With the commencement of Wave 2 Microsoft has introduced another cool feature – ‘High Density Header’. Well, High Density Header is a different approach towards the visual representation of form headers. This is also a step towards making the Unified Interface the primary Interface as this feature even though is implemented by default only… Read More »