{How to} Customize work order views for Teams and Outlook for Dynamics 365 Field Service

Hello Everyone,

Today I am going to show how to configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams.

Let's get's started.

Login into Dynamics 365 Field Service.

Go to Settings > Collaborations.

Microsoft Teams Collaboration and chat:

1. Turn on the linking of Dynamics 365 records to Microsoft Teams channels

2. Turn on Enhanced Microsoft Teams Integration

3. Turn on Confidential Labels.

Turn on Microsoft Teams chats inside Dynamics 365

1. Turn on for all Dynamics 365 Apps

You want to turn on for only specific selected Dynamics 365 apps 

1. Turn on for selected Dynamics 365 apps

Then switch to the Settings and Field Service Settings.

Enable Copilot for  work order, Copilot in Microsoft Outlook: This feature will suggest the users when using the work oders on Outlook or Microsoft Teams.

Add the Dynamics 365 Field Service for Outlook add -in to your outlook.

Details:

Field Service customers typically modify the work order form by adding, removing, rearranging form fields based on their needs.

Field Service Admins can now create or customize a view in the Power Apps Maker experience, and sync the view with the Field Service Outlook add-in and Teams app. The view then automatically renders the user interface in the outlook add -in and Teams app to construct the customized work order form.

Copilot follows the data schema of the view and helps populate the work order form according to the email context and customized work order table.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{Do you know} Strength of Connection types on Dynamics 365 Sales

Hello Everyone,

Today I am going to show strength of the connection types on lead record in Dynamics 365 Sales.

Let's get's started.

Normally when we nurture the leads with the interactions with the contacts within their business and there is predefined visibility how is the relationship with the leads.

With the introduction of the Who knows Whom and hierarchy of graph view, you can see  how is the strength of the connection types.

Connection Types:

1. Strong

2. Fair

3. Weak.

With the visibility of the strengths of the connections types, the sales team focus on the weak and fair connections to strengthen the interaction with the contacts.

So there will be more chance of the requirement of the customer and convert the Lead to Opportunity.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

{How to} Activte Copilot across all Dynamics 365 Apps on particular environment

Hello Everyone,

Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment.

Let's get's started.

1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment.

2. Change the settings to App Settings

3. Click on Copilot and select enable copilot for All Dynamics 365 Sales Apps.

4. Open the Dynamics 365 Sales Hub and open any lead or opportunity and see the Copilot will appear and you can start using against lead or opportunity.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Check Summary of an Opportunity using Copilot on Dynamics 365 Sales

Hello Everyone,

Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales.

Let's get's started.

Dynamics 365 Sales - Sales team work on multiple opportunity and dynamically, as information is scattered across the system. 

Getting the information out of the mulitple opportunities will be time consuming and tidious task, also in terms of big deals multiple people work on opportunity concurrently so staying upto date will be very challenging.

AI generated opportunity summaries provide a quick and comprehensive summary of key customer data, including buying behavior, preferences and past purchases.

By leveraging this information, sellers can gain valuable insights into customer needs, allowing them to tailor sales pitches and increase their chances of success.

Copilot advantages:

1. You can view AI generated summary of an opportunity in a reader friendly format. Summary includes overview of the status and progress of a potential sale or deal.

2. It provides a snapshot of where the opportunity stands in the sales process and how likely opportunity can be closed successfully.

3. You can view highlighted changes, which indicates the changes since last login and its degree of importance, helping you to pay attention to the most recent changes.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{Do you know} Create Revised Quote field significance on Quote table Dynamics 365 Sales

Hello Everyone,

Today I amgoing to show how to close the Quote with new field Create a Revised Quote - field on Quote Table.

Let's get's started.

Dynamics 365 Sales -rely on quotes to give information about the product or service pricing.

So Quotes serves as a formal offers, outlining the terms, pricing and specifications of a potential sale.

This enhancement is aimed at improving seller efficiency by allowing organizations to customize the experience as per sales process.

Now you can set  the default value for the Create a Revised Quote field, saving time and ensuring consistency.

It also streamlines the quote closure process with quick actions, reducing the time and effort required to finalize quotes.

These improvements helps us to focus on sales activities, improving productivity and customer satisfaction.

Feature:

1. Set a default value for the Create a Revised Quote field.

2. Enable quick actions to close quotes based on your preffered status reason, create revision, and close opportunity options with just a click.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Increase lead conversions by routing to the correct sales representative

Hello Everyone,

Today I am going to show how to configure the Assignment rules for lead qualifications criteria to increase the lead conversions by routing to the correct sales rep.

Let's get's started.

As an Organisation want to win more deals and focus more on lead conversions and its all manual process in Dynamics 365 Sales and Customer Insights.

With the new feature called Asssignment Rules on Dynamics 365 Sales Hub App you can configure rules.

1. Login into Dynamics 365 Sales Hub.

2. Change the settings to Sales Insights Settings.

3. Click on Sales accelerator and then Work assignment

4. Activate the assignment rules.

Using Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales together, you can now easily route qualified leads identified by marketing team to a seller without customized solutions or intervention. It will boost marketing and sales teams productivity while maintaining focus on the right customers.

Feature:

Define lead qualification criteria based on scoring models.

Define qualification actions to update the relevant fields of the lead record when a lead meets the defined criteria.

Based on the qualification action, create automated assigment rules(available in Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise) based on your business needs, such as the sales rep's capacity or matching attributes between the rep and lead.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{Do you know} create brand profiles and create reusable themes on Dynamics 365 Marketing

Hello Everyone,

Today I am going to show how to add style to your brand profiles and create reusable themes on Dynamics 365 Marketing.

Let's get's started.

On Dynamics 365 Marketing you can create email templates but maintaining a consistent brand identity is key for building customer experience and increasing brand recognition.

However replicating brand guidelines in your marketing emails, forms and event registration pages is often time consuming and requires back and forth styling and formatting.

With the Copilot you can quickly create branded themes for your content and easily apply them to emails, forms and event registration pages.

Login into Dynamics 365 Marketing.

Go to Brand Profiles and apply the styles to brand profiles to ensure consistent branding and save time when designing emails and templates.

Use your website URL to get design elements such as formats, font sizes and color palettes.

Fine tune and adjust elements to match your campaign or brand guidlines, save your themes and easily apply it to new or existing content.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Audit the Power Apps logging activity

Hello Everyone,

Today I am going to show how to audit environmnt management operations.

Let's get's started.

Microsoft Purview and Microsoft Defender are solutions that allow customers to search and archive events that can be applied to compliance and security use cases.

How do you do that?

Power apps activities are tracked from the Microsoft Purview compliance portal.

Login to theMicrosoft Purview Portal

Select Search > Audit log search

Within the Audit Log Search window, Power Platform admins can search audit logs across many popular services including eDiscovery, Power BI, Exchange, Microsoft Entra ID, Microsoft Teams, customer engagement apps and Microsoft Power Apps.

Note: Microsoft Purview can be accessed by Admins.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to } Direct new makers to their own developer environments in Power Platform Admin Center

Hello Everyone,

Today I am going to show how to route the new makers into their own developer environments.

Let's get's started.

Login into Power Platform Admin Center(PPAC)

Go to the Settings.

On the tenant setting page select the Environment Routing(Preview).

When a new makers login then they are routing to their respective environments.

Once the default environment routing is enabled and a new maker visits make.powerapps.com

for the first time, the maker opens their own, personal developer environment, instead of default environment. Personal, developer environments are makers own space, similar to OneDrive for personal productivity where they can start building apps and solutions in their own workspace.

Note: New makers don't need to learn about which environment to work in since this happens automatically.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{Do you know} Use Copilot to draft clear message into the text field Power Apps

Hello Everyone,

Today i am going to show new feature which you can use to input text by using copilot to define clear message.

Let's get's started.

Users can use Copilot to quickly generate well written text that can be used as input text into the text boxes in power apps.

With this feature users can save time and won't make any mistakes if they aren't native language.

So when a user try to quickly input data into text field in an app, they might worry about the formation of sentence to complete it, so with Copilot there will not be any grammatical errors with it.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Enable Advanced Settings redirection in dynamics 365 environment

Hello Everyone,

Today iam going to show how to enable advanced settings redirection in Dynamics 365 Model Driven App Environment.

Let's get's started.

Login into Power Platform Admin Center.

Choose the environment and Settings and Features, turn ON Advanced Settings Redirection.

When enabled the advanced settings toolbar links within product experiences will be redirected to a new Environment Settings app.

That's it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{Do you know} Single table search option in Dynamics 365 CE Apps from Power Platform Admin Center

Hello Everyone,

Today  i am going to show single table search option in Dynamics 365 CE Apps from Power Platform Admin Center.

Let's get's started.

When we enable Dataverse Search in your environment it will be supported in Model Driven Apps will also receive search improvements.

Also you can enable Share Search analytics with Microsoft and Single table search option.

What is the purpose of the single table search option?

When it is turned ON, dataverse search will provide a shortcut to restrict the search to single table on view pages of search-enabled tables, Dataverse search must be turned on.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{Do you know}What is the significance of Application mode turning on on Power Platform Admin Center

Hello Everyone,

Today i am going to show what is the importance of the application mode on power platform admin center settings.

Let's get's started.

As we know when the environment is in administration mode - this will prevent all users navigate to the advanced settings and unable to access the dynamics 365 environment.

Similarly when you turn on the Application mode, then all users unable to access the Advanced Settings on the environment.

If it is turned on then the view of the dynamics 365 environment will be at Dynamics 365 Apps area.

So now you know the effect of the Open in application mode in Basic behavior area on the Power Platform Admin Center settings.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Create Mobile Offline Profiles for Dynamics 365 Model Driven App Mobile Users

Hello Everyone,

Today  I am going to show how to create Mobile Offline Profiles for Dynamics 365 Mobile App Users.

Let's get's started.

For Dynamics 365 Model Driven App Mobile App Users - to control the amount of data being downloaded to user's device for offline access.

Dynamics 365 Mobile App users access to the data can be controlled using Mobile Offline Profiles.

How to create Mobile Offline Profiles?

1. Login into Power Platform Admin Center.

2. Select the environment and then Settings.

3. Enlarge Users + Permissions > Mobile Configuration

Click on Mobile Configuration and Create Mobile Offline Profile.

Add the tables for offline accesss 

Also the users who are going to access the offline access.

Once the table and users added to the profile then it would be like this below image.

Then publish the profile

The security role for the users and team needs read permissions for the UserMobileOfflineProfileMembership and TeamMobileProfileMembership privileges.

Enable Mobile Offline and Select the Mobile Offline Profile 

That's it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Prevent Social data entering into Dynamics 365 Model Driven Apps

Hello Everyone,

Today I am going to show to prevent social data into Dynamics 365 CE.

Let's get's started.

Now you can prevent Social media data entering into Dynamics 365 CE.

How do you do that ?

Login into Power Platform Admin Center.

Select the environment you want to enable this feature.

Then click on Settings > Features.

Turn ON - Prevent social data in Dynamics.

This will prevent the social data entering into Dynamics 365 CE from the social fields which are  created on the forms.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Enable your environment data and objects on M365 Copilot

Hello Everyone,

Today  I am going to show how to enable your environment data and objects on to the M365 Copilot.

Let's get's started.

Login into Power Platform Admin Center.

Settings > Features > M365 Copilot - TURN ON.

Then you are able to share dataverse data on M365 related apps.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Turn ON Full map display latitude and longitude pins and shapes for Dynamics 365 Field Service

Hello Everyone

Today I am going to show how to turn on the Map and address services from Power Platform Admin Center.

Let's get's started.

 

Login into Power Platform Admin Center.

Then select the environment and settings.

Features:

When you turn on the Allow map display, latitude and longitude pins and shapes it is limited accessibility for the maps.

Where as when you turn on Full then it will allow map routing, address input control and pins loaded from addresses, Requires agreement to the terms and conditions.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to } Turn on Preferred Solution on Power Platform Admin Center

Hello Everyone,

Today  I am going to show how to turn on Preferred Solution on Power Platform.

Let's get's started.

Login into Power Platform Admin Center.

Select the environment and then go to settings.

Click on Features.

Turn on Preferred Solution 

When on, Dataverse will automatically add any new or updated objects to the user's preferred solution when the user is not in the context of solution.

Then login into www.make.powerapps.com

Then go to the solutions.

You will see two new changes:

1. Set your preferred solution

2. Common Data Service Default Solution.

In order to make your solution as preferred click on Common Data Service Default Solution - MANAGE.

Choose your solution and click Apply.

Then your current chosen Solution will be preferred.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days