Dynamics 365 Marketing create content with Copilot image recommendations.

Hello Everyone,

Today I am going to show how to create compelling content with Copilot image recommendations.

Let's get's started.

Visual content is critical to capturing your audience's attention increasing engagement with your brand and conveying your message more effectively.

Copilot assistant automatically identifies a selection of images from your library that best complement your content.

Quickly and easily choose images that resonates with your audience without spending time searching.

Feature details:

1. Copilot functionality suggests images that match your content when you insert an image.

2. Pick from the Copilot suggested images, browse the library or upload new images.

3. Leverage image recommendations for email forms and push notifications content.

That's it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

Work hours calendar supports multiple recurrences in Dynamics 365 Field Service Schedule Board

Hello Everyone,

Today I am going to share new feature which has been included in Dynamics 365 Field Service Mobile App.

Let's get's started.

Up to now we have only one work hour recurrence per resource, with this add new capability you can add multiple recurrences.

This is the value added capability for resource scheduling to meet your business needs while adjusting needs of  your workforce for employee retention and job satisfaction.

Advantages of the multuple recurrences are:

Adding the recurrences over a date range overwrites any previous recurrences settings.

With this update, dispatchers can now add as many recurrences as they want.

The newest work hours entry on a given day gets used.

Now you can:

1. Add multiple recurrences within a single day to represent different instances of recurring shift work, like morning, afternoon, evening shifts in a single day with different resources.

2. Have  overlapping recurrences within a week like a recurrence for Monday and Wednesday and a recurrence for Tuesday. Previously the Tuesday recurrences would have deleted the other entries. Now they can coexist alongside each other.

3. Input work hour events in different time zones, which is helpful for workers who travel. Previously the calendar supported only one timezone across all work hour calendar events.

This work hour calendar update is the first phase in the broader flexible resource location work scope.

In upcoming phases Microsoft adds  territory and start/end location entities to the work hour calendar.

allowing dispatchers to easily set up an adhoc or recurrence.

Note:  Flexible resource locations your opertion with support for staffing your team in different locations on different days, based on customer demand, you may need to send resources to different area. these may be local area or outside the country.

In some cases, resources may travel to remote area once a month and perform work in that area, or perhaps your team travels from customer location to customer location without having a home base.

May be resources pick up their parts at the warehouse every wednesday but start from their homes on other days, with date effective location support you can meet these variant location based demands, interacting with an API that allows you to change your resources location. This feature enables settings start and end locations by technicians daily by service managers, dispatchers or even the employees themselves.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365Blogpostsin365Days

Compress Image uploads from mobile devices Dynamics 365 Field Service Mobile App

Hello Everyone,

Today I am going to share my views on compressing image uploads from mobile devices on Dynamics 365 Field Services.

Let's get's started.

Dynamics 365 Field Service Mobile App - Field Engineers can take several images of assets and customer sites using high - quality cameras  built into the device. 

These images are large often exceeding 5 MB in size.

When large images are uploaded in Field Service Mobile, It can take a long time as consume  network bandwith and server storage space.

High quality images are not required for the scenario and a compressed version is sufficient while saving resources.

From the Field Service Mobile, a technician will be able to take advantage of compression during image upload to reduce network bandwidth and conserve Dataverse storage.

The app will perform the necessary compression and it ensures that the compressed images are uploaded to the server.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

What are the benefits of Power Platform Advisor(preview)

Hello Everyone,

Today I am going to share my thoughts on Power Platform Advisor which is in preview right now.

Let's get's started.

What is Power Platform Advisor?

Power Platform Advisor guide to personalized best practice recommendations on your Power Platform tenant.

It analyzes your Power Platform resources and environments and offers insights and inline actions to enhance security, reliability and overall low code health.

With Power Platform Advisor:

1. Get proactive, personalized best practices recommendations.

2. Improve the overall health of your Power Platform tenant.

3. Take inline actions or automate actions using cloud flows.

In preview will focus on Security and Operational Efficiency.

So Advisor makes it easy to clean up unused apps, restrict overshared apps, assign owners for abandoned apps, 

We can see these recommendations see the individual resources involved and evaluate and take inline actions.

Power Platform Advisor offers capabilities:

Top recommendations: Visible on the Power Platform admin center homepage and in the Advisor page that can be accessed from the left navigation menu.

Actionable Recommendations for impacted apps and resources.

Automated Actions:  using cloud flows extensibility and the new Power Platform Admin v2 connector(preview)..

Weekly Focus Card in Teams:  Highlights the top 2 recommendations based on impact,

Share Recommendations: Feature for team collaboration or to delegates actions.

Power Platform Advisor is accessible to all  tenant admins in the Power Platform admin center and customers with at least one Managed environment in the tenant.

Its just started now and many more features from Power Platform Advisor.

Note: In order to activate the Power Platform Advisor you need to enable the Tenant Analytics from the settings.

Where do you see the Power Platform Advisor on Power Platform admin center?

When you login into Power Platform Admin Center and on the left handside you can see the Advisor(Preview).

For more information click here

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{Do you know} Create work orders in Outook using AI Dynamics 365 Field Service

Hello Everyone,

Today I am going to share new feature in Dynamics 365 Field Service, you can schedule work order from Outlook instead of Scheduled Board.

Let's get's started.

Normally work orders can be scheduled from Scheduled Board on Dynamics 365 Field Service and it is lengthy process to schedule a work order.

Now with AI you can create work orders from Outlook itself.

How do you do that ?

Field Technicians and managers can create, view and manage work orders within Microsoft 365 applications, including Microsoft Outlook by harnessing the power of generative AI to deliver accelerated work order creation.

This new feature can allow work order creation with Copilot in Outlook.   The AI - based copilot can assist with extracting relevant details from emails and filling in data to the work order form based on the text in the email thread.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@uk365guy)

#365BlogPostsin365Days

{How to} get the work order recap using AI in Dynamics 365 Field Service

Hello Everyone,

Today I am going to share how to get full recap of the work order in Dynamics 365 Field Service.

Let's get's started.

Normally the service managers want to know the feedback and what have been completed in the work order fulfillment, how do they get that information? it has to be manual right.

Now no more manual process to get recaps, using AI - Powered work order recaps helps service managers quickly access a summary of the work order and its related data, boosting efficiency and improving customer satisfaction.

Work order recap highlights important information about a work order such as notes, products, services, tasks, activities, and more to help users catch up without having to dig  through all the information in a work order.

At any point, a user can ask Copilot in Field Service to generate recap and avoid clicking through the user interface to get caught up.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

 

New AI Powered work order recap for Dynamics 365 Field Service Mobile App users

Hello Everyone,

Today I am going to share some information regarding the new feature AI Powered work order recap for Dynamics 365 Field Service Mobile App Users.

Let's get's started.

Normally field service technician have a day long work orders while there on the field. They don't know what are the important pieces of information required for the jobs they are going to complete it.

With the new AI Powered work order recap for Dynamics 365 Field Service Mobile App Users:

Copilot in Field Service helps field technicians using Field Service Mobile App Save time and work more efficiently by bringing disparate pieces of information together and providing a concise summary of a work order in the Mobile App.

So Field Technicians get the option to generate a summarized recap of their work orders on demand within the mobile application.

This recap provides them with meaningful context of the work they are about to perform.

It can include notes, diagnostic information, key events in the work order lifecycle and recommendations.

So the work order recaps includes references for generated summary and users can regenerate it based on changes on the work order.

That's it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

Resource Scheduling using Single Resource Optimization considers new requirements in Dynamics 365 Field Service

  Hello Everyone,

Today i am going to show what are the benefits of Single Resource Optimization in Dynamics 365 Field Service Scheduling.

Let's get's started.

Sometimes disruptions and changes in a resource schedule can cause that schedule to become unbalanced.

Single resource optimization allows a dispatcher to automatically re-optimize the resource's schedule.

This is the new feature looks to fill in gaps in a resource's schedule using the organization's optimization goals.

New feature details:

Disruptions or exceptions during the day that affects a resource's schedule are fairly common:

1. A technician finishes a booking earlier then estimated, and now has idle before the next booking.

2. A technician is stuck in traffic and can't make it to the next booking on time.

3. A customer cancels an appointment at the last minute, and now there's gap in the resource's schedule.

Dispatchers need an efficient way to fix such disruptions. This include re-optimizing exisiting bookings to make sure there's no overlaps, or to schedule new work to cover idle time, or to optimize travel time.

This feature expands on our capabilities to optimize the schedule for a specific resource,  allowing single resource optimization to pull in additional requirements to fill gaps in the technicians schedules, create a more optimized route, or address high priority requirements.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

Resource Scheduling Optimization Multi-day scheduling in Dynamics 365 Field Service

Hello Everyone,

Today I am going to show the Multi-day scheduling using Resource Scheduling Optimization Dynamics 365 Field Service.

Let's get's started.

This new feature enables scheduling efficiencies and accuracies by optimizing job requirements that span multiple days automatically.

A 40 hour work order across an entire work week where the same field technician is expected to perform more detailed work at the same location each day.

So a service requirement can be scheduled across multiple days and weeks.

Dispatchers can schedule  multi-day work manually or by using the schedule assistant.

The resource scheduling optimization add-in for Dynamics 365 Field Service now supports multi-day requirements optimization too.

The system assigns requirements that span multiple days to a resource based on the breakdown of the underlying requirements details.

That's it for today.

I hope this helps.

Malla Reddy Gurram

#365BlogPostsin365Days

How to resolve unsupported the version of Visual Studio 2019 unable to open

Hello Everyone,

Today i am going to show how to resolve this error message Unsupported version of visual studio unable to open.

Let's get's started.

When you try to open the Dynamics 365 Plugin code from Visual Studio 2019 you may run into below error message.

Try to install the extensions of the Power Platform tools and other .Net Frameworks THEN this error will be resolved.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

Retire the legacy schedule board in Dynamics 365 Field Service

Hello Everyone,

Today I am going to show the new feature which is retire in Dynamics 365 Field Service.

Let's get's started.

The new schedule board is faster and delivers significant usability improvements.

It's the foundation for new capabilities for multiday scheduling and intelligent interactions.

Note: The settings that enables the use of the legacy schedule board is retired, and all users move to the new schedule board experience by default.

The new schedule board is faster, with the significant usability and accessibility improvements, and also 

lays the foundation for new capabilities for multiday scheduling and intelligent interactions.

The legacy schedule board control is still included in the URS(Universal Resource Sechudling Solution.

Note: This feature gets enabled automatically for all schedule board users with no action required.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

How to Create lookup entries for work order fields on Dynamics 365 Foeld service Outlook Add-in

Hello Everyone,

Today i am going to share new feature which to create lookup entries for work order on Dynamics 365 Field Service  Outlook Add-in.

Let's see this in action.

Creating new entries is necessary when frontline workers dont have enough data in their Field Service system of record.

The ability to create new entries allows frontline managers to easily and quickly add customer information within Teams or Outlook directly and save time.

Quickly create new entries for fields on the work order form in the Dynamics 365 Field Service Outlook add-in and Dynamics 365 Field Service Teams app.

An additional screen where they can fill in the details shows when users create these records.

To test this feature check for your geographical areas:

• Germany
• Norway
• Singapore
• South Africa
• Switzerland
• United Arab Emirates
• United States
• Europe
• Asia Pacific
• United Kingdom
• Australia
• Canada
• India
• Japan
• France
• Korea

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

Get Microsoft Dynamics 365 Field Service scheduling recommendations in the Outlook add-in

Hello Everyone,

Today I am going to share new feature which allows Dynamics 365 Field Service Scheduling recommendations in the Microsoft 365 Outlook Add-in.

Let's get's started.

So Finding and scheduling the right frontline worker can be a lengthy mutli-step process.

An assistant recommends wokers and time slots for the job, saving dispatchers time needed to validated matched resources.

Frontline managers and dispatchers can get recommendations to choose technicians or frontline workers to schedule work orders based on attributes like availability, skills or expertise.

The scheduling assistant based on the resource scheduling solution is now available in the Outlook add in, which is part of the Field Service integrations for Microsoft 365 applications, The feature helps dispatchers schedule, reschedule, on resource availability, skills customer promised time windows, customer location promixity and business unit.

You can download the Dynamics 365 Field Service for Outlook from  here 

Click on Get it now and then open the Dynamics 365 Field Service for Outlook add-in.

Sign in to the app and change the environment you would like to connect with.

You can add the Field Service to favorites.

Select the View > View Settings

Select Mail > Customize Actions

Under Message Surface > Select Field Service (Preview)

Select Save and Close settings.

Note: Field Service icon will be displayed in all your emails.

Regarding the scheduling suggestions or recommendations you can see the assistant recommends like below screen shot.

Note: To access this feature you need to be in the region Microsoft released into Microsoft Azure geographic area.

That's it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

Power Automate Flow to Send Emails from azure service bus queue to users

Hello Everyone,

Today I am going to show how to create Power Automate Flow to send emails from Azure Service Bus Queue to users.

Let's get's started.

Create a Cloud Flow.

Connection reference Service Bus Flow_AzureServiceBus

Look for emails from queue  and select it.

Then select queue from dropdown and Queue Type = Main.

Choose the format of the data - Parse JSON

Select the content - Body

Schema in JSON FORMAT.

Select Add a new row.

Fill all the columns from the email table refer to above image.

Then Settings for Send an email(V2)

Finally when ever a message is received at the Azure Service Bus Queue then this flow will trigger and an email will be sent to receipt.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

 

Microsoft AI Ignite 2023

Hello Everyone,

Today I am going to share Microsoft AI event which is Microsoft Ignite AI.

Let's get's started.

If you are following Microsoft Events then this event is known to you already, but for my blog reader information.

Today is Microsoft AI Ignite 2023.

Tune in into Microsoft AI Ignite 2023: https://news.microsoft.com/ignite-2023/

Learn all about Microsoft AI Event.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365Blogpostsin365days

{Do you know } new work order form version on Dynamics 365 Field Service

Hello Everyone,

Today I am going to show new  version  of work order form.

Let's get's started.

Login into Dynamics 365 Field Service.

Click on the Work order and then change the work order form to Work Order(new)

The look and feel, also the columns appears new.

That's it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

 

How to capture azure service bus queue and send email from Dynamics 365 Marketing

Hello Everyone,

Today I am going to share my thoughts on how to capture azure service bus queue and send email from Dynamics 365 Marketing.

Let's get's started.

Suppose there is a requirement to send emails from Dynamics 365 Marketing by capturing queues from Azure Service Bus Queue.

Where would queues coming from ? They will come from a Web App.

How do you do that integration of Azure Service Bus with Dynamics 365 Marketing.

Certainly! To capture Azure Service Bus Queue messages and send emails from Dynamics 365 Marketing, you can follow these steps:

1. Azure Service Bus Setup:

Set up an Azure Service Bus Queue.

Obtain the connection string for the Service Bus.

2.Power Automate Flow:

Create a Power Automate Flow.

Use the "When a message is received in a queue(Azure Service Bus)" trigger .

Configure the connection using the Service Bus Connection String.

Define actions to process the message, e.g extract relevant information.

3. Dynamics 365 Marketing Integration:

Add an action in the Power Automate flow to create or update a record in Dynamics 365 Marketing.

Use the "Create a record" or "Update a record" action based on your requirements.

Populate the necessary fields with data from the Azure Service Bus message.

4. Send Email in Dynamics 365 Marketing:

Add another action to the Power Automate flow to trigger the email sending process in Dynamics 365 Marketing.

You may use the "Send an Email(V2)" action or a similar one depending on your Dynamics 365 Marketing version.

5. Authenticate and Permissions:

Ensure that the authentication between Azure Service Bus, Power Automate, and Dynamics 365 Marketing is set up securely.

Grant the necessary permissions to the service accounts or users involved in the integration.

6. Testing and Monitoring:

Test the end to end flow to ensure that messages from the Azure Service Bus Queue trigger the desired actions in Dynamics 365 Marketing.

Implement monitoring and logging to track the flow execution and handle any errors.

By following these steps, you can create a seamless integration between Azure Service Bus Queue and Dynamics 365 Marketing, allowing you to capture messages and trigger email sending processes.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

Build new segments using Copilot in Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to show how to build new segment using Query Assist in Dynamics 365 Customer Insights.

Let's get's started.

When you start creating a new segment, you need to define three things:

1.Name of the segment: All contacts who opted in.

2.Select a target audience: Contacts, Lead

3.Query assist: Can give you suggestions to pick options from them too.

It describes who you wish to target and Copilot will create the segments for you.

Then click on Create.

Then you can continue with the segment creation.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days