{How to} Connect Copilot Studio Voice IVR from Dynamics 365 Omnichannel

Hello Everyone,

Today I am going to share my thoughts on the Copilot Studio Voice IVR connect to Dynamics 365 Omnichannel.

Let's get's started.

Suppose you have a requirement for a call center to use Dynamics 365 Customer Service Omnichannel and organisation receive phone calls through toll free number and you would like to route those calls from Copilot Studio IVR and further transfer those calls into Omnichannel to answer the calls by customer service agents.

Prerequisites:

You will need:

1. Office 365 - License

2. Dynamics 365 Customer Service - License

3. Dynamics 365 Customer Service Digital Messaging and Voice Add-in

4. Copilot Studio - License 

5. Azure Communication Services - Subscription and Phone number 

6. Copilot Studio and Dynamics 365 Omnichannel should be in same Microsoft 365 Tenant

To connect Copilot Studio's Voice IVR to Dynamics 365 Omnichannel, follow these steps:

1. Configure the BOT:

• In the Copilot Studio, open the bot you want to integrate.
• Navigate to settings > Customer Engagement Hub > Omnichannel.
• Select Connect to link your bot with Omnichannel.

2. Enable Voice:

• In the Omnichannel section, ensure the Enable voice option is selected.
• Configure the bot to handle voice interactions, including speech recognition and DTMF inputs.

3. Agent Transfers:

• Go to Manage > Agent Transfers in Copilot Studio.
• Select Omnichannel and enable it to allow seamless handoff to live agents.

4. Test and Deploy:

• Test the integration to ensure everything works as expected.
• Deploy the bot to handle customer calls through the voice IVR.

For detailed information visit Microsoft Docs: here

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Use Azure Key Vault credentials in flow connections

Hello Everyone,

Today  I am going to share my thoughts on Use Azure Key Vault credentials in flow connections.

Let's get's started.

You can use Azure Key Vault Credentials in your flow connections to enhance security and streamline credentials management. Here's a brief overview of how it works:

1. Credentials Storage: Store your credentials as secrets in Azure Key Vault. This centralizes your credentials management and ensures they are securely stored.

2. Integration with Power Automate: Use the new Credentials page in Power Automate to create, edit, and share login credentials. These credentials can be used in desktop flow connections, allowing your flows to run on windows machines using the latest credentials retrieved at runtime.

3. Password Rotation: When the credentials in Azure Key Vault are updated, the connections using them are automatically updated as well. This means your desktop flows will continue to run smoothly even if the administrator changes the password.

To get started, you'll need to configure Azure Key Vault and set up the credentials in Power Automate.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Trigger attended desktop flows in picture-in-picture

Hello Everyone,

Today I am going to share my thoughts on triggering attended desktop flows in picture-in-picture.

Let's get's started.

You can trigger attended desktop flows in picture-in-picture mode using using Power Automate. This feature allows you to run desktop flows within a virtual window that replicates your desktop, enabling you to continue working on your machine while the automation runs in parallel.

Here are the steps to trigger a desktop flow in picture-in-picture mode:

1. Open Power Automate: Ensure you have Power Automate for desktop installed and are signed in.

2. Enable Picture-in-Picture Mode: You can enable this mode during installation or manually through the command prompt.

3. Trigger the Flow:

From the Power Automate Console: Select the target flow, Open the More actions menu, and choose  "Run in picture-in-picture".

From a Cloud Flow: In the action configuration pane of the "Run a flow built with Power Automate for Desktop" action, set the Run Mode to "Attended" and the Attended Mode to "Picture-in-Picture",

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Self-heal UI and browser automation actions at execution with AI

Hello Everyone,

Today I am going to share my thoughts on the self heal UI and browser automation actions at execution with AI.

Let's get's started.

Self-healing UI and browser automation  actions with AI is an exciting feature in Power Automate for desktop users. This features enhances the reliability of automated workflows by using AI to locate and interact with UI elements during execution. 

Here are some key points:

AI-Powered Element Location: If a UI element can't be found during execution, AI steps in  to locate it. This helps in maintaining the flow without manual intervention.

Automatic Selector Repair: Once the AI locates the element, it repairs the selector, which is then used in future executions.

User Confirmation: After the AI repairs the selector, user confirmation is required to save the changes.

Optional Feature: This feature can be enabled or disabled based on user preference.

This self healing capability significantly improves the success rates of UI and web automation scenarios, making automation more robust and less prone to errors.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Connect your own virtual network with hosted machine group

Hello Everyone,

Today I am going to share my thoughts on connecting own virtual network with hosted machine group.

Let's get's started.

Connecting your own virtual network (VNet) with a hosted machine group in Power Automate allows you to run desktop flows and execute RPA jobs that requires access to on-premises networks.

This integration ensures secure and reliable connectivity between the hosted machines and your own on premises networks.

Here are the key steps to get started.

1. Create a Hosted Machine Group (HMG): Set up a hosted machine group within Power Automate.

2. Integrate with your VNet: Connect the HMG to your own virtual network, This can be done through the Power Automate interface, ensuring that the hosted machines can communicate with your on premises resources.

3. Configure Network Settings: Ensure that the network settings are correctly configured to allow seamless communication between the hosted machines and your VNet.

4. Run Desktop Flows: Once connected, you can run desktop flows that requires access to your own on premises network, leveraging the secure connection provided by your VNet.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Automate with ease using the AI Recorder

Hello Everyone,

Today I am going to share my thoughts on the Automate with ease using the AI Recorder.

Let's get's started.

The AI Recorder in Power Automate for Desktop is a powerful tool that simplifies task automation, It allows users to record their actions, such as mouse movements and keystrokes, and then automatically generates a desktop flow based on those actions. This makes it easier to automate repetitive tasks without needing extensive programming knowledge.

The AI Recorder leverages generative AI to interpret voice commands and screen sharing, making it feel like you have a digital assistant that understands and automate your processes, This can significantly boost productivity and streamline operations.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Create desktop flows in natrual language with Copilot

Hello Everyone,

Today I am going to share my thoughts on the Power Automate Desktop flows in natrual language with Copilot.

Let's get's started.

You can create desktop flows using natural language with Copilot in Power Automate! This feature allows you to describe what you want to automate in plain English, and Copilot will generate the flow for you. Here's a quick overview of how it works:

1. Open Power Automate: Navigate to the Power Automate Portal.

2. Select Create: Choose the option to create a new flow.

3. Describe Your Flow: Use the describe it to design it, feature, For example, you can  type something like, Start an approval process when a new file is added to my SharePoint folder.

4. Confirm Details: Copilot will generate the flow based on your description. You can then confirm the connections, select the necessary options, and finalize the flow.

5. Test and Deploy: Once your flow is created, you can test it to ensure it works as expected and then deploy it.

This feature is designed to simplify the automation process, making it accessible even if you don't have coding experience.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{How to} Create a flow on a file in Teams on Power Automate

Hello Everyone,

Today i am going to share my thoughts about create a flow on a file in Teams.

Let's get's started.

Creating a flow on a file in Microsoft Teams is a great way to automate tasks and improve productivity. Here's a step by step guide to help you get started.

1. Open Microsoft Teams: Sign in to your Microsoft Teams account.

2. Access the Workflows App:

On the left pane in Teams, select Apps.

At the bottom of the left pane, select Workflows.

3. Choose a Template:

You'll see a list of templates that are relevant to Microsoft Teams.

Select any of the templates to build your flow, When you select a template, new dialog opens.

4. Set Up the Flow:

Name the flow and sign into th apps and services the flow uses (if you aren't already signed into them).

Provide the parameters that the flow requires, and then select Add workflow to create the flow.

5. Confirmation:

 A confirmation page will appear stating that your flow was created successfully.

To complete flow creation, select Done.

6. Manage Your Flows:

You can manage your flows from the Workflows app in  Teams or in Power Automate.

To Open the workflows app in Teams to manage your flows, select Manage workflows in the Save time with Workflows selection.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{How to } View billing and usage in the admin center on Microsoft Copilot Studio

Hello Everyone,

Today I am going to share my thoughts on the viewing billing and usage in the admin center microsoft copilot studio.

Let's get's started.

Sign in to the Power Platform admin center with your Microsoft 365 credentials.

In the left navigation pane, select Analytics.

Click on the Billing tab.

Here, you can view billed sessions and other usage metrics. By default, the page displays billed sessions for the last seven days, but you can adjust the time period using the calendar controls.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Employ user authentication and parameters in plugins in Microsoft Copilot Studio

Hello Everyone,

Today I am going to share my thoughts on employ authentication and parameters in plugins in Microsoft Copilot Studio.

Let's get's started.

When building plugins, employing user authentication and parameters is crucial for ensuring secure and personalized interactions. Here's a brief overview of how you can implement these features:

User Authentication: 

User authentication ensures that only authorized users can access the plugin's functionalities. In the context of Microsoft Copilot, this is typically handled using Entra ID(formerly Azure AD). The user's authentication token is used to invoke the plugin, allowing it to access corporate resources on behalf of the user.

Parameters

Parameters allow you to tailor the plugin's behavior based on user input or specific scenarios. You can define a set of parameters that Microsoft Copilot collects before calling the plugin. These parameters can be used internally to call external functions, execute business logic, or perform other tasks as needed.

Steps to Implement: 

Define Parameters: Use Copilot Studio to define the parameters your plugin needs. Provide descriptions so Copilot can prompt users for the necessary information.

Authentication Setup: Ensure your plugin uses Entra ID for authentication. This involves configuring the plugin to accept and validate the user's authentication token.

Invoke Plugin: When the plugin is called, it uses the provided parameters and the authenticated user's token to perform its tasks.

Example:

Imagine a plugin that accesses a user's SharePoint documents. The parameters might include the document ID and the action to perform (e.g ., read, update). The plugin would validate the user's token to ensure they have the necessary permissions before proceeding.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Refine email content in running journeys on Dynamics 365 Customer Insights

Hello Everyone,

Today i am going to share my thoughts on the Dynamics 365 Customer Insights -refine email content in running journeys.

Let's get's started.

Refine email content in running journeys within Dynamics 365 Customer Insights can greatly enhance your marketing efforts.

Here are some key strategies and features to consider:

1. Seamless editing: You can easily edit the content, layout, links, buttons or dynamic elements in your email messages while the journeys is running. This means you don't need to create a new version or interrupt the customer experience.

2. Dynamic Content: Utilize dynamic content to personalize your emails based on user behavior and preferences. this can include merging information from the recipient's contact record, such as their name or placing special links and images.

3. Performance Tracking: Monitor the performance of your edited links and compare them to the original ones. This helps you understand what changes are driving better engagemenr and conversions.

4. Content Settings: Set up repositories of standard and required values for email messages, such as subscription-center links, social media links, and your postal address. These can be placed into the message as dynamic values using the personalization future.

5. Responsive Design:n Ensure your emails are mobile-friendly. A significant portion of users will open emails on their mobile devices, so a responsive design is crucial for maintaining engagement.

6. A/B Testing: Continuously test different versions of your emails to see which ones perform better. This can include testing subject lines, call to action buttons images and content layout.

By implementing these strategies, you can keep your email marketing campaigns dynamic and responsive to changing business or customer needs, utlimately driving better results.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Build custom reports using Microsoft Fabric integration on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share my thoughts on building custom reports using Microsoft Fabric Integration on Dynamics 365 Customer Insights.

Let's get's started.

In Dynamics 365 Customer Insights, you can effortlessly create custom Power BI reports tailored to your business needs by leveraging Microsoft Fabric capabilities.

Here's how it works:

1. Seamless Data Access: The integration of Dynamics 365 Customer Insights - Journeys with Microsoft Fabric automatically makes all your Customer Insights - Journeys data available for analysis in Microsoft Fabric. No need to copy data, build ETL pipelines, or use third-party tools.

2. Real-Time Reporting: With your premium Power BI license, you can directly access your marketing data storage and create custom reports without exporting the data.

This real-time access enables you to gain a complete understanding of your campaigns, lead management, market performance, and customer engagement, helping you identify new opportunities.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Understand customer inflows and exits at every journeys step on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share my thoughts on Understanding customer inflows and exits at every journeys step on Dynamics 365 Customer Insights.

Let's get's started.

In Dynamics 365 Customer Insights, understanding customer inflows and exits at each journey step is crucial.

With improved journeys analytics, you'll gain confidence in the processing of every step in your journey.

For instance, if your journey uses exit or exclusion segments, you'll be able to see why fewer customers started your journey than were in the entry segment.

Additionally, you can now view lists of customers who entered and exited each step, allowing for further analysis.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Reach customers with greater throughput for trigger based journeys in Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share reaching customers with greater throughput for trigger based journeys in Dynamics 365 Customer Insights.

Let's get's started.

In the Dynamics 365 Customer Insights, you can now reach customers faster by reacting to their behavior in critical moments.

With a 10x increase throughput for trigger based journeys, you can deliver up to  500,000 interactions per hour.

This means you'll connect with customers at pivotal moments, making your outreach more timely and relevant.

If you're interested in learning how to create triggers and leverage them in your journeys.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Prevent duplicate emails to shared email addresses on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share my thoughts on Preventing duplicate emails to shared email addresses on Dynamics 365 Customer Insights.

Let's get's started.

Certainly! To prevent duplicate emails to shared email addresses in Dynamics 365 Customer Insights, You can enable email deduplication for real-time segment based journeys. This ensures that each message is sent only once to each unique email addresses within the segments.

Additionally, you can review duplicated email addresses in journeys analytics.

Keep your communication efficient and maintain a positive email deliverability reputation.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Optimize email content based on customer behavior across devices on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share my thoughts on Optimize email content based on customer behavior across devices on Dynamics 365 Customer Insights.

Let's get's started.

In real time journeys email insights within Dynamics 365 Customer Insights, you can delve into comprehensive device data, including operating systems, browsers, device types, and session details. Here's how you can optimize your email content based on customer behavior across devices.

1. Get Insights: Understand the type of applications and platforms your customers use to engage with your emails. This includes device type, email client, operating system, and browser type.

2. Filter Data: Filter data based on the customer journeys version and date to analyze specific segments.

3. Customize Date Range: Tailor your email content by customizing the date range for your messages.

4. Download Reports: Download detailed reports to inform your marketing strategy.

Remember, personalized content and dynamic fields(like recipient names) can enhance engagement. If you're comfortable with code, you can create custom logic for even more tailored emails.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Control how fast customers can enter a journey on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share my thoughts on control how fast customers can enter a journey on Dynamics 365 Customer Insights.

Let's get's started.

In Dynamics 365 Customer Insights. You can now control how quickly customers enter a journeys using journey rate limiting.

Here's how it works:

1. Rate Limits: Set a rate limit to spread out the number of customers who begin your journey over time. You can configure rate limits per day or per hour.

2.Days of the Week: Choose specific days of the week when customers can enter the journey.

3. Segment-Based Journeys: Note that rate limits apply only to segment-based journeys, not trigger-bases ones.

For example: If you're sending messages to your entire customer base with a call to action, You can avoid overwhelminf downstream operations by slowing down how fast customers enter the journey. This prevents thousands of simultaneous phone calls to your help desk, ensuring a better customer experience.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Sign in to Partner applications from Copilot for Sales easily

Hello Everyone,

Today I am going to share my thoughts on sign in to partner applications from Copilot for Sales easily.

Let's get's started.

Certainly! With the April 2024 update, signing in to third party partner integrations has become simpler in Copilot for Sales.

Sellers can now allow quickly and easily log in from within Copilot for Sales in Outlook using action cards and sign in widget.

After enabling this feature, you'll see an action card in the Copilot for Sales pane in Outlook that allows you to create a connection with the partner application. 

For example, if you're using Docusign, the action card in to the connector for Docusign will be displayed, and you can select "Sign in" to connect to the partner application.

This streamlined experience makes it easier for sellers to discover and use partner applications with Copilot for Sales.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Use Microsoft Copilot Studio to extend Copilot for Sales

Hello Everyone,

Today I am going to share my thoughts on use of Microsoft Copilot Studio to extend Copilot for Sales.

Let's get's started.

To extend Copilot for Sales with Partner Applications, you can leverage Microsoft Copilot Studio.

This powerful tool allows you to create custom connector plugins that integrate data and insights from your sales applications directly into Copilot for Sales.

Here's how you can do it:

1. Create an Extension: Start by creating an extension using Microsoft Copilot Studio. This extension will empower your sales teams by bringing in data and insights from any in-house or partner application into both chat and non-chat experiences within Copilot for Sales.

2. Build Custom Comnnector Plugins:Use your application APIs to build custom connector plugins. These plugins can be developed within your enterprise or sourced from Microsoft and other partners. By connecting your application APIs, you enrich Copilot for Sales with additional insights beyond what's available out of the box.

3. Publish Your Action: Once you've created the custom connector, publish it as an action in Microsoft Copilot Studio. This action will seamlessly integrate your applications data and insights into the Copilot for Sales experiences, enhancing the seller's daily workflow in Teams and Outlook.

Remember, this extensibility feature is a production ready preview, subject to supplemental terms of use. If you're partner application developer, take advantage of this opportunity to enhance Copilot for Sales and provide valuable contextual insights to sales teams.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Use Copilot Studio to enable partner application Integrations

Hello Everyone,

Today I am going to share my thoughts on use of the Copilot Studio to enable partner application integrations.

Let's get's started.

To enable partner application integrations in Copilot for Sales, you can use Microsoft Copilot Studio.

This feature allows you to connect Copilot to other data sources, Including pre-built or custom plugins and GPTs. By doing so, you can tap into any system of record, such as SAP,Workday, ServiceNow, and even your own proprietary business solutions.

Specifically, as a Copilot for Sales admin, you can:

1. Enable Connector Plugins: These can be in -house or third party connectors plugins that users of Copilot for Sales can use when connecting to specific CRMs. This ensures seamless integration with additonal applications beyond the default CRM platforms like Dynamics 365 and Salesforce.

2. Disable Existing Connector Plugins: If needed, you can also disable connector plugins that are already enabled.

Remember, if you're a partner application developer, you can integrate your application with Copilot for Sales to provide contextual insights and recommendations within the seller's daily workflow in Teams and Outlook.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Access real-time data during Teams meetings

Hello Everyone,

Today I am going to share my thoughts on Access real-time data during Teams meetings.

Let's get's started.

When it comes to Microsoft Teams meetings, you can access real-time data to monitor and troubleshoot call quality.

Here's how:

1. Real-Time Analytics: As a Teams administrator, you can use Real-Time Analytics(RTA) to investigate issues during meetings while they're in progress. RTA provides detailed information about devices, network connectivity, audio, video and content sharing.You'll find this valuable data in the Teams admin center under Users > Manage Users. Look for the Meetings & Calls tab on a user's profile page, where you'll see a list of recent meetings with real-time telemetry available. If a meeting isn't progress or lacks telemetry data, it'll be listed under Past meetings.

2. Call Health Metrics: During a call or meeting, select More actions at the top of the call window,then choose Call health from the menu. This provides real-time metrics updated every 15 seconds, helping you troubleshoot issues that persist for at least that duration.

Remember, these tools empower you to enhance meeting quality and address any hiccups promptly.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Support sellers with Copilot for Sales mobile experiences in Teams

Hello Everyone,

Today I am going to share my thoughts on supporting sellers with Copilot for Sales mobile experiences in Teams.

Let's get's started.

Certainly! Microsoft Copilot for Sales in an AI assistant designed specifically for sellers. When using the Microsoft Teams mobile app, sellers can benefit from core experiences that keep them connected and efficient while on the go.

Here are some key features:

1. Message Extension: Sellers can search CRM records and share information with colleagues directly in chat messages.

2. Personal App Experiences: Quick links to essential documentation and admin settings are available for easy access.

3. Sales Personal Assistant: Copilot provides recommendations, minimizes data entry and persoanlizes engagements to help close deals faster with higher win rates.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Adding questions, keywords and associated browsing in Teams meeting recap

Hello Everyone,

Today I am going to share my thoughts on adding questions, keywords and associated browsing in Teams meeting recap.

Let's get's started.

Certainly! The Copilot for Sales post-meeting summary, integrated within a Microsoft Teams meetings recap, offers a convenient hub for sellers to review their customer meetings.

Here's what it includes:

1. Sales Explicit Keywords and Implicit Mentions: Tracked keywords identified by organizations and out-of-the-box mentions(such as brands, people and time).

2. Sales Questions: Questions asked by participants (both customers and sellers) during the meeting.

3. Recording Timeline Access: Sellers can select points of interest and quickly 

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Collaborate with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.

Hello Everyone,

Today I am going to share my thoughts on Collaborae with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.

Let's get's started.

AI-powered planner tasks can significantly enhance collaboration within sales teams. Here's how it works:

1. Automated Prompting: The Copilot for Sales bot in Microsoft Teams channels automatically scans conversations for relevant discussions and action items. When it identifies potential tasks, it prompts you and other sales team members with a notification, seeking your agreement to create the tasks.

2. Task Creation and Assignment: Once you agree, the solution automatically creates Teams tasks (planner tasks) based on the identified action items. A preview of the  tasks is shown to you, the user creating the tasks. These tasks are then assigned to relevant users, ensuring accountability.

3. Planner App Integration in Teams: Sales team members get a centralized view of all the tasks by pinning the planner app to the Teams channel. These tasks can also be accessed directly from the planner app.

This solution streamlines task management, improves collaboration, and enhances productivity for sales teams .

It works for Dynamics 365 Apps.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Error} Selected in the From field does not have the option enabled to allow other users to send the email on their behalf

Hello Everyone,

Today I am going to show how to resolve the error "Selected in the From field does not have the option enabled to allow other users to send the email on their behalf on Dynamics 365 Customer Service App.

Let's get's started.

Suppose you have a user account on Dynamics 365 Customer Service where that user is set as default on From field whenever you reply to customer on case record.

Error is popups when you try to send email : From field does not have the option enabled to allow other users to send the email on their behalf on Dynamics 365 Customer Service App.

How do we resolve this error message:

I have logged on to Dynamics 365 Customer Service App with the FROM field user credentials and changed the personal settings Allow other Microsoft Dynamics 365 users to send email on your behalf and click ok.

Then the error will be gone.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{How to} Track more fields as part of saving emails or events to CRM Microsoft Copilot for sales

Hello Everyone,

Today I am going to share my thoughts on tracking more fields as part of saving emails or events to CRM Microsoft Copilot for sales.

Let's get's started.

Certainly! To track additional fields when saving emails or events to your CRM using Microsoft Copilot for Sales, follow these steps:

1. Access Admin Settings:

As a Copilot for Sales admin, open the Copilot for Sales app in Teams.

Navigate to the admin settings.

2. Choose Activity Type:

In the admin settings, select "Save to (CRM)."

Depending on the type of activity you want to configure (emails or meetings), choose either "Save emails to (CRM) or " Save meetings to CRM".

3. Select Fields to Save:

You can now select different fields to save along with the email or meeting to CRM.

These selected fields will be displayed to sellers when they save the email or meeting to CRM.

4. Refresh Data(Optional):

If the CRM administrator updates a field label in CRM, you can refresh the data to see the updated label in Copilot for Sales,

5. Categorize with Fields:

In the "Categorize with fields" section, add the desired fields from the available options.

These fields allow sellers to accurately categorize their interactions with customers.

And that's it! Sellers will now see the configured fields when saving emails or meetings to CRM.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Automatically save attachments when saving emails to CRM Microsoft Copilot for sales

Hello Everyone,

Today I am going to share my thoughts on automatically save attachments when saving emails to CRM on Microsoft Copilot for Sales.

Let's get's started.

Certainly! When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email.

This feature ensures that crucial context, such as request for proposals(RFP's) stays linked with emails in your CRM.

By preserving this context, you enhance your ability to access vital information effortlessly, fostering  deeper insights and smoother collaboration.

This improvement eliminates the manual process of saving attachments to your CRM, allowing sellers to stay in the flow of work.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{How to} Real time tips and suggested answers during Teams meetings in Microsoft Sales Copilot

Hello Everyone,

Today  I am going to share my thoughts on real time tips and suggested answers during teams meetings in Microsoft Sales Copilot.

Let's get's started.

The real time sales tips feature in Microsoft Teams is part of Copilot for Sales. Here's what you need to know.

1. Purpose: 

During virtual Teams meetings, Copilot for Sales provides real-time assistance to sellers. It helps them overcome objections and handle competitor mentions smoothly.

The feature is triggered by the meetings transcript and offers a hands free experience.

2. Capabilties:

Meetings Analysis: Copilot for Sales analyzes the meetings transcription and identifies relevant information about companies and brands discussed.

Easy to Read Cards: It creates cards with data from CRM or Bing, showing competitives or brand information. These cards appear in the Copilot for sales panel during the meeting.

Tailored Conservations: Sellers can use these insights to tailor their pitch and enhance their sales performance.

3. Evaluation and Metrics:

The feature is evaluated through comparative analysis, human review and customer engagement metrics.

Metrics include accracy, relevance, engagement, and customer satisfaction. Click rates guage the effectiveness of real-time suggestions.

4. Limitations and Recommendations:

Suggestions may not cover all mentioned brands  and companies.

Speech transcription quality affects accuracy.

Users should verify and adust suggestions as needed.

Directly checking data sources provides more details.

Remembers to implement data privacy measures to protect customer information when using this feature.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Get crucial information summarized from proposals dynamics 365 sales new feature

Hello Everyone,

Today I am going to share my thoughts on getting crucial information summarized from proposals dynamics 365 sales new feature.

Let's get's started.

Here are some of the new features in Dynamics 365 Sales that were recently released:

1. Copilot Enhancements:

Content Recommendations: Use Copilot to get content recommendations from Sharepoint.

SharePoint Q&A: Ask Copilot questions and get answers from documents stored in SharePoint.

Natural Language Chat:

Ask Copilot data - related questions in natural language.

Ask  Copilot sales-specific terminology questions in natural language.

Meeting Preparation Notes: Utilize Copilot to prepare for your meetings.

Proposal Summary: Ask Copilot to summarize a proposal or document associated with a record (Public preview).

Account Summary: Summarize an account using Copilot (Public preview).

2.Default Copilot Behavior:

Copilot is now turned on by default for organizations that have provided consent for data  movement and those that don't require consent.

Immersive Experience: View Copilot in a full-screen, immersive mode in addition to the side pane(public preview).

3. Forecasting: 

Explore out -of- the box forecasting with zero configuration.

4. Seller Experience: 

Enjoy a new look with refreshed styling, which will be auto - enabled by default.

Sequences: Assign multiple sequences to multiple sellers or teams for a record, allowing effective collaboration to close deals.

Preview Sequence Steps: Plan and perform assigned tasks while previewing the sequences steps within the context of a specific entity record.

These enhancements aim to improve productivity, collaboration and insights for sales teams.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days