Introduction Earlier we used to book an appointment either by using Microsoft Teams or from MS Outlook. But now we can book an appointment from in-app appointments, also we can add links, lists and other rich text in description with new rich text editor control. These features are introduced by Microsoft in Microsoft 2022 release … Continue reading Join Teams meetings from in-app appointments
Project Task opening issue resolved by Microsoft in Dynamics 365 Project Operations
We often used to face issues while opening the Project Tasks in Project Operations (PO). We had to play a lot of tricks in order to open the schedule. Microsoft is consistently putting in efforts on making Project Operations, one of its successful tools to enrich it with tons of brilliant features and make it more user friendly. One of the major feature resolutions provided in the latest release provided by Microsoft was for opening the Project Tasks (Schedule) Seamlessly. Of course there are certain tweaks to be made in order to make it work in your browser. In this blog we will look at those tweaks and settings that would be needed to enable that feature.
Dynamics 365 PSA setup and user guide
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Speed Up Form Filling with Smart Paste (preview)
“I have been annoyed by the time-consuming process of completing forms and wished I could just take the data straight from an existing note, document, or email?” Now in preview for model driven apps, Copilot's new smart paste feature will speed up and simplify the form fill process. The purpose of smart paste is to … Continue reading Speed Up Form Filling with Smart Paste (preview)
🌟 Introducing the Cool and Crisp Makeover for Model-Driven Apps! 🚀🎨
Hey, app aficionados! Get ready to jazz up your model-driven apps because they're getting a snazzy, modern, and totally refreshed look! 🌈✨ 🎉 What's the Buzz? Turn on the "Try the new look" feature, and voila! Your Model-Driven Apps will be rocking updated styling, with cooler fonts, trendier colors, and even some magical shadows. It's … Continue reading 🌟 Introducing the Cool and Crisp Makeover for Model-Driven Apps! 🚀🎨
Check out the Lead Qualification Experience in (Release wave 2)
Introduction: The business landscape is constantly evolving, and staying ahead means adapting to the tools and features that can streamline processes. With the 2024 Release Wave 2, Dynamics 365 Sales has introduced an exciting enhancement that promises to revolutionize the way businesses handle lead qualification. This update brings a fully customizable lead qualification experience, empowering … Continue reading Check out the Lead Qualification Experience in (Release wave 2)
Efficient Data Management using New Enhanced Grid Features in Power Apps
The 2024 Wave 2 release includes a noteworthy update in the form of new grid features in Power Apps. What is it all about?These improvements are meant to make it easier for users to view and use data. Users will find it easier to manage massive datasets with the new grid's better data filtering, sorting, … Continue reading Efficient Data Management using New Enhanced Grid Features in Power Apps
Real-time collaboration using Coauthoring in Canvas App
The 2024 Wave 2 release includes a notable feature for developers creating canvas apps: real-time collaboration using Coauthoring. What is Coauthoring?It was previously forbidden for many creators to edit an app at once. Coauthoring allows developers to quickly author and amend a canvas application. By facilitating rapid collaboration and app development across multiple makers, this … Continue reading Real-time collaboration using Coauthoring in Canvas App
How to Activate and Revise the Quotes in Project Operations
Problem Definition: It has always been a confusion for the Project Manager to choose between the Schedule modes, whether it should be a Fixed effort, Fixed duration or a fixed unit project. And the primary reason behind it was, that most of the PM wanted to a have a fixed duration/unit project without impacting the … Continue reading How to Activate and Revise the Quotes in Project Operations
Revolutionizing Project Operations: Unified Grid for Material and Expense Estimates in 2024 Release Wave 2
Efficiency and accuracy are key to success in the rapidly changing world of project management. The 2024 Release Wave 2 for Dynamics 365 Project Operations will ship with a new Unified Grid to manage material and expense estimates, fulfilling this need as Microsoft Converts Legacy UI of Estimates. Overview of Streamlined Workflow with a New … Continue reading Revolutionizing Project Operations: Unified Grid for Material and Expense Estimates in 2024 Release Wave 2
Summarize and Track Recent Changes in Copilot
Problem Definition: Before the feature was introduced, Dynamics 365 CRM was primarily focused on manual processes for summarizing and tracking changes to customer records. It was a manual approach for reviewing customer records to identify and summarize changes which was eventually time-consuming and inefficient, especially for large datasets. Manual analysis could lead to inconsistencies and … Continue reading Summarize and Track Recent Changes in Copilot
Explore Dynamics 365 Sales vs. Sales piece in Project Operations: Crucial Distinctions to Remember
For most organizations running on Dynamics 365 (D365), the traditional Sales module and the specific Sales in Project Operations are some of their best options of choice. These solutions are designed to serve distinct purposes that are aligned with different business needs. In this article, we will delve into various particulars of these differences, or more specifically, what the … Continue reading Explore Dynamics 365 Sales vs. Sales piece in Project Operations: Crucial Distinctions to Remember
Unlocking Insights: Microsoft’s New Timeline Highlights Feature
Microsoft has rolled out an exciting new feature that allows users to view key highlights of activities within Table record timelines, all powered by Generative AI. This feature is a game-changer for agents, enabling them to absorb crucial information efficiently and improving interactions with customers. #How It Works: The Timeline Highlights feature showcases relevant items … Continue reading Unlocking Insights: Microsoft’s New Timeline Highlights Feature
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