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
Microsoft Copilot for Sales app in Outlook – New User Experience
Microsoft Copilot for Sales is an AI assistant designed for sellers. The Microsoft Copilot for Sales app in Outlook provides recommendations and information to help you stay connected to your customers, minimize data entry, and personalize your engagements to close deals faster with higher win rates. General availability: 01st April 2024 Prerequisites: Copilot for Sales … Continue reading Microsoft Copilot for Sales app in Outlook – New User Experience
How to use Slicer Visual feature in Power BI (Preview).
Problem Statement: Hi there, and thanks for visiting the blog. Today, we're going to concentrate on the Slicer Visual, which is among Power BI's most engaging and user-friendly features. One kind of visual on a report page that filters other visuals is called a slicer. Slicers are displayed directly on the report canvas for everyone … Continue reading How to use Slicer Visual feature in Power BI (Preview).
How to create a chatbot using Generative AI using MS Copilot Studio
Hello everyone, and welcome to the blog, In this blog, we are going to create a simple yet effective chatbot by using Generative AI by just providing the Website URL or a document with some information related to a Topic. Prerequisite: Login to Microsoft CoPilot Studio and sign in or sign up for a free … Continue reading How to create a chatbot using Generative AI using MS Copilot Studio
How to use Subway Nav Creator Kit in Canvas apps – Power apps
Introduction: The Subway Nav control allows you to visualize the steps required for a given wizard. The Wizard is a component that guides users to complete predefined steps to achieve a setup or creation task. A control used to guide users through a process. Steps to add Subway Nav Component Go to Power Apps >> Select Solution … Continue reading How to use Subway Nav Creator Kit in Canvas apps – Power apps
How to Set up OneNote integration in Power apps
Introduction: Enabling OneNote integration to provide the advantage of seamlessly incorporating OneNote for capturing or revisiting customer notes directly within our records. This integration can be configured alongside SharePoint Online, but it requires a Microsoft 365 subscription for leveraging OneNote functionality within model-driven and customer engagement apps. Steps to Turn on OneNote integration. In the … Continue reading How to Set up OneNote integration in Power apps
Streamlining Project Scheduling with D365 Project Operations’ Calendar Control Feature
Introduction: In the fast-paced world of project management, efficiency is key. Microsoft's Project Operations has long been a valuable tool for managing resource and non-stocked based scenarios. However, a notable pain point existed in the previous versions, particularly when it came to managing work hours and calendars. The cumbersome process of copying work hours from … Continue reading Streamlining Project Scheduling with D365 Project Operations’ Calendar Control Feature
How to view what you’ve missed in the timeline?
Introduction: The "What you've missed" feature in the timeline enables users to promptly identify records they haven't viewed. This enhances their efficiency by allowing them to prioritize and scroll through relevant records as necessary. Description: In situations where multiple users collaborate on the same opportunity, it's common for various individuals to make updates to the … Continue reading How to view what you’ve missed in the timeline?
How to create a bookmark on the Timeline
Introduction Bookmarks are effortlessly accessible tools that allow users to establish and toggle between diverse filter configurations. By default, bookmarks are enabled. Steps to Create a Bookmark Open the filter pane and select your desired filter. 2. Click on "Bookmark," then choose "Add Bookmark." 3. Enter the name of the bookmark and click "Save." 4. … Continue reading How to create a bookmark on the Timeline
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