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 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
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
How to use DCP – DocumentsCorePack?
Summary: A new software solution to enhance the document design and generation along with automation with respect to the Microsoft Dynamics 365 environment. It is a creation of mscrm-addons.com, a company that specializes in adding functionality to Microsoft Dynamics products. Specially developed to be useful for creating multiple documents with help of a single template, … Continue reading How to use DCP – DocumentsCorePack?
Change Set Request in Dataverse
Problem Definition: When we use the Dataverse actions for various requirements such as Add a new row or updating any value, etc., there are many cases where the above operations are successful despite of failure of the end operation. This leads to the creation of misleading/unwanted data which may consume unnecessary space. To overcome the … Continue reading Change Set Request in Dataverse
Close opportunities effortlessly by prepopulating attributes
Introduction: This feature significantly streamlines your opportunity closing process by relieving you of the cumbersome task of manual data entry. The system effortlessly populates the Opportunity Close form with relevant opportunity attributes, minimizing the time spent on administrative tasks. This efficiency ensures that your primary focus remains dedicated to nurturing relationships and fostering the growth … Continue reading Close opportunities effortlessly by prepopulating attributes
Compose and send email messages using Co-pilot
Introduction: Copilot introduces a feature into Dynamics 365, enriching the user experience and enhancing the functionality of Dynamics for its users. Copilot for Email Features: Suggests Content: Copilot for Email suggests content while composing or replying to emails. Timesaving: It aims to save time and effort by providing AI-generated drafts. User can use it as-is … Continue reading Compose and send email messages using Co-pilot
Unleashing the Power of AI in Project Management: A Game-Changing Task Plan Generation Feature
Introduction: In the ever-evolving landscape of project management, staying ahead of the curve is crucial for success. The integration of artificial intelligence (AI) in project management tools has opened new possibilities, and one such groundbreaking capability is the AI-generated task plan recommendations. This feature, driven by cutting-edge machine learning algorithms, offers project managers a realistic … Continue reading Unleashing the Power of AI in Project Management: A Game-Changing Task Plan Generation Feature
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