I always wanted to have a boat. But you know what they say: there are two happy days in the life of every boat owner – the day they bought the boat and the day they sold it. Ah, you meant BOT? Oops… Well, same story, as it turned out, kind of “meet the creator” […]
In this video, we show how and where to find the typical items that Dynamics 365 consultants worked with to configure and customize Dynamics 365 applications using the Power Platform. We will demonstrate how to find and change common tasks like administrative and business settings, security roles, email configuration and more. In addition, we will […]
In part 2 of our working with AI Builder series (part 1), we examine how to create and use the Binary and Text Classification AI models. We walk through t how to build the models, as well as how to consume them in both Model Driven Apps and Flows. https://youtu.be/GIyzQVP6_Vw Give us your feedback, all […]
In this first video in our AI Builder series, we look at the recently announced AI Builder product that is currently in preview. We walk through what it is, whats available, how to create models, and finally how to consume the models in PowerApps. Give us your feedback, all of it: good, bad, and ugly, […]
In this video, we will look at the new Portal Content Wizard, that was introduced with the newest version of Dynamics 365 portals. We will show you how you can use this wizard to quickly create Web Pages, Entity Lists, and Entity Forms. Give us your feedback, all of it: good, bad, and ugly, I’m […]
Every once in a while, when I am doing an event or a class, a student will show me something that totally changes how I do or show stuff. This week it happened to both myself and George as we were doing an event together. I would like to credit Scott “Go Fish” Meddings, a […]
In this video, we look at an issue I ran into with not being able to create new cases, or edit existing cases with Customer Service Hub. We will explain the cause of the issue, and walk you through how to fix it. Give us your feedback, all of it: good, bad, and ugly, I’m […]
In this video we look at Dynamics 365’s Activity Feed feature. We walk through how to configure Auto Posting at an Entity level, as well as how to enable the specific rules. In addition we explore how to create a workflow to handle creating rules that are not available by default. Give us your feedback, […]
In the next few videos we look at the new Omni-Channel solution for Dynamics 365, Live Assist powered by Café X. In this first video we show you how to setup the solution, and what the agent experience looks like in Dynamics 365. We will show you how to interact with customers, use many of […]
In this video we finish off our look at Relationship insights with the Email Engagement piece. We look at what is needed to make the functionality work in Dynamics 365, as well as create a tracked email with tracked attachment. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can […]
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