Tip #1098: Dynamics 365 Connected Field Service Demo Builder

Field service

We interrupt the chart week fortnight by Ulrik “CRM Chart Guy” Carlsson to bring you the all important message from “Hey, look, kids: Big” Ben Vollmer. Installing and configuring Connected Field Service for Dynamics 365 can seem confusing to some customers and partners. With the “hard” work done in Azure, it takes some getting used […]

Tip #947: Video Guide to Working with Activity Feeds and Auto Post Creation

Hummingbird in flight

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, […]

Tip #940: Dynamics 365 Outlook client vs. Outlook App: which is faster?

Arm wrestling competition

In this video we compare setting regarding and tracking emails in CRM for Outlook (Outlook Client) and the new Dynamics 365 App for Outlook. Which is faster? Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas […]

Tip #891: Video Guide to Live Assist Configuration Options

Configuration

In this video, we look at some of the different configuration options that are available through the admin portal for Café X. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com. Don’t forget to […]

Tip #882: Video Guide to Chat & Cobrowsing for Dynamics 365

Chat

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 […]

Tip #877: Video Guide to Email Engagement in Dynamics 365 Relationship Insights

Email engagement

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 […]

Tip #872: Video Guide to Dynamics 365 Relationship Insights

Marriage breakup

In this video we look at the Dynamics 365 new Relationship Insights feature. We walk you through how to setup and configure several of the feature, including the Relationship Assistant, and the Auto Capture feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics […]

Tip #867: Video Guide to Dynamics 365 Unified Scheduling

Schedule board

In this video we look at how to use Dynamics 365 Unified Scheduling feature to setup and schedule other entities (such as Cases, Opportunities, Custom Entities, etc.) using the Schedule Board that is apart of either the Field Service or Project Service Automation Solutions. Give us your feedback, all of it: good, bad, and ugly, […]