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 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 […]
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 […]
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 […]
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 […]
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, […]
We are glad to report that video tipping service has been restored and eligible customers can apply for a refund. In this video, we look at Dynamics 365’s new Connected Field Service IOT capabilities. We will walk you though how to install and configure the solution both in Dynamics 365 and Azure, how to configure […]
In this video we look at the new Dynamics 365 built-in Site Map editor that is part of Dynamics 365’s App Designer. We talk about the different ways to access the designer, and how to use it to edit an Application Site Map. Give us your feedback, all of it: good, bad, and ugly, I’m […]
In this video, we take a more in depth look at Dynamics 365 Apps Modules. We look at how they are presented in the application, how to create them, how to control security, how to work with the different components, and more. Give us your feedback, all of it: good, bad, and ugly, I’m sure […]
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