Share this knowledgeTo configure the voice channel, a phone no. is required. These are the steps to configure. However, in the Omnichannel for customer service when you click open voice Demo, It will automatically perform all the below steps. It will automatically acquire the phone number, create a workstream, create queues, and create a voice […]
How to Configure Voice channel in Omnichannel Read More »
Share this knowledgeTo set up an omnichannel for customer service, navigate to the power platform admin center. Choose the environment. In the left pane, expand Resources and select Dynamics 365 apps. On the Dynamics 365 apps page, select the ellipsis for More application actions next to Omnichannel for Customer Service, then select Manage. Select OK.
How to set up Omnichannel for Customer Service? Read More »
Share this knowledgeAccess Team is used to share records. There was a scenario for a POC where the system has 2 Business Units London & Manchester. I wanted to share a record of BU Manchester to another user whose BU was London. To achieve the above requirements I created Access team. Step 1. Create an
How to create an access team template in Dynamics CRM? Read More »
Share this knowledgeHow to create a sales quotations using power automate? Scenario – There was a scenario where a customer wanted to create the Sales Quotations automatically for those orders that were expiring in the next 15 days. We used power automate scheduled cloud flow where the flow will run every day to check the
Create Sales Quotations from sales orders using Power automate Read More »
Share this knowledgeIn this post we will see the use case of the PowerApps Pen input control. Power Apps example These are the activities we will perform for this power apps example. This is how the final form will look like: After the submission this is the mail with details. Steps for UI changes: After
How to use PowerApps pen input control? Read More »
Share this knowledgeThis article will guide you on the basics of how to create and modify a Dynamics CRM model-driven app. Create an App To create a model-driven app, open Power Apps (https://make.powerapps.com/) and select the environment from the list. From the left navigation bar, click + create that will give you an option to
How to create and modify Dynamics CRM App using App designer Read More »
Share this knowledgeIn the old version of Microsoft Dynamics CRM it allows any customization by using the admin panel. You can customize the entities by navigating to Administration -> Customization -> Customize the system. The customization window allows you to create fields, forms, Business rules etc. With the recent updates by Microsoft the D365 CRM,
How to customize Microsoft Dynamics 365 CRM using power apps. Read More »
Share this knowledgeWork template is used to define Leaves, Holidays, and working hours of the resources. Based on it the schedule board displays the resource availability. In Project Service app navigate to settings area and click Calendar Template. In the Calendar Template -> Create new work template. Create a generic resource that will act as
How to create a work template in Project service automation Read More »
Share this knowledgeWanted to write your first JavaScript in Dynamics CRM? This article will help you to see the things in action. These are some of the high-level steps that you need to follow. Write a JavaScript that caters to the business issue. Add the script to the web resource. Add web resource to a
How to write and execute JavaScript in Dynamics CRM? Read More »
Share this knowledgeSLA is a Service Level Agreement that an Organization offer to their customers. For e.g. Organization may define the SLA based on the customer type like for the gold customer the Cases have to be resolved within 24 hours and for the silver customers, it should be resolved within 48 hours. To define
How to create SLA in D365 CRM Customer Service App? Read More »