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 […]
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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.
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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
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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,
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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
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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
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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
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Share this knowledgeDo you want to create an app? Yes, you can make your own app from scratch by using the SharePoint list. Power apps platform allows you to create a canvas app. This post will guide you on how to create a canvas app by using the SharePoint list. To proceed further, you need
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Share this knowledgeThis article will guide you how to create a SharePoint List. To create a SharePoint List the SharePoint site is required. Open your SharePoint site and from the +New button in the home page, select the List option. Read: How to create a SharePoint Site? Choose the + Blank List option to create
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Share this knowledgeWith the Microsoft new storage model (April 2019) you can create as many sandbox instances as long as you have the capacity. However, to create a new Instance you must have at least 1 GB of free space. This post will guide you to create a new MS Dynamics CRM Instance. Dynamics CRM
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