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Tag: #365blogpostsin365days

{Do you know} Use Copilot Studio to enable partner application Integrations

uk365guy

Hello Everyone,

Today I am going to share my thoughts on use of the Copilot Studio to enable partner application integrations.

Let’s get’s started.

To enable partner application integrations in Copilot for Sales, you can use Microsoft Copilot Studio.

This feature allows you to connect Copilot to other data sources, Including pre-built or custom plugins and GPTs. By doing so, you can tap into any system of record, such as SAP,Workday, ServiceNow, and even your own proprietary business solutions.

Specifically, as a Copilot for Sales admin, you can:

1. Enable Connector Plugins: These can be in -house or third party connectors plugins that users of Copilot for Sales can use when connecting to specific CRMs. This ensures seamless integration with additonal applications beyond the default CRM platforms like Dynamics 365 and Salesforce.

2. Disable Existing Connector Plugins: If needed, you can also disable connector plugins that are already enabled.

Remember, if you’re a partner application developer, you can integrate your application with Copilot for Sales to provide contextual insights and recommendations within the seller’s daily workflow in Teams and Outlook.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Access real-time data during Teams meetings

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Access real-time data during Teams meetings.

Let’s get’s started.

When it comes to Microsoft Teams meetings, you can access real-time data to monitor and troubleshoot call quality.

Here’s how:

1. Real-Time Analytics: As a Teams administrator, you can use Real-Time Analytics(RTA) to investigate issues during meetings while they’re in progress. RTA provides detailed information about devices, network connectivity, audio, video and content sharing.You’ll find this valuable data in the Teams admin center under Users > Manage Users. Look for the Meetings & Calls tab on a user’s profile page, where you’ll see a list of recent meetings with real-time telemetry available. If a meeting isn’t progress or lacks telemetry data, it’ll be listed under Past meetings.

2. Call Health Metrics: During a call or meeting, select More actions at the top of the call window,then choose Call health from the menu. This provides real-time metrics updated every 15 seconds, helping you troubleshoot issues that persist for at least that duration.

Remember, these tools empower you to enhance meeting quality and address any hiccups promptly.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Adding questions, keywords and associated browsing in Teams meeting recap

uk365guy

Hello Everyone,

Today I am going to share my thoughts on adding questions, keywords and associated browsing in Teams meeting recap.

Let’s get’s started.

Certainly! The Copilot for Sales post-meeting summary, integrated within a Microsoft Teams meetings recap, offers a convenient hub for sellers to review their customer meetings.

Here’s what it includes:

1. Sales Explicit Keywords and Implicit Mentions: Tracked keywords identified by organizations and out-of-the-box mentions(such as brands, people and time).

2. Sales Questions: Questions asked by participants (both customers and sellers) during the meeting.

3. Recording Timeline Access: Sellers can select points of interest and quickly reach them in the recording timeline.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Error} Selected in the From field does not have the option enabled to allow other users to send the email on their behalf

uk365guy

Hello Everyone,

Today I am going to show how to resolve the error “Selected in the From field does not have the option enabled to allow other users to send the email on their behalf on Dynamics 365 Customer Service App.

Let’s get’s started.

Suppose you have a user account on Dynamics 365 Customer Service where that user is set as default on From field whenever you reply to customer on case record.

Error is popups when you try to send email : From field does not have the option enabled to allow other users to send the email on their behalf on Dynamics 365 Customer Service App.

How do we resolve this error message:

I have logged on to Dynamics 365 Customer Service App with the FROM field user credentials and changed the personal settings Allow other Microsoft Dynamics 365 users to send email on your behalf and click ok.

Then the error will be gone.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Track more fields as part of saving emails or events to CRM Microsoft Copilot for sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts on tracking more fields as part of saving emails or events to CRM Microsoft Copilot for sales.

Let’s get’s started.

Certainly! To track additional fields when saving emails or events to your CRM using Microsoft Copilot for Sales, follow these steps:

1. Access Admin Settings:

As a Copilot for Sales admin, open the Copilot for Sales app in Teams.

Navigate to the admin settings.

2. Choose Activity Type:

In the admin settings, select “Save to (CRM).”

Depending on the type of activity you want to configure (emails or meetings), choose either “Save emails to (CRM) or ” Save meetings to CRM”.

3. Select Fields to Save:

You can now select different fields to save along with the email or meeting to CRM.

These selected fields will be displayed to sellers when they save the email or meeting to CRM.

4. Refresh Data(Optional):

If the CRM administrator updates a field label in CRM, you can refresh the data to see the updated label in Copilot for Sales,

5. Categorize with Fields:

In the “Categorize with fields” section, add the desired fields from the available options.

These fields allow sellers to accurately categorize their interactions with customers.

And that’s it! Sellers will now see the configured fields when saving emails or meetings to CRM.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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