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{Do you know} Get crucial information summarized from proposals dynamics 365 sales new feature

uk365guy

Hello Everyone,

Today I am going to share my thoughts on getting crucial information summarized from proposals dynamics 365 sales new feature.

Let’s get’s started.

Here are some of the new features in Dynamics 365 Sales that were recently released:

1. Copilot Enhancements:

Content Recommendations: Use Copilot to get content recommendations from Sharepoint.

SharePoint Q&A: Ask Copilot questions and get answers from documents stored in SharePoint.

Natural Language Chat:

Ask Copilot data – related questions in natural language.

Ask Copilot sales-specific terminology questions in natural language.

Meeting Preparation Notes: Utilize Copilot to prepare for your meetings.

Proposal Summary: Ask Copilot to summarize a proposal or document associated with a record (Public preview).

Account Summary: Summarize an account using Copilot (Public preview).

2.Default Copilot Behavior:

Copilot is now turned on by default for organizations that have provided consent for data movement and those that don’t require consent.

Immersive Experience: View Copilot in a full-screen, immersive mode in addition to the side pane(public preview).

3. Forecasting:

Explore out -of- the box forecasting with zero configuration.

4. Seller Experience:

Enjoy a new look with refreshed styling, which will be auto – enabled by default.

Sequences: Assign multiple sequences to multiple sellers or teams for a record, allowing effective collaboration to close deals.

Preview Sequence Steps: Plan and perform assigned tasks while previewing the sequences steps within the context of a specific entity record.

These enhancements aim to improve productivity, collaboration and insights for sales teams.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Unlimited application installs now in Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on unlimited application installs now in Customer Insights.

Let’s get’s started.

As of June 30, 2024, Microsoft has removed application installation limits for Dynamics 365 Customer Insights.

Previously, there were restrictions on the number of installations per base license, but now you have
unlimited application installs for Customer Insights – Journeys(real time journeys only) and Customer Insights-Data.

This means that as an admin, you can install these applications on as many production and sandbox environments in the Power Platform Admin Center as needed.

Admins with a paid Dynamics 365 Customer Insights license will no longer see the application installation counter and limits.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Keep facebook audiences in sync with single connection export customer insights data.

uk365guy

Hello Everyone,

Today I am going to share my thoughts on keeping facebook audiences in sync with single connection export customer insights data.

Let’s get’s started.

With the recent release, managing your Facebook Ads exports in Dynamics 365 Customer Insights has become easier.

Now you can manage all your Facebook Ads exports using a single connection. Here’s how it works:

1. Choose your audience: Set which custom audience in Facebook ads you want to update directly within the export settings, rather than during connection setup.

2. Reduced Effort: Although you still need to reauthenticate your Facebook Ads Connection every 60 days, managing multiple exports with a single connection saves you time.

3. Seamless Transition: All your existing Facebook Ads connections and exports continue to function seamlessly.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Create Azure Communication Services for Dynamics 365 Customer Service Omnichannel

uk365guy

Hello Everyone,

Today I am going to show how to subscribe to Azure Communication Services on Azure Portal.

Let’s get’s started.

Let’s say you have a requirement to Dynamics 365 Customer Service Omnichannel Voice Calls configuration.

In order to progress with the voice calls you will need Azure Communication Services(ACS) on Azure Portal.

Make sure you have Global Administrator role, then you will be able to create resource and then configure the phone number on the ACS.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} View analytics for Copilot’s impact on your business with Dynamics 365 Customer Service

uk365guy

Hello Everyone,

Microsoft Copilot has introduced several features in Dynamics 365 Customer Service that can significantly enhance customer support, Let me break it down for you:

1. Ask Copilot a Question: Agents can use Copilot to ask natural language questions and receive quick, informative answers. It’s like having an experienced coworker available to chat all day, every day. Copilot searches company resources and returns relevant responses.

Agents can also rate the helpfulness of these answers.

2. Create Intelligent Email Responses: Copilot drafts contextual and personalized answers to questions on both chat and email. This feature streamlines communication with customers and ensures consistent, high quality. responses.

3. Understand Copilot Usage: Contact center managers can view agent feedback and understand how agents interact with Copilot. This helps identify areas where sources may need updates or removal.

4. Summarize Cases and Conversations: Released in september 2023, this feature allow Copilot to summarize cases and conversations saving agents valuable time.

5. Business Impact: Copilot uses generative AI to improve tasks such as completing customer conversations triaging and closing cases, and drafting and sending emails. Reducing handle times lead to improved customer satisfactions levels.

In summary, Copilot transforms the agent experience, enabling faster issue resolution, efficient case handling and automation of tedious tasks, ultimately enhancing customer service.

That’s it for today.

I hope this helps,
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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