We continue to see more new features in Dynamics 365 leveraging Teams integration and a new one now in preview is Swarms for Customer Service. As with any preview feature, it is not supported yet and not recommended for production use. We activated it in a sandbox to investigate it further. Swarming is a feature…
While the Unified Interface update to Microsoft Dynamics 365 brought a cleaner experience for a lot ofend user functions, one of the items that has lagged behind is the experience for querying data (a/k/aAdvanced Find). Although the customizer experience in the maker portal changed quite a while ago, themethod of querying and building views at…
A Toast to Notifications. The 2022 release wave documentation has been published and my original thought was to review it and write a “Top 5” list or something along those lines. However, I’m still captured by a previously (Oct 2021) announced feature that is in pre-release and should be coming. Why am I…
Dynamics 365 and Microsoft Teams working together offers powerful new ways for everyone across an organization to seamlessly exchange and capture ideas right in the flow of work. Microsoft recently announced a new collaborative app that brings together the best of Dynamics 365 and Teams. In addition, the “licensing tax” that has historically held organizations…
The Dynamics 365 release plan for 2021 promises many new upgrades and we’re excited to share some of our favorites, including the Dynamics 365 Sales mobile app. The Dynamics 365 Sales mobile app is specifically designed for core sales scenarios. Here are some highlights of this new mobile-friendly app: Meeting cards now include more Dynamics…
One of the new features released with the Dynamics 365 April 2020 Wave is the Kanban control. Kanban boards are an agile project management tool and visually depict work at various stages of a process using cards to represent work items and columns to represent each stage of the process. Kanban visualization is currently supported only…