Top request by customers: scanning business cards and capturing the information will be available in the upcoming Dynamics 365 release and is now available in instances with early access enabled. It worked remarkably well except for my own business card ...
The functionality seems to be provided by the new "AI Builder Business Card control" which is added on the quick create contact form. Next on the todo list - testing out modifying the mappings.
Showing posts with label d365fall2019. Show all posts
Showing posts with label d365fall2019. Show all posts
Monday, August 19, 2019
Saturday, August 17, 2019
D365 CE 2019 Wave 2 Preview: enable contextual email communication
One of the upcoming enhancements that a lot of my colleagues were excited about is Contextual email communication in Dynamics 365 for Sales & Customer Service. Contextual email communication allows you to overlay an email composition screen on top of the existing Dynamics 365 forms without having to navigate away from the screen that you are on. After you have enabled your environment for early preview access you can go to App Settings > Enhanced email to enable this new functionality. (You might need to do a hard refresh after enabling use CTRL-F5)
After you enable this feature, adding an e-mail to the timeline will open the composition overlay allowing you to consult information on the contact while creating your e-mail.
After you enable this feature, adding an e-mail to the timeline will open the composition overlay allowing you to consult information on the contact while creating your e-mail.
Labels:
CRM,
d365fall2019,
Dynamics 365,
Dynamics CRM,
msdyn365,
msdyncrm
Thursday, August 15, 2019
Early opt-in to Dynamics 365 CE release wave 2
You can now enable the features coming in the 2019 release wave 2 update by opting in to the updates in the Power Platform Admin Center. Opting in will enable all changed user experience updates for Dynamics 365 for Customer Engagement.
Don't do this on your production environment but test it out on a copy of production - once enabled you can not turn this off
From October 2019, all environments will be enabled for 2019 release wave 2. Opting in now, allows you to get hands on experience with wave 2 changes and testing out the impact on your specific solution setup.
Don't do this on your production environment but test it out on a copy of production - once enabled you can not turn this off
From October 2019, all environments will be enabled for 2019 release wave 2. Opting in now, allows you to get hands on experience with wave 2 changes and testing out the impact on your specific solution setup.
- Details Early opt in to 2019 release wave 2 - https://docs.microsoft.com/en-us/power-platform/admin/preview-october-2019-updates
- Dynamics 365 release schedule and early access – key dates for 2019 release wave 2 - https://docs.microsoft.com/en-us/dynamics365/get-started/release-schedule
- Overview of Dynamics 365 for Sales 2019 release wave 2 scenarios - https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/
Labels:
CRM,
d365fall2019,
Dynamics 365,
Dynamics CRM,
microsoft,
msdyn365,
Power Platform
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