- June 12, 2023
SEARCH RESULTS
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WhatsApp Integration with Non-Twilio Number in D365 CE – Part-1
Introduction:WhatsApp with Non-Twilio Number in D365 CE is a method of integrating WhatsApp with Microsoft Dynamics 365 Customer Engagement (D365 CE) using phone numbers that are not associated with the Twilio platform. This integration allows businesses to leverage the WhatsApp Business API to send and receive messages directly from within D365 CE, enabling streamlined customer […]
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- April 11, 2023
Create surveys using Customer Voice
Dynamics 365 Customer voice helps us to capture, analyze and act on customer and employee feedback. Dynamics 365 Customer voice surveys contains several types of questions: choice, date, Likert, ranking, rating, text, and Net Promoter Score (NPS). In our blog we will explain how to create and send survey invites to customers. Navigation Go to Dynamics […]
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- March 15, 2023
Configure live chat with Power Virtual Agent in D365 Customer Service.
Introduction:In this blog post, we will be exploring the process of setting up live chat and chatbot. We will begin by covering the fundamentals and then move on to all the necessary steps required to configure it successfully. So, let’s get started! Licenses required: 2. Manage the omnichannel: Open Power Platform admin center > select […]
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- January 20, 2023
Create Live-Chat Channel in trial subscription D365 CE
Introduction: In this blog, will see how to create a Live-Chat Channel in Customer Service with trial subscription. There are different Channels available for Customer Service which are listed below Chat Chat is an engagement channel that enables your agents to connect with customers in real-time. SMS SMS channels supports asynchronous mode of communication, gives […]
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- October 07, 2022
Automatic Record Creation in Dynamics 365 when an email is received.
Summary : In this blog we will discuss how to create case in Dynamics 365 automatically when an email is received using Automatic record creation and update rules(ARC) in Dynamics Customer Service Hub. Step 1: Go to https://make.powerapps.com/ and sign-in. Select your environment and then select “Apps” from left-hand pane and then click on “Customer […]
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- August 11, 2020
How to change view of subgrid conditionally using JavaScript?
Introduction Recently, we got a situation where we must show different fields on sub grid on a condition. We cannot hide or show fields on sub grid, but we can change view of sub grid. In this blog, I have explained how to change view of sub grid on a condition. Solution Here we are […]
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- August 07, 2020
How to open forms as popup dialog in D365?
Introduction Sometimes, clients want to edit or create new record without living current page. To create new record, we can use Quick Create form. But when we open existing record, then it will leave current page and opens a form page. In this blog, I have explained How to open forms as popup dialog in […]
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- August 06, 2020
How to change main form of an entity conditionally using JavaScript?
Introduction Sometimes we need to hide or show some fields on the form according to a field value or a condition. We can do it using business rule. but when we want to hide or show large number of fields, tabs, and sections on the form then it will become difficult. In such situation we […]
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