{How to} Use copilot easily in canvas app
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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8h ago
Hello Everyone, Today I am going to share my thoughts on the use of copilot easily in canvas app. Let's get's started. Copilot functionality is turned on, by default in canvas app that connect to Dataverse data. So no special configuration is needed to use copilot. It is available when a user asks a question and can help them better understand their data. Microsoft is bringing copilot to more apps and more users. Note: Copilot is already turned on in canvas apps that connect to Dataverse data so there's no special configuration needed by makers or administrato ..read more
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{How to} Use the Power Platform Settings app
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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1d ago
Hello Everyone, Today I am going to share my thoughts on the preview feature use of power platform environment settings app. Let's get's started. Certainly! The Power Platform Environment Settings app is a powerful tool that replaces the legacy web client experience. It provides a modern, performant, accessible, secure and extensible settings management experience for application developers. Here are the key details: Legacy settings: Modern advanced settings: 1. Unified Experience: The Power Platform Environment Settings app offers a single, unified i ..read more
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{How to} Select columns downloaded on mobile devices on model driven apps
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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2d ago
Hello Everyone Today I am going to show how to select columns downloaded on mobile device while offline from maker portal for model driven apps. Let's get's started. Now you can select the columns of a table that are downloaded on mobile devices for offline use. The fewer columns you select the faster the app downloads the data on the device for usage without conncectivity. How do you do that from maker portal. Login into www. make.powerapps.com Edit the Model driven app and click on the settings: Go to general  then on the select offline mode and profil ..read more
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{Do you know} Modernize maker experience security settings in maker portal
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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2d ago
Hello Everyone, Today I am going to show how to create new security profile from maker portal. Let's get's started. Now with the maker portal users can have modern security role settings. How do you do that? Login into your www.make.powerapps.com So Enable makers to use a modern and accessible security role editor while creating apps. Now, makers can configure security role settings in Power Apps using a new security role editor. This feature includes a new panel called New Role and lets makers configure column security profiles. That's it for ..read more
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{How to} Direct new makers to their own developer environments in power platform admin center
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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3d ago
Hello Everyone, Today I am going to show how to enable direct new makers to their own developer environments in power platform admin center. Let's get's started. Login into power platform admin center Go to settings > Tenant settings: Click on Environment routing(preview)   This is preview feature and is not for production use. That's it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY) #365blogpostsin365days ..read more
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{Do you know} Explore enhancements to outbound dialing in Omnichannel Customer Service
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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4d ago
Hello Everyone, Today I am going to share my thoughts on the new preview feature of Omnichannel customer service explore enhancements to outbound dialing. Let's get's started. Let's delve into the recent enhancements to outbound dialing. These improvements aim to streamline the calling process for agents. Here are the key features. 1.Search and Call: Agents can now search for customer contacts or accounts directly from the outbound dialer and initiate calls. This makes placing calls more efficient and convenient. 2.Customer Record Access: Additionally, agents can ope ..read more
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{Do you know} Enhancements in email composition experience for agents in Dynamics 365 Customer Service
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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5d ago
Hello Everyone, Today i am going to share my thoughts on preview feature enhancement in email composition experience for agents on Dynamics 365 Customer Service. Let's get's started. Certainly! Let's delve into the enhancements that have been introduced to improve the email composition experience for agents. 1. Drag and Drop Recipients: Agents can now seamlessly move recipients between the To, CC, and BCC fields while composing emails. This feature streamlines the process and enhances efficiency. 2. Recipient Email Addresses Displayed: The new experience allows recip ..read more
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{How to} Create work orders in Teams using AI on Dynamics 365 Field Service
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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6d ago
Hello Everyone, Today I am going to share my thoughts on how to create work orders in Teams using AI on Dynamics 365 Field Service(preview). Let's get's started. Creating work orders in Teams using AI on Dynamics 365 Field Service is a feature that allows frontline workers to create, view and manage work orders within Microsoft 365 applications, including Microsoft Teams.  This is made possible by harnessing the power of generative AI for assisted work order creation. With this feature, users can get assistance for work order creation and scheduling with Copi ..read more
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{How to} Increase control when attaching to data in Dataverse on Customer Insights - Data
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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1w ago
Hello Everyone, Today  I am going to share my thoughts on how to increase control when attaching to data in dataverse. Let's get's started. Certainly! The Microsoft Dataverse connector has undergone significant improvements, granting you more control and flexibility when importing data into customer insights -data. Here are the key enhancements. 1. Performance Improvements: You can now smoothly import large dataverse tables into Customer Insights - Data, eliminating previous scale and performance limitations. The connector has been optimized to handle su ..read more
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How to block IP Address from accessing Dataverse in Dynamics 365 Environment
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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1w ago
Hello Everyone, Today I am going to show how to block the IP address from accessing the Dataverse. Let's get's started. Suppose users might be looking to download data from tools like Excel or Power BI or try to access Dataverse from different network,Or if the user is trying to access the dataverse from public IP like Coffee shop or Open workspace thenif there no restrictions in place then users able to access the data as usual. Then how do we restrict it? Login into Power Platform Admin Center. Go to the environment : Settings : Privacy + Security T ..read more
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