Видео

@@rashimalhotra8642 Not that I am aware of!

This is a custom control that is called “associated grid control”. I mentioned it in this article: d365goddess.com/spice-up-your-case-forms-with-new-controls2/

⁠Awesome! Thank you very much! 👍😊

You’re welcome @@marcuspaivio

@@raji2243 Sorry to hear that! You might need to log a ticket with Microsoft. :(

@@nizarhaddaji918 Not sure if this is possible, have you installed the French language pack? I would think it will update the buttons to French but I haven’t tried this myself

Oh no sorry the video came out too late!

@@D365Goddess it’s still a VERY helpful video and answered a question I’ve had for months. Thank you so much for covering this. Glad I subscribed!

@@RamzyTheDad Glad to hear it! Me too!!

No additional steps other than what was shown in the video. Here is the Microsoft documentation: learn.microsoft.com/en-us/dynamics365/field-service/mobile-powerapp-newux-overview

@@D365Goddess so looks like if the user is added to an offline profile, they cannot see the new UX. For some reason, when I spun-up the trial, it added me to the offline profile, and it seemed a bit strange untill I saw it mentioned in the limitations section. I had to remove myself from the offline profile, and it worked

Glad you got it working ​@@syedhussain7248!

Glad you’re enjoying the content!

It was moved to wave 2, here is the link: learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/service/dynamics365-customer-service/compose-emails-using-improved-attachment-experience#feature-details

I assume you’re talking about the configuration records for bookings and work orders when you say it doesn’t auto create them? They should be there by default. If this is not the case I would suggest entering a ticket with Microsoft.

Love that! Thanks @RamzyTheDad!

Hi @@ganeshkakde6880, if you need a specific response to a question I would configure a topic instead. When using AI, you can’t hard code the response to a question, which you CAN do when configuring a topic.

Got You. Thank you so Much❤ Can You Please also cover the Connector Action for “Copilot in Dynamics 365 Customer service” with example ? It will be really Helpful

@@ganeshkakde6880 I would if I knew how to! 😁Seems that today you need development skills for this.

Did you got any solution Please give me

I have something similar happening in one of my environments so I entered a ticket with Microsoft

@@D365Goddess Did you get any response to the ticket. I also got the same issue, when adding tables(Status: Unknown).

@nehadhawan3441 I also got the same issue, when adding tables(Status: Unknown).Did you find any solution.

@@BharathKumarK-j5hThe issue was that the tables weren’t indexed so they did something in the backend to index everything. Also make sure you have dataverse search enabled.

If you have D365 Sales premium or enterprise I would enable copilot! That does more than what is showed in this video. learn.microsoft.com/en-us/dynamics365/sales/enable-setup-copilot

@@TusharBorawake Here are the steps to set this up in d365 customer service: learn.microsoft.com/en-us/dynamics365/customer-service/administer/configure-copilot-features

Thanks Henrique!

Thank you! I’m so glad you like the video. That’s exactly what I was aiming for!

You need a license for D365 and M365 copilot. If you have the licenses but are having these issues I would create a support ticket with Microsoft

Sorry I’m not sure what you’re referring to, can you add the timestamp of the video?

@@D365Goddess For Sales Stage History (I'm assuming it's a view), I tested with other Opportunities and it shows all my Opportunities in the view instead of the one I'm currently on. For example, your opportunity name is "Test Oppty" and ideally I would like the 'Sales Stage History' tab to only show and track "Test Oppty" and not my other Opportunities in that view. Does that make sense? Sorry

In order to only show those sales history records related to the opportunity you’re in, you should add a grid that only shows related sales history records when you add it to the opportunity form.

The form component control only uses main forms, NOT quick view forms 😊Any fields you don’t want people to edit you can configure this on the form by making them read only.

@@D365Goddess Is it possible to make the field read-only just for the reference? I am using Field Service and I want the field to NOT be read-only on the Work Order Form and then I am showing the information from the Work Order form on the Bookable Ressource Booking, where the field should be read-only.

Yes. If you use a different form for the component co from then you can make the field read only on they form, while not read only on the other form.

@@D365Goddess and how can i do that?

@@ilir1470 Use the field properties to set the field on the form to read only: learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-move-or-delete-fields-on-form#edit-a-column-and-view-column-names

It could be a lot of different reasons. What is Alan’s location? Where is the location of the work order? What is the distance the applications checks when running the scheduling assistant? If the distance is more than the distance between Alan’s location and the work order location he will not show up as a resource.

Sounds like an issue on Microsoft’s end, I would suggest submitting a ticket.

Good eye! It seems to be a new control in field service!

You'll need to create an agent experience profile (Workspaces > Agent experience profile) where you can configure the productivity pane which is where amongst other things, smart assist lives. Please take a look at this article on how to do this: learn.microsoft.com/en-us/dynamics365/customer-service/administer/create-agent-experience-profile#assign-users-templates-configure-productivity-pane-channels However, with all the new functionality of Copilot inside of the app, I don't think you'll need smart assist anymore. Take a look at this video for a demo: academy.rsmus.com/learn/video/agent-copilot-for-d365-customer-service

Thank you my friend!

Microsoft hasn’t confirmed this, but it is my expectation that this will become available for other activities as well

Thank you @MarioMugrace, glad you like them!

We can actually create polymorphic fields today, the easiest way is to do this by using the Polymorphic Lookup Manager in the XRM toolbox 😊

It is not and I doubt it will be..

@@D365Goddess, unfortunate 🤔🤔

Hi Chris, if you take a look at 4:38 in the video, I’m explaining how you can change the settings on a table so it can use this feature.

Hi Erica, yes you can configure different types of approvals in power automate. I haven’t done this myself, but I’m sure there are some videos out there showing this.

Hi there, according to the below article this is possible. However, I’ve never tried this myself. learn.microsoft.com/en-us/microsoft-copilot-studio/authoring-variables-bot?tabs=webApp&ref=dynamicsforcrm.com#set-global-variables-in-an-embedded-copilot

Hello, thanks for your support, I managed to play with a custom context variables to be passed from the hosting portal to the chatbot and to be successfully read by copilot, the key for the answer is by using ask a question component. Your video was one of the reasons that led me to the solution. Keep going.

That’s great! Thanks for sharing!!