Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
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This blog aims to provide some technical tips about Microsoft Dynamics CRM 4.0/2011/2013/2015/2016, DYNAMICS 365, SQL Server and .Net Javascript.
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
2d ago
Hello Everyone,
Today I am going to share my thoughts auto claim policies in the M365 Admin portal.
Let's get's started.
How to enable the Auto-claim policies?
Login into Power Platform Admin Center
Click on the Settings:
You have not chosen where the license auto-claim policies are applied to. Please note that if you create an auto-claim policy in the M365 Admin Portal, it will be applied to "All environments' by default.
However, if a policy is automatically generated for you, it will only be applicable to 'Managed environments' unless you ch ..read more
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
3d ago
Hello Everyone,
Today I am going to share my thoughts on the preview feature on significance of using generative AI insights and other analytics enhancements to improve your copilots.
Let's get's started.
With the use of the generative AI insights you can immediately begin to improve the effectiveness of your chat by leveraging enhanced analytics to understand where your copilot and is not helping your users and how it can be improved.
Copilot admins and makers can see new and improved analytics directly in the Microsoft Copilot Studio app.
They can ..read more
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
4d ago
Hello Everyone,
Today I am going to share my thoughts on the deploy copilots to WhatsApp, Azure Communication Services Chat and SMS channels.
Let's get's started.
Microsoft Copilot Studio allows creators to connect with their consumer and enterprise audiences across various channels. In collaboration with Azure Communication Services, Copilot Studio is introducing support for the following channels:
1. WhatsApp: WhatsApp channel support in Microsoft Copilot enables customers in many markets to access a large audience previously unavailable.
2. SMS through Comm ..read more
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
5d 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
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
6d 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
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
1w 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
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
1w 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
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
1w 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
Mallareddy Gurram | Microsoft Dynamics CRM/365 Blog
1w 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