2020 Release Wave 2
App Switcher, Back option and other changes in Dynamics 365 – 2020 Release Wave 2
Category: 2020 Release Wave 2,Dynamics 365,Microsoft Dynamics 365 Author: Nishant Rana Date: 6 days ago Comments: 0

Below are some of the updates in the product as part of 2020 Release Wave 2. To switch between the Dynamics 365 Apps, we need to click on down arrow icon next to Dynamics 365. With 2020 Release Wave 2, we can click on the app name i.e. which opens up the pop-up windows listing … Continue reading “App Switcher, Back option and other changes in Dynamics 365 – 2020 Release Wave 2”
Source: Nishant Rana


Queue Item details change in Dynamics 365 – 2020 Release Wave 2
Category: 2020 Release Wave 2,Microsoft Dynamics 365 Author: Nishant Rana Date: 1 week ago Comments: 0

Queue Item details for a Queue Item earlier used to open in a new window. Thus losing the context 2020 Release Wave 2 provides an immersive experience for the agents, as the queue item details open in the context of the parent window. Small but nice update for the agents. Check other blog posts on Release … Continue reading “Queue Item details change in Dynamics 365 – 2020 Release Wave 2”
Source: Nishant Rana


Email experience now available in Dynamics 365 Mobile App – 2020 Release Wave 2
Category: 2020 Release Wave 2,Dynamics 365,Dynamics 365 for Phone App,Dynamics 365 for Phones,Dynamics 365 for Tablet App,Dynamics 365 for Tablets,Microsoft Dynamics 365 Author: Nishant Rana Date: 4 weeks ago Comments: 0

With 2020 Release Wave 2, users can now finally compose, edit, and send emails from the Dynamics 365 Mobile App. Check other blog posts on Release 2020 Wave 2 Now mobile users can – Compose and send email from Dynamics 365 Mobile app Navigate to Activities menu from the home page. We can see the Email entity … Continue reading “Email experience now available in Dynamics 365 Mobile App – 2020 Release Wave 2”
Source: Nishant Rana


ARC and SLA Migration tool (Preview) in Dynamics 365 – 2020 Release Wave 2
Category: 2020 Release Wave 2,Dynamics 365,Microsoft Dynamics 365,Microsoft Dynamics CRM 20 Author: Nishant Rana Date: 4 weeks ago Comments: 0

With 2020 Release Wave 1, new experience was added for administrators which uses Power Automate for defining rules, conditions, and actions for SLA and Automatic create and update records rule. https://nishantrana.me/2020/02/26/automatic-record-creation-and-update-rules-enhancements-in-dynamics-365-customer-service-2020-release-wave-1/ Now 2020 Release Wave 2 provides a tool to migrate the existing rules and SLA from classic app to the Customer Service Hub that … Continue reading “ARC and SLA Migration tool (Preview) in Dynamics 365 – 2020 Release Wave 2”
Source: Nishant Rana


Custom Responses in Approvals – Power Automate and Dynamics 365
Category: 2020 Release Wave 2,Approvals,Dynamics 365,Microsoft Dynamics 365,Power Automate Author: Nishant Rana Date: 4 weeks ago Comments: 0

Let us update our previous flow to use Approval Type – Custom Responses, using which we can define our custom response options (instead of limiting ourselves to Approve and Reject) Here we have updated the Start and wait for an approval action’s Approval Type from Approve / Reject – First to respond to Custom Responses … Continue reading “Custom Responses in Approvals – Power Automate and Dynamics 365”
Source: Nishant Rana


Modern email template experience in Dynamics 365 – 2020 Release Wave 2
Category: 2020 Release Wave 2,Microsoft Dynamics 365 Author: Nishant Rana Date: 1 month ago Comments: 0

With 2020 Release Wave 2, we can now author the email template from within the Customer Service Hub app. (along with the classic Settings – Templates – Email Templates section) Other blog posts on 2020 Release Wave 2 Navigate to Service Area – Templates Clicking on New brings the below window, where we can specify Template … Continue reading “Modern email template experience in Dynamics 365 – 2020 Release Wave 2”
Source: Nishant Rana


Custom entity support for PDF document generation in Dynamics 365 – 2020 Release Wave 2
Category: 2020 Release Wave 2,Microsoft Dynamics 365 Author: Nishant Rana Date: 1 month ago Comments: 0

With 2020 Release wave 1 we had PDF generation capability added to Lead, Contact, Opportunity, Quote, Order and Invoice entity. https://nishantrana.me/2020/02/13/save-and-email-pdf-options-added-to-dynamics-365-sales-2020-release-wave-1-plan/ This has been extended to the custom entities with new capabilities added in 2020 Release Wave 2 Other blog posts on 2020 Release Wave 2 In Sales Hub, navigate to App Settings – Productivity … Continue reading “Custom entity support for PDF document generation in Dynamics 365 – 2020 Release Wave 2”
Source: Nishant Rana


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