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D365UG Birmingham – 4th Dec 2019

I can’t believe we are entering the final few weeks of 2019 …. We’ve had a great year at D365UG Birmingham! We’ve hosted events this year including many fantastic topics, such as Dynamics 365...

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Omnichannel for Customer Service – Masking Data

I have recently been experimenting with Microsoft’s new Omnichannel for Customer Service. This fantastic tool gives us webchat (and much more) within Dynamics 365. One really useful feature is the...

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MB 200: Microsoft Dynamics 365 Customer Engagement Core – OneNote Integration

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...

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Omnichannel for Customer Service – Chat Transcripts

Microsoft’s new “Omnichannel for Customer Service” adds powerful webchat capabilities into Dynamics 365. I’ve been experimenting with some of its latest features…. In this post I’ll explain how...

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USD 4.0 : Unified Interface Window Navigation Rule (url - tel:) not working

Hi All,I have configured USD 4.0 with Customer Service Hub application. I have a windows navigation rule and but this rule never triggers.Scenario: when I clicked on the phone number in the...

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Omnichannel for Customer Service – Entities

Recently I gave a presentation regarding Omnichannel for Customer Service at 365 Saturday in Paris, afterwards I was asked a question about the files customers might send in webchat conversations. In...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Forms

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – App Designer

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Discovery, Planning...

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...

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Omnichannel for Customer Service and Power Virtual Agents

I have recently been experimenting with both Omnichannel for Customer Service and Power Virtual Agents, as now the two can be a combined their integration seemed like an obvious thing for me to review....

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Field Security

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...

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Introducing – The USD Accelerator

The USD Accelerator (in my opinion) is a fantastic tool but what is it and why would you use it??What is Unified Service Desk?You may not be aware of Unified Service Desk (USD) and the many advantages...

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The USD Accelerator – Technical Guide, Release History (3_1_0_0)

OverviewThe USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project.I am excited to announce release 3.1. This new release has a focus on the agent...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Security

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...

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Unified Service Desk - Show Custom USD Control

Hi,I have written a Custom USD Control that doesn't do a whole lot, really it's a proof of concept.I have a menu with a drop down with some items in it.What I want to be able to do is to call an Action...

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Omnichannel for Customer Service and Facebook

We can now intergate Dynamics 365 with Facebook messenger using the Omnichannel for Customer Service app.I have been experimenting with this cool new feature and below you will find a video explaining...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – 365 Admin Roles

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Searching

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at...

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Possibility to Export Segment Members?

Hi Dynamics 365 lovers, We have eagerly started two Dynamics 365 for Marketing projects now. I am encountering one question when working with segments.Is it possible to export the members of a segment?...

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USD 4.0 : Unified Interface Window Navigation Rule (url - tel:) not working

Hi All,I have configured USD 4.0 with Customer Service Hub application. I have a windows navigation rule and but this rule never triggers.Scenario: when I clicked on the phone number in the...

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