Use Solution Health Hub to troubleshoot issues in Dynamics 365 Apps (Sales, Marketing, Field Service, Customer Service..)
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Fixed – “Action cannot be performed. This quote is not owned by Dynamics 365 Sales” in Dataverse / Dynamics 365
Recently, while working with Quotes in Dynamics 365 Sales integrated with Supply Chain Management (SCM) through Dual-write, we encountered an ...
Dynamics 365 Sales – Enhance customer interactions with auto-linked CRM data
We are announcing the ability to enhance customer interactions with auto-linked CRM data in Dynamics 365 Sales. How does this affect me? With ...
Dynamics 365 Customer Service – Tag email templates with line-of-business
We are announcing the ability for admins to add line-of-business (LOB) tags, customize views, and perform bulk actions on email templates in D...
Avoiding Currency Mismatch Errors in Dynamics 365 CE
When working with Dynamics 365 Sales, it’s important to understand how currency behaves across related entities like Opportunity, Quote, Order...
Dynamics 365 Customer Service – Configure quality evaluation with quality evaluation agent
We are announcing the ability to configure quality evaluation framework with Quality Evaluation Agent in Dynamics 365 Customer Service. This f...
Dynamics 365 Customer Service – Use Assign option for cases to update capacity, presence
We are announcing the ability to use the Assign option on the case form to work with unified routing to update presence and capacity of servic...
Dynamics 365 Customer Service – Intent-based suggestions has been disabled
Due to reports of unintended token consumption in the Copilot Service workspace app, we have modified the default state of intent-based to be ...
Sales Collaboration: How Sales Teams Work in Dynamics 365 CE
A Sales Team in Microsoft Dynamics 365 Sales represents a group of users who collaborate to manage and close sales opportunities efficiently. ...
Environment Variables vs Configuration Tables vs Hardcoding in Dynamics 365 Customer Engagement (CE)
In Dynamics 365 Customer Engagement (CE), managing configuration values effectively is key to building scalable and maintainable solutions. En...