Recent records component and show customer details in the side pane in Dynamics 365 CRM Customer Service
In this article, We will discover more about the brand-new feature that Microsoft unveiled in the 2023 Release Wave 1. The recent records component allows users to view related cases on a form. Compared to the old grid, this component has better visualization of the record list. Also, we will see how we can see… Read More »
The post Recent records component and show customer details in the side pane in Dynamics 365 CRM Customer Service first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
Published on:
Learn moreRelated posts
How to Write and Understand a Dynamics CRM Plugin
Here’s a sample plugin code in Dynamics CRM written in C#, along with a detailed explanation of each line. This plugin will update the "...
Dynamics 365 CE Solution Import Failed in Azure DevOps Pipelines
Got the below error while importing Dynamics CRM Solution via Azure DevOps Pipeline. 2024-12-18T23:14:20.4630775Z ]2024-12-18T23:14:20.74...
Enhance Efficiency with the New Queue Items Control in Dynamics 365 Customer Service
The Queue Items control is another addition to the new PCF controls available for Customer Service. This feature allows users to see related q...
Exploring the Differences: Managed vs. Unmanaged Solutions in Dynamics CRM/Dataverse
In Dynamics CRM/Dataverse, solutions are central to Application Lifecycle Management (ALM), providing a structured way to manage, package, and...
Effective Strategies for Debugging Plugins in Dynamics CRM
In a recent interview, I was asked about debugging plugins in Dynamics CRM. The interviewer specifically wanted to know my approach to plugin ...
Dynamics 365 Customer Service – Use proactive prompts and insights generated by Copilot
Dynamics 365 Customer Service users can now benefit from the use of proactive prompts and insights generated by Copilot, a feature that enable...
Dynamics 365 Customer Service – Create custom summaries for any record type in Customer Service
If you're a Dynamics 365 Customer Service user, you'll appreciate the latest feature announcement - Create custom summaries for any record typ...
Use Copilot to generate knowledge articles from resolved cases – Dynamics 365 Customer Service
To enable the feature of generating knowledge articles through Copilot, navigate to Customer Service Admin Center >> Agent Experience ...