I realize that Omnichannel is currently only associated with the Customer Service module for 365. However we have had a request from a client to provide Omnichannel for a sales process on a web site which links into a sales CE 365 organization (so in other words an agent to guide the user through the sales process via a chat if need be).
Is it possible to add in the Omnichannel module for sales in any way and if not any sort of alternate solutions we could follow for this requirement?
No, Omnichannel is built on top of Customer Service so having this first-party app installed is a requirement detailed in the documentation. I recommend you to contact your MS Account Manager and discuss this topic with them as depending on your requirements you might also need Power BI/Customer Voice/Power Virtual Agent licenses as well so maybe it's worth to explore some cross-application licensing.
There're alternative solutions in AppSource like CafeX LiveAssist and a few others, please make sure you filter by application to make sure they will work with Sales.
Related
I'm trying to study for the MB-200 exam and I'm using the Microsoft Learn resource to study. I'm currently working through the Apply goal management to Microsoft Dynamics 365 for Customer Engagement. In the Exercise - Measuring customer success using goals it says:
In your Dynamics 365 Instance, go to Settings > Data Management.
I don't have an instance of Dynamics 365.
So my question is, is there a ready-made sandbox environment where everything is already setup, with the correct licenses and roles and security applied?
If no such sandbox is available, does this means I have to learn how to configure a Dynamics 365 instance before I can attempt the MB-200 exam? As without a Dynamics 365 instance, it seems I can't do the exercises to study for MB-200.
Any pointers on how I should go about doing this will be greatly appreciated as I have tried creating a trial Dynamics 365 for Customer Service account, but it seems that is not enough, I need to configure licenses, and users, and roles before I can actually use the Customer Service app in Dynamics 365 trial.
It may be that I need to work towards a different exam before the MB-200 which helps me learn how to configure a Dynamics 365 instance. If that is the case, could someone please let me know which exam that is. Also, from the Microsoft Learn website, which learning path or module should I start to learn how to configure a Dynamics 365 instance for Customer Services before I can attempt the MB-200 exam? I can't seem to find a learning path or module for configuring a Dynamics 365 instance from the Microsoft Learn website which is obvious.
Its really easy to provision a trial here:
https://trials.dynamics.com/
You just need to provide a URL and username and password (write them down!), and you have a fully working instance of Dynamics - You might want to provision just the Customer Service First party app for this particular exam.
Make sure you click on 'Are you signing up on behalf of a customer or using this trial for development purposes?' link.
You'll have a pre-configured Customer Engagement portal for 30 days (you'll automatically have admin access), after which you have the option to purchase it or delete it - No credit card details are needed. In addition you may go to the envrironment page and add any additional modules you may need in addition to the base install.
Good luck in your exam.
I am not an expert but you should start from PL-900 which is most suitable for you as a beginer
https://learn.microsoft.com/en-us/learn/paths/power-plat-fundamentals/
https://learn.microsoft.com/en-us/learn/certifications/exams/pl-900
then you should go for pl-400 ( old name MB-400 )
https://learn.microsoft.com/en-us/learn/certifications/exams/pl-400
Exam PL-400: Microsoft Power Platform Developer
there some awesome resource to learn theoretically or in some case they provide you sandbox as well after completing all those certifications then I suggest you pl-200 (old name MB-200)
here you can get a trial which will help you learn practically but there are so many things which you need professional license
https://trials.dynamics.com/
long story short dynamics 365 is a big platform that you can not learn just from trials or theoretical knowledge you have to do some internship or job to get a professional expericance which will help you to pass certifications.
I want to create several VM's from this Image automatically.
When I'm getting redirected to the Portals Website I can choose the option "Want to deploy programmatically? Get started-->". Yes, I want to, but in this Windows it seems like my Subscription isn't enabled for this option.
(Picture) So it's just a button to enable my Subscription, isn't it? Otherwise the status was "Enabled" or "Disable" to disable my Subscription. If I click the "Enable"-Button, nothing happens.
Does anyone of you have an idea how to enable my Subscription? Well, perhaps my thinking is wrong?
Thank you in advance!
Well, This Enable option is Accepting the Terms of use as blow in advance:
By enabling programmatic purchases for the subscriptions selected
below, I (a) agree to the legal terms and privacy statement(s)
associated with each offering above, (b) for Azure subscriptions
purchased from Microsoft, authorize Microsoft to charge or bill my
current payment method for the fees associated with my use of the
offering(s), including applicable taxes, with the same billing
frequency as my Azure subscription, until I discontinue use of the
offering(s), and (c) agree that Microsoft may share my contact
information, and transaction details associated with my purchase of
the above offering(s), with any third-party vendors, if listed above.
Microsoft does not provide rights for third-party products or
services. See the Azure Marketplace Terms for additional terms.
When you use Azure portal to create Data Science Virtual Machine - Windows 2016:
In the last step, you will agree the Terms of user by clicking "Create":
But When you use Powershell or API to create Data Science Virtual Machine - Windows 2016:
It will aslo need to agree this Terms of user by UI, but if you want to approach automation without UI, you need to agree the Terms of user in Advance for your Subscription.
So, you can see the difference between the Enabled and NOT Enabled subscritpion Status of this Marketplace image:
Enabled:
NOT Enabled
Hope this helps!
I "solve" the Problem: There wasn't any. You can only enable/disable Subscriptions if you have more than one.
I'm trying to set up our software development company on Dynamics CRM 2016. I've customized almost everything I need such as accounts, leads and processes. However, It still feels that the CRM is designed for company with tangible products and shipping, etc...
Is there a way to setup Dynamics CRM for professional service company rather than product company?
This is not correct.
You can perform many actions that a professional service provider business model contains. For example, you can create and/or schedule:
Phone calls
Tasks
Appointments
Emails
You can also use marketing module for your services. Campaigns and quick campaigns.
You can gather leads, work upon those unqualified leads and convert them to opportunities.
You can also record invoices for your services as your products.
And so on ...
And the best part is that Microsoft has provided so many customization and development options in Dynamics CRM that you can almost use the XRM platform to just manage any type of relationship management. So, you can customize or even add new entities and relationships to suite your particular business needs.
One thing to keep in mind: First, always try to map your business requirements on the existing CRM processes so that you can take advantage of the out-of-the-box provided processes and reporting.
Update
The deployment/set up procedure for Dynamics CRM is same for all business domain. However, you may customize and extend Dynamics CRM, put those extensions and customizations in one or more solutions and then import those solutions over the target instances.
Update
You may override product price on quote (for example) by double clicking the product grid record on the quote form. See below image:
I've used Visual Studio Online Team Services as a code repository and want to know if it is possible for Microsoft Employees to see the code you upload if they wanted to.
The privacy policy doesn't address this specifically that I can see but it does say that Microsoft can use your data for advertising purposes and they can share it with third parties. If "data" means my proprietary code that would be good to know.
Customer Data will be used only to provide customer the Online Services including purposes compatible with providing those services. For example, we may use Customer Data to provide a personalized experience, improve service reliability, combat spam or other malware, or improve features and functionality of the Online Services. Microsoft will not use Customer Data or derive information from it for any advertising or similar commercial purposes. “Customer Data” means all data, including all text, sound, video, or image files, and software, that are provided to Microsoft by, or on behalf of, you or your end users through use of the Online Service. Customer Data is not Administrator Data, Payment Data, or Support Data. For more information about the features and functionality that enable you to control Customer Data, please review documentation specific to the Online Service.
No, not merely if they "want to". Microsoft does provide a clause that allows them access if it's required for security or site operation:
From time to time, Microsoft employees need to obtain access to customer data stored within Team Services. As a precaution, all employees who have or may ever have access to customer data must pass a background check, which verifies previous employment and criminal convictions. In addition, we permit access to the production systems only when there’s a live site incident or other approved maintenance activity, which is logged and monitored.
(From the Visual Studio Team Services Data Protection Overview document.
That being said, this is the most liberal interpretation of this access. I worked as a senior software engineer on the VSO version control team and there's no possibility for me to get access to customer data. If you complain about a bug in our git repository handling, I'm going to ask you if you can give me a copy that I can use to reproduce - I can't just go get it. And if you decline, then I will not be able to get your data.
So while yes, we Microsoft engineers do have the theoretical ability to get to your files, there are significant policy and security safeguards against access and abuse.
I'm using Basecamp as a trial and Highrise as a trial and both offer the ability to cc emails from clients into the system. I'm a web developer and usually my team is myself and one or two IC's, plus the client(s). All of my email is very highly organized into client specific folders --- so at this point I'm trying to figure out what the advantage would be to have many of these email conversations (Between me and the client/between me and the ICs) online? Whether it's a prospect in Highrise, or an ongoing project in Basecamp, what's the advantage of having the email in two places -- HR/BR and filed in my email folders?
Thank you for any insight!
At OpenCRM we encourage the forwarding of all mail in and outbound to be polled by the CRM. Essentially this allows quick access to the complete history from the lead, contact, company, or other associated record such as a sales order, or helpdesk ticket, related to the originator or recipient of the message.
It's a good idea to work with CRM Software that allows this level of integration, affording you to pick up and respond to messages while you're actively working on that particular record in your data. We feel this saves time and duplication of effort.