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Dynamics 365 & Power Platform 2023 Release Wave 1, Customer Service and AI Builder

 

The Dynamics 365 & Power Platform 2023 Release Wave 1 is here and it comes with a host of great new features and improvements. In particular, I want to highlight what's new with Customer Service and AI Builder.
What's new with Customer Service?
Dynamics 365 Customer Service is an industry-leading end-to-end service platform that enables organizations to improve upon customer support, including self and assisted service throughout the customer engagement lifecycle.

We are certified Microsoft Power Platform Developers

We've been busy renewing and taking new certifications. One certification that we recently passed is the Exam PL-400: Microsoft Power Platform Developer. This exam is designed to measure our knowledge in developing within the power platform. Some of the key components measured are:
Configuring the Microsoft Dataverse

If you're not familiar with what this service is, it is basically your own secure, cloud-based database to manage and use with multiple business applications (such as those in the Microsoft power platform). It comes with some pre-built tables to store data such as Customers, Leads, Opportunities, but you can easily create your own custom tables specific to your business needs.

Using Environment Variables with Cloud Flows

Do you leverage data from multiple applications or services? If you haven't already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which are part of Power Automate and part of the overall Power Platform.
What are Cloud Flows?
Cloud Flows allow power users to build workflows that integrate a diverse set of apps and services, including Dynamics 365, SharePoint, SQL Server, Act!, Twitter and many more! Each workflow can have one trigger, such as a timer or an incoming email or tweet, and one or many actions, such as creating a Lead in your application of choice and sending a text message to a user.

Consuming Excel Files with Cloud Flows for the Dataverse

Do you leverage data from multiple applications or services? If you haven't already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which are part of Power Automate and part of the overall Power Platform.
What are Cloud Flows?
Cloud Flows allow power users to build workflows that integrate a diverse set of apps and services, including Dynamics 365, SharePoint, SQL Server, Act!, Twitter and many more! Each workflow can have one trigger, such as a timer or an incoming email or tweet, and one or many actions, such as creating a Lead in your application of choice and sending a text message to a user.

Transitioning D365 workflows with custom plugins to Flows

If you're like most D365 organizations, you use background workflows. Depending on the nature of your business, you likely have custom plugins embedded in many of those background workflows. While Microsoft hasn't officially announced the deprecation of background workflows, they are recommending that you transition to using MS Flows.

Consuming CSV files with Cloud Flows

Do you leverage data from multiple applications or services? If you haven't already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which are part of Power Automate and part of the overall Power Platform.
What are Cloud Flows?
Cloud Flows allow power users to build workflows that integrate a diverse set of apps and services, including Dynamics 365, SharePoint, SQL Server, Act!, Twitter and many more! Each workflow can have one trigger, such as a timer or an incoming email or tweet, and one or many actions, such as creating a Lead in your application of choice and sending a text message to a user.

Reporting Tools for Dynamics 365

For any organization, reports are an integral part to helping your team’s function whether it's to pass information to your clientele or to discover realities.

There are many reporting tools for Dynamics 365. Some of the most common tools are:

The built-in Report Wizard in Dynamics 365
SQL Server Data Tools (SSDT) and the Dynamics 365 Report Authoring Extension
Flow
Power BI

Which tool should you use? Well, that entirely depends on your use case.

Power Platform 2022 Release Wave 2, Customer Service and AI Builder

The Dynamics 365 & Power Platform new releases are here, and they bring new innovations that provide you with significant capabilities to transform your business.

Microsoft's latest Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Intelligent Order Management, Project Operations, Human Resources, Commerce, Fraud Protection, Business Central, Connected Spaces, Guides, Customer Insights, and Microsoft Cloud for Healthcare, Financial Services, Nonprofit, Sustainability, and Retail.