A Decision Matrix that helps you or your clients choose the right Dynamics 365
CE Data Migration approach based on data size, complexity, budget, and technical
skillset. 📊 Data Migration Decision Matrix – Dynamics 365 CE 1️⃣ By Data Volume
Data S...
📘 Data Migration in Dynamics 365 CE (Customer Engagement) 1️⃣ Out-of-the-Box
Solutions 🔹 Data Import Wizard (Excel/CSV Upload) ✅ Pros: Quick setup, no extra
tools, works well for master data.❌ Cons: Limited error handling, slow with
large datase...
What is XRM.Copilot? XRM.Copilot is Microsoft’s AI-powered assistant built into
the Power Platform and Dynamics 365 ecosystem. In model-driven apps, Copilot
helps users by generating natural language responses, surfacing insights, and
suggesting a...
In Power Pages, shell.getTokenDeferred() is part of the Power Pages runtime and
is automatically available only when using authenticated pages that rely on the
site authentication system (e.g., local authentication, Azure AD B2C, etc.). If
you’re ...
Here’s a step-by-step guide to configure and use Knowledge Articles in Dynamics
365 Customer Service. Knowledge articles help agents quickly find and share
solutions to customer issues, and are key to improving case resolution, customer
self-servi...
Here’s a step-by-step guide to configure Entitlements in Dynamics 365 Customer
Service. Entitlements allow you to define support terms (like number of cases,
hours, or service level agreements) that a customer is entitled to. 📘 What is
an Entitle...
A step-by-step guide to configure Case Routing Rules in Dynamics 365 Customer
Service. Routing rules help automatically assign cases to the appropriate queue
or user/team based on defined criteria — improving response time and automation.
🔄 What ...
Step-by-step guide to configure Service Level Agreements (SLAs) in Dynamics 365
Customer Service. SLAs help track service performance by ensuring timely
responses and resolutions for cases, entitlements, or other service entities. 📘
What is an SL...
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